Part-Time Member-Focused Financial Advisor

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

Job summary

Community Choice Credit Union in Warren, MI invites you to join as a Personal Advisor. In this part-time role, you will engage members with a member-centric approach, identify financial needs, and guide them to the right services while delivering outstanding service.

You’ll handle transactions, open accounts, assist with loan applications, and meet sales and service goals. The role offers a supportive team environment and opportunities to grow within a purpose-driven organization.

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

Communication

Education

High school diploma or GED

Job description

Community Choice Credit Union in Warren, MI invites you to join as a Personal Advisor. In this part-time role, you will engage members with a member-centric approach, identify financial needs, and guide them to the right services while delivering outstanding service.

You’ll handle transactions, open accounts, assist with loan applications, and meet sales and service goals. The role offers a supportive team environment and opportunities to grow within a purpose-driven organization.