Personal Advisor - Float
About The Position
Community Choice Credit Union is hiring a member-focused Personal Advisor for an Eastside float position. The home branch is the Troy Member Center, and the role covers the Eastpointe, Roseville, Royal Oak, Shelby Township, Warren, and Troy Member Centers. The position uses a member-centric approach to help members save money, make money, or simplify their banking, while providing professional service and supporting their financial well-being. The Personal Advisor handles member transactions and account services, resolves account-related issues, processes loan applications, and explains account terms and conditions. The role also involves recommending other credit union resources, applying security and compliance practices, and meeting sales and service goals. Compensation starts at $20.95 per hour. This position is not eligible for immigration sponsorship.
Requirements
- High school diploma or GED.
- Strong sales skills, including identifying member needs, presenting effectively, and closing opportunities.
- Strong member service skills, including timely, courteous, and professional support for internal and external members.
- Adaptability to change and new responsibilities, with the ability to handle pressure effectively.
- Initiative in solving problems, pursuing growth opportunities, and generating ideas.
- Strong communication, organizational, and multitasking skills.
- Passion for helping others and improving their financial well-being.
- Alignment with the organization's core values: credible, charitable, committed, and united.
Responsibilities
- Use a member-centric approach to identify opportunities that save members money, help them make money, or simplify their banking.
- Refer members to resource departments such as Business, Investment, or Mortgage Services to address their financial needs.
- Resolve account-related issues by collecting and analyzing information, obtaining answers, and providing timely solutions.
- Process cash, check, and loan transactions accurately and in accordance with policies and standards.
- Open accounts, enroll members in services, and explain terms and conditions clearly.
- Process and close loan applications, ensuring documentation is accurate and compliant.
- Apply security, compliance, and fraud training to protect members and their information.
- Meet or exceed sales and service goals and contribute to team and organizational success.
Benefits
- Supportive and collaborative work environment focused on helping members and communities thrive.
- Opportunities for personal and professional growth.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
