Member Financial Wellness Advisor

ALPENA ALCONA AREA Credit Union; Michigan; On-site; USD 25,000 - 45,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

Life Insurance

401(k) Match

Job summary

ALPENA ALCONA AREA Credit Union in Lincoln, MI is seeking a Financial Experience Advocate to assist members with their financial wellness, open accounts, and process transactions.

This full-time role requires 1-3 years of related experience, a high school diploma or GED, and strong interpersonal skills. The position offers a competitive hourly wage between $17.63 and $32.64 per hour, with standard weekday hours and occasional Saturdays.

Qualifications

• One year to three years of related experience.
• High school diploma or GED required.
• Working knowledge of member and personal services.
• Proficiency with computer systems and applications.

Responsibilities

• Advise members on financial wellness and product options.
• Open and close accounts and process transactions.
• Resolve member questions and problems; refer to supervisor when needed.
• Maintain accurate member information and prepare reports.
• Liaise between members and departments.

Skills

Member services

Conflict resolution

Financial product knowledge

Communication skills

Education

High School Diploma or GED

Tools

CU software systems

Job description

ALPENA ALCONA AREA Credit Union in Lincoln, MI is seeking a Financial Experience Advocate to assist members with their financial wellness, open accounts, and process transactions.

This full-time role requires 1-3 years of related experience, a high school diploma or GED, and strong interpersonal skills. The position offers a competitive hourly wage between $17.63 and $32.64 per hour, with standard weekday hours and occasional Saturdays.