Personal 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

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 Warren, Warren, MI, US 1 Attachments

10 days ago Requisition ID: 2836

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.

Formal Application: The formal application can be found attached to this posting . Please review and complete it to take the next step toward joining our team!

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.

Ready to Make a Difference? Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

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!