Financial Success Specialist

LOC Credit Union•Farmington, MI

21h•Onsite

About The Position

Financial Success Specialist (Full time) About Us LOC Credit Union is dedicated to helping our members achieve their financial dreams through personalized service, smart banking solutions, and strong relationships. We operate on the "Let's win together" principle. As a trusted community institution, we aim to make banking straightforward. Job Summary We're looking for a friendly, knowledgeable, and member-focused Financial Success Specialist at our Farmington branch. You will be a versatile team member, supporting both cash and member service functions. Your main goal will be to provide outstanding service while enhancing our members' financial well-being. You will play a vital role in building strong relationships, ensuring member satisfaction, and contributing to the branch's overall success. This involves accurately processing transactions, adhering to policies and increasing member awareness of our products and services. The starting pay for this position is $20.51 per hour.

Requirements

Friendly, knowledgeable, and member-focused
Versatile team member, supporting both cash and member service functions
Accurately processing transactions
Adhering to policies
Increasing member awareness of our products and services
Serve as a Notary Public
Provide Signature Guarantee Medallion services
Work at least one Saturday per month
Travel between branches as needed

Responsibilities

Manage member requests efficiently and accurately, aligning with their financial goals
Use active listening to recommend suitable products and services
Resolve issues effectively
Possess expertise in complex products including but not limited to: IRAs, business loans, trusts and home equity products
Serve as a Notary Public and provide Signature Guarantee Medallion services
Work at least one Saturday per month and travel between branches as needed