Member Experience Associate - Warren
Lake Trust Credit Union · Warren, MI · 2 mo ago
OTHRFull-time
Job Summary
The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sell products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience.
What You’ll Do
- 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.
- Demonstrate positive behaviors that promote high morale, cooperation, and enthusiasm.
- Educate members on consumer loans and credit card products.
- Originate, process, and close on consumer loans.
- Advise on opportunities to advance members’ financial well-being by looking for cross-sale opportunities and acting as a financial coach to members.
What You’ll Bring
- A 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.
- A high degree of adaptability to adjust quickly to change and priorities.
Benefits
- Financial wellbeing services
- 401(K) matching with up to 5% match
- Reduced health insurance
- Employee wellbeing services
- DE&I initiatives
- Work-life balance