Part-Time Member-Centric Banking Advisor

Community Choice Credit Union; Redford Charter Township (MI); On-site; USD 26,000 - 30,000; Part time

Job summary

Community Choice Credit Union is seeking a part-time Personal Advisor in Redford, MI. You will help members save money, earn money, or simplify banking through a member-centric approach and guide them to the right services.

You’ll open accounts, process transactions, resolve issues, and strive to meet sales and service goals while upholding security and compliance. A passion for helping others and strong communication are essential.

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

Customer service

Communication

Adaptability

Initiative

Core values alignment

Education

High school diploma or GED

Job description

Community Choice Credit Union is seeking a part-time Personal Advisor in Redford, MI. You will help members save money, earn money, or simplify banking through a member-centric approach and guide them to the right services.

You’ll open accounts, process transactions, resolve issues, and strive to meet sales and service goals while upholding security and compliance. A passion for helping others and strong communication are essential.