Member Services Financial Advisor

Community Choice Credit Union; Commerce (CA); On-site; USD 26,000 - 29,000; Part time

Job summary

Community Choice Credit Union in Commerce Township, MI is seeking a part-time Personal Advisor to help members save money, earn value, and simplify banking decisions with a member-centric approach. You will open accounts, enroll members in services, process transactions, and guide them to the right departments while upholding integrity, compliance, and our commitment to service excellence.

Join a team that values collaboration, professional growth, and inclusion as we support communities and

Qualifications

• Strong sales skills to identify member needs and close opportunities.
• Excellent member service with timely, courteous support.
• Ability to adapt to change and handle pressure.
• Initiative in solving problems and seeking growth opportunities.

Responsibilities

• Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
• Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
• Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
• Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
• Open accounts, enroll members in services, and clearly explain terms and conditions.
• Process and close loan applications, ensuring documentation accuracy and compliance.
• Apply security, compliance, and fraud training to protect members and their information.
• Meet or exceed sales and service goals while contributing to the success of your team and the organization.

Skills

Sales skills

Member service

Adaptability

Initiative

Core values alignment

Education

High school diploma or GED

Job description

Community Choice Credit Union in Commerce Township, MI is seeking a part-time Personal Advisor to help members save money, earn value, and simplify banking decisions with a member-centric approach. You will open accounts, enroll members in services, process transactions, and guide them to the right departments while upholding integrity, compliance, and our commitment to service excellence.

Join a team that values collaboration, professional growth, and inclusion as we support communities and