Relationship Banker

Livonia Chamber of Commerce; Livonia (MI); On-site; Full time

Job summary

A leading financial institution in Michigan seeks a Member Experience Specialist II to enhance customer interactions and foster relationships. This full-time role involves assisting members with financial products and ensuring high-quality service. Candidates should have a high school diploma and experience in customer service. The company offers competitive pay and various benefits, fostering a culture of belonging and professional growth.

Benefits

Medical, dental, and vision plans

Four weeks of PTO

Federal Bank Holidays off

Flexible work options

Employee engagement activities

Community Resource Groups

Time off for volunteering

Qualifications

• Minimum two years' experience as a service representative in the retail or service industry.

Responsibilities

• Create exceptional in-person experiences for members seeking financial products.
• Conduct personalized reviews of member’s financial positions.
• Meet or exceed monthly branch goals.

Skills

Customer Service

Communication

Education

High school diploma or equivalent

Job description

Community Financial Credit Union is a full-service financial institution that serves anyone living, working, worshiping, or attending school in Michigan. We are a not-for-profit institution and have been in business for over 70 years!

Community Financial HQ is located in Plymouth, MI. We have 14 branches in the Metro Detroit Area well as Northern Michigan.

So, what makes Community Financial innovative and unique? Community Financial is not only the place you want to bank, but it is also a great place to work! We’ve been recognized as one of the Regional Best and Brightest Companies for the last 18 years, nationally since 2018, and became certified as a Great Place To Work in 2023.

Our Culture:

At Community Financial, our purpose is to create joy and ignite Michiganders’ impossible dreams. A culture of joy and impossible dreams is a culture of belonging: belonging is the spark. Guided by our values of Relentless Care, Hustle & Grind, and Huzzah!, we create a Culture of Belonging where every team member and member feels valued, connected, supported and can be their authentic selves.

We are proud to offer a variety of professional development opportunities for our team members. From mentorships to internal growth programs, Community Financial aspires to provide team members the opportunity to reach their career goals while being their true, authentic self.

About the role:

Do you have experience working to create exceptional experiences though customer service?

Keep reading for additional information!

The Member Experience Specialist II creates unparalleled in-person experiences for existing and prospective members seeking specialized investment and business financial products and consultation that interface with Community Financial Credit Union through our retail locations. By conducting interactive and collaborative interviews at new member origination, subsequent complex account maintenance and transactional requests, the Member Experience Specialist II will identify opportunities to expand existing investment and business relationships while positioning Community Financial Credit Union as a first-choice market leader and the primary financial institution for the members they serve.

This position has a starting hourly rate of $20.48, but your offer amount may be increased with relevant work experience and transferrable skills.

This is a full-time position Monday–Saturday, with a day off during the week.
Work schedule varies based on branch needs.

Possible work locations include Canton, Plymouth, Northville, Westland, Livonia, and Wixom.

A Day in the life of a Member Experience Specialist II can look like:

• Protect the integrity and confidentiality of our membership by identifying members/account ownership to ensure proper access is upheld. Perform transactional duties to serve members with high accuracy in accordance with credit union policies and procedures as well as adhering to Community Financial Credit Union’s balancing standards and proper dual control.
• Originate and expand member relationships by conducting an in-depth and personalized review of the member’s financial position. This is achieved by interviewing and finding opportunities to recommend product and services that meet the members financial goals.
• Demonstrate competency and an in-depth knowledge of all fiduciary deposit products, services and systems and account types including checking, savings, CD's and IRAs and lending products to open and conduct required account maintenance.
• Demonstrate a thorough knowledge of all digital banking products and services.
• Meet or exceed monthly branch goals including the promotion of ancillary products and submitting partner referrals by showcasing the added benefits and impact to the member.
  

What you bring to the table:

• High school diploma or equivalent.
• Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Demonstrated proficiency at Community Financial Credit Union in a similar role may also be considered.

As a team member at Community Financial Credit Union, you’ll enjoy:

• Medical, dental, and vision plans
• Four weeks of PTO for all full-time team members
• Federal Bank Holidays off
• Flexible work options depending on position
• Numerous employee engagement activities
• Community Resource Groups
• Time off for occasions such as volunteering, caregiving, and family events

Contact/application information:

If this description appeals to you, please submit an application! A member of CFCU’s Talent Acquisition Team will be in contact with you shortly!

Equal Employment Opportunity Policy:

Community Financial Credit Union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws.

Disclaimer:

This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward.

Additional Postings available from CFCU - Livonia