Personal Advisor

Community Choice Credit Union; Roseville (MI); On-site; USD 2,159,000 - 3,075,000; Part time

Job summary

Community Choice Credit Union in Roseville, MI is seeking a part-time Personal Advisor. You will help members save money, earn money, or simplify banking using a member-centric approach, and guide them to appropriate services such as Business, Investment, or Mortgage Services.

You will open accounts, process transactions, and ensure compliant, accurate loan processing. The role emphasizes exceptional member service, adaptability, and initiative to meet sales and service goals while supporting

Qualifications

• Strong sales skills to uncover member needs and close opportunities.
• Exceptional member service skills: timely, courteous, and professional support.
• Adaptability to change, new responsibilities, and pressure.
• Proactive in solving problems and seeking growth opportunities.
• Alignment with our core values: credible, charitable, committed, united.

Responsibilities

• Use a member-centric approach to uncover opportunities that save money, make money, or simplify banking.
• Recommend resources such as Business, Investment, or Mortgage Services to meet members' needs.
• Resolve account-related issues by analyzing data and providing timely solutions.
• Accurately process member transactions, including cash, checks, and loans, per policies.
• Open accounts, enroll members in services, and explain terms clearly.
• Process and close loan applications with accurate documentation and compliance.
• Apply security, compliance, and fraud training to protect members' information.
• Meet or exceed sales and service goals and contribute to the team.

Skills

Sales skills

Member service

Adaptability

Initiative

Core values alignment

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 Advisor

Part-time Personal Advisor Roseville, Roseville, MI, US

Personal Advisor

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.

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.