Member Relationship Specialist - Financial Solutions

InTouch Credit Union; Rochester Hills (MI); On-site; USD 30,000 - 33,000; Full time

Job summary

InTouch Credit Union is seeking a full-time Member Relationship Specialist in Michigan to serve members in-person and virtually, delivering a consultative financial experience and identifying needs to recommend tailored solutions aligned with their goals.

This role requires a high school diploma, at least one year in customer service or sales, and mortgage loan originator registration; a pre-employment drug screen and background checks are required.

Qualifications

• Minimum one (1) year of experience in customer service, retail, or sales.
• Experience in a financial institution is preferred.

Responsibilities

• Act as the primary liaison between members and the Credit Union to provide a consultative financial experience in-person and virtually.
• Engage with members to identify financial needs and recommend tailored solutions.
• Deepen member relationships and position the Credit Union as a digital-first financial partner.

Skills

Customer service

Sales

Communication skills

Digital banking tools

Education

High school

Tools

Digital banking tools

Job description

InTouch Credit Union is seeking a full-time Member Relationship Specialist in Michigan to serve members in-person and virtually, delivering a consultative financial experience and identifying needs to recommend tailored solutions aligned with their goals.

This role requires a high school diploma, at least one year in customer service or sales, and mortgage loan originator registration; a pre-employment drug screen and background checks are required.