Personal Advisor

Community Choice Credit Union; Holland (MI); On-site; USD 2,617,000 - 3,031,000; Part time

Job summary

Community Choice Credit Union in Holland, MI is seeking a Part-time Personal Advisor who is bilingual in Spanish and English. The role focuses on helping members with banking needs, identifying opportunities, and guiding them to the appropriate services.

You will resolve issues, process transactions, open accounts, and explain terms in clear, friendly language, while meeting service and sales goals. This position emphasizes community focus and provides opportunities for growth within a

Qualifications

• High school diploma or GED required.
• Fluency in Spanish and English required.
• Strong communication and multitasking skills.
• Passion for helping others and improving financial well-being.
• Ability to adapt and provide outstanding member service.

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

Bilingual Spanish/English

Sales skills

Customer service

Communication

Multitasking

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Personal Adviser (Bilingual - Spanish/English)

Part-time Personal Advisor Holland, Holland, MI, US 1 Attachments

9 days ago Requisition ID: 2846

Personal Advisor (Bilingual- Spanish/English)

Compensation starting at $19.95/hr.!

Sponsorship: This position is not eligible for immigration sponsorship.

Join Our Team as a Personal Advisor at Community Choice Credit Union!

At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor and become part of a team that’s committed, credible, charitable, and united.

What You'll Do as a Personal Advisor:

• 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.

What We're Looking For:

• Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
• Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
• Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
• Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
• Alignment with our core values: credible, charitable, committed, and united.

Qualifications:

• High school diploma or GED.
• Passion for helping others and improving their financial well-being.
• Strong communication, organizational, and multitasking skills.
• Fluency in both Spanish and English is required.

Why Join Us?

• A supportive and collaborative work environment focused on helping members and communities thrive.
• Opportunities for personal and professional growth.
• Be part of a purpose-driven organization that values integrity, innovation, and inclusion.

Important Message for Applicants: To make sure you don’t miss any updates about your application, please check your email spam or junk folder if you don’t see messages from us. We’re excited to connect with you and keep you informed every step of the way!