Member Experience Associate - Howell Highland

Lake Trust Credit Union

7d•Onsite

About The Position

This position is in Howell, MI. More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it’s a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Requirements

High School Diploma/GED is required
Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment.
Proven ability to proactively interact with members to identify and uncover needs while supporting a strong member/customer service culture.

Nice To Haves

Adaptable with a strong sense of teamwork.

Responsibilities

Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs.
Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member’s relationship by assessing member’s total financial picture and offering solutions to advance their financial success.
Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals.
Maintain product knowledge at an expert level.
Cross-sells products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals.
Build and deepen member relationships by providing the Best Member Experience.
Support onstage operations and help to reach and exceed Lake Trust goals.