Personal Advisor - Float
About The Position
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor Float and become part of a team that’s committed, credible, charitable, and united. Consistent part-time schedule: 24–28 hours per week, providing stability with flexibility. Eastside Float Position Home Branch: Royal Oak Member Center Coverage: Float between Shelby, Warren, Eastpointe, Troy, Roseville and Royal Oak Member Centers
Requirements
- Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
- Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
- Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
- Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
- Alignment with our core values: credible, charitable, committed, and united.
- High school diploma or GED.
- Passion for helping others and improving their financial well-being.
- Strong communication, organizational, and multitasking skills.
Responsibilities
- Based out of your assigned home branch, you will travel to and work at various Member Centers within your designated region as staffing needs arise.
- Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
- Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
- Resolve account-related issues by collecting and analyzing data, securing answers, and providing 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 and conditions.
- Process and close loan applications, ensuring 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 success of your team and the organization.
Benefits
- Full medical, dental, and vision insurance coverage
- 401(k) plan with employer match after one year of service, including a 3% Safe Harbor contribution
- Life insurance coverage
- Wellness programs and resources
- Paid Time Off (PTO) accrual
- Paid holidays and volunteer time
- Tuition reimbursement and support for professional development
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
