Part-Time Member Advisor

Community Choice Credit Union; Royal Oak (MI); On-site; USD 23,000 - 32,000; Part time

Job summary

Community Choice Credit Union is seeking a Part-time Personal Advisor in Royal Oak, MI. The role focuses on helping members save money, earn money, and simplify banking through a customer-centered approach.

You will recommend banking solutions and services while resolving issues and ensuring accurate processing of transactions. Ideal candidates have strong sales and service skills, adaptability, initiative, and alignment with our values.

Qualifications

• High school diploma or GED.
• Passion for helping others and improving their financial well-being.
• Strong communication, organizational, and multitasking skills.

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/GED

Job description

Community Choice Credit Union is seeking a Part-time Personal Advisor in Royal Oak, MI. The role focuses on helping members save money, earn money, and simplify banking through a customer-centered approach.

You will recommend banking solutions and services while resolving issues and ensuring accurate processing of transactions. Ideal candidates have strong sales and service skills, adaptability, initiative, and alignment with our values.