About The Position

Responsible for providing an exceptional in-branch member experience. Builds & deepens relationships with members by proactively uncovering financial needs. Processes financial transactions including check cashing, withdrawals, deposits, & loan payments. Takes applications/closes consumer loans, home equity loans, & mortgage loans. Performs transactions on stationary & mobile devices. Identifies, troubleshoots & resolves member service issues. Manages a self-developed pipeline of members & prospects for future opportunities with the objective of meeting or exceeding assigned sales goals. This is a multi-faceted role and requires exceptional member service skills, product/service knowledge, technological expertise & attention to detail & adherence to operations policies & procedures.

Requirements

  • High School Diploma or General Education Degree (GED).
  • Minimum of two years of work-related experience as a Member Service Consultant and/or Relationship Banker in the financial industry.
  • Background in financial services, retail, or general sales.
  • Strong familiarity with digital banking channels such as ATM, online, and mobile.
  • Valid Michigan Credit Insurance License to receive paid incentive on sale of insurance product.
  • Obtain and maintain NMLS registration within 4 months of hire date.
  • Take real estate loan applications within 4 months of NMLS registration.
  • Fluency in a foreign language may be required depending on branch assignment.
  • Expert skills in computer terminal, personal computer, and mobile/electronic device operation.
  • Intermediate typing and math skills.
  • Exceptional verbal, written, and interpersonal communication skills.

Nice To Haves

  • Educational experience through in-house training sessions, formal school, or financial industry related curriculum.
  • Strong knowledge of credit union data processing systems functions.
  • Ability to deal with complex problems involving multiple facets and variables.

Responsibilities

  • Provide an exceptional in-branch member experience.
  • Build and deepen relationships with members by uncovering financial needs.
  • Process financial transactions including check cashing, withdrawals, deposits, and loan payments.
  • Take applications and close consumer loans, home equity loans, and mortgage loans.
  • Perform transactions on stationary and mobile devices.
  • Identify, troubleshoot, and resolve member service issues.
  • Manage a self-developed pipeline of members and prospects for future opportunities.
  • Meet or exceed assigned sales goals.

Benefits

  • Advancement opportunities.
  • Paid holidays.
  • Tuition assistance.
  • Student loan repayment assistance.
  • 401k.
  • Life insurance.
  • Paid time off.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Industry

Credit Intermediation and Related Activities

Education Level

High school or GED

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