Call Centers, Coaching, Consumer Loans, Credit Cards, Credit Union, Cross-Selling, Customer Experience, Customer Relations, Exceeded Sales Goal, Financial Analysis, Financial Services, Health Insurance, High School Diploma, Loyalty Programs, Mentoring, Operational Support, Problem Solving Skills, Retail, Sales Closing Skills, Team Player
Note: This position is located in our Contact Center in the Brighton MI Headquarters building. Typical schedule 1000am-700pm. Additionally, one Saturday a month, 900 a.m.- 100 p.m. Hybrid schedule 2 days remote, 3 days in person available at 6 months.
More Than A Job
Why do you work each day? To us, our jobs are not just something we do to make a living; its 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 isnt measured in dollars and cents; its seen in our communities and felt by the people who believe in us.
Benefits
- Financial wellbeing services
- 401K matching with up to 5 match
- Reduced health insurance
- Employee wellbeing services
- DE&I initiatives
- Work-life balance
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 and build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals.
What Youll 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 members relationship by assessing members 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.
- 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 Youll Bring
- High School Diploma or 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.
What Youll Get
We know that pay and benefits are important. And weve really got that covered. But we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and youll enjoy:
- Working with an energetic team focused on making our members wildly successful
- An opportunity to work with others that have your back every step of the way
- Opportunities to make a difference both inside and outside of our walls
- Being treated like you are more than the work you do
- Must be a tech-savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.