Personal Advisor: Banking Solutions & Member Service

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

Job summary

Community Choice Credit Union in Warren, MI, is seeking a Part-time Personal Advisor to engage members and provide tailored financial guidance. The role focuses on open accounts, servicing, and loan processing with a strong emphasis on service quality and sales goals.

The successful candidate will demonstrate adaptability, initiative, and alignment with the credit union's values, delivering professional support while meeting performance targets in a collaborative environment.

Qualifications

• Must have strong sales skills to identify opportunities and close opportunities.
• Provide timely, courteous, and professional support to members.
• Able to adapt to change, take on new responsibilities, and handle pressure.

Responsibilities

• Use a member-centric approach to uncover opportunities that save or earn money or simplify banking.
• Recommend resource departments to meet members' financial needs.
• Resolve account-related issues by collecting and analyzing data, securing answers, and delivering 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.
• Process and close loan applications with 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 team and organization.

Skills

Sales

Customer service

Adaptability

Initiative

Communication

Education

High school diploma or GED

Job description

Community Choice Credit Union in Warren, MI, is seeking a Part-time Personal Advisor to engage members and provide tailored financial guidance. The role focuses on open accounts, servicing, and loan processing with a strong emphasis on service quality and sales goals.

The successful candidate will demonstrate adaptability, initiative, and alignment with the credit union's values, delivering professional support while meeting performance targets in a collaborative environment.