Personal Advisor Team Lead

Community Choice Credit Union • Roseville, MI

2d • Onsite

About The Position

This position is responsible for serving as the Credit Union’s lead personal advisor including handling member transactions and member center operations in an expert fashion with expert knowledge and service focus. This position meets or exceeds individual sales and service goals and acts as a mentor to the personal advisors and member center. In the absence of a Member Center Assistant Manager, this role would be responsible for the daily operations of the member center. As a member of the member center leadership team, this position will promote, mentor, and coach staff on meeting and exceeding sales and service goals. This role is an individual contributor at the Credit Union.

Requirements

• High school diploma or equivalent: Required
• Two to five years of similar or related experience.
• Excellent member service skills and communication skills.
• Familiarity with financial industry.
• Thorough knowledge of branch operations and procedures.
• Excellent sales and service aptitude and capability.
• Excellent training, and coaching abilities.
• Well organized and ability to prioritize tasks.
• Completion of the FiCEP Certification per Standardized Financial Planning within established deadline.
• Completion of the Mentor Development Program.

Responsibilities

• Perform operational tasks that assists member center management with the day to day responsibilities of the member center (vault management, opening and closing procedures, cash management, reports and accounting needs, compliance needs, etc.).
• Ensure accuracy and thoroughness of documentation and data entry during account opening, loan application/closings, and maintenance of memberships.
• Assist management in providing effective training, transactional coaching and mentoring techniques to existing and new team member’s regarding all aspects of sales and service to ensure individual goals and growth targets of the credit union are met.
• Assist with schedule development and ensure staff is available at all times to provide quality service to the membership.
• Balance the branch general ledgers, vault, and cash dispensers, to ensure compliance with credit union policies.
• Responsible for the ordering of cash shipments for the vault and ATM to ensure sufficient funds are available for our membership.
• Monitor and report any out of balance conditions of concern to necessary parties to ensure the credit union out of balance guidelines and regulations are in compliance.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED