Member Experience Associate - Virtual Teller - Contact Center

Lake Trust Credit Union

Brighton, MIHybridFull time
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Location
Brighton, MI
Work style
Hybrid
3 days in office
Job type
Full time
Posted
Oct 13
6 days ago
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About the company

Lake Trust Credit Union

Banking · 201 to 500 employees

Why do you work each day? To us, our jobs are not just something we do to make a living, it’s 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 isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us.

Lake Trust Credit Union on LinkedIn

What you'll do

  • Help members identify financial needs and offer solutions, products, and services.
  • Coach peers, educate members on loans and credit cards, and originate, process, and close consumer loans.

What you need

  • High School Diploma/GED is required.
  • Requires 1-2 years of job-related experience building member/customer relationships and successfully cross-selling products in a financial institution or retail environment.
  • Education: a high school diploma

Key skills

building member/customer relationshipscross selling productsactive listeningteamworkadaptabilitytech savvyfinancial coachconsumer loanscredit card products

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Read the full posting here
Note: This position is located in our Contact Center in the Brighton, MI Headquarters building. Typical schedule 10:00am-7:00pm. Additionally, one Saturday/month 9:00 a.m.- 1:00p.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, it’s 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 isn’t measured in dollars and cents, it’s seen in our communities and felt by the people who believe in us. Benefits Include Financial wellbeing services401(K) matching with up to 5% matchReduced health insuranceEmployee wellbeing servicesDE&I initiativesWork-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-sells products and service and will 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 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.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 you’ll bring High School Diploma/GED is requiredMinimum 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 you’ll get We know that pay and benefits are important. And, we’ve 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 you’ll enjoy: Working with an energetic team focused on making our members wildly successfulAn opportunity to work with others that have your back every step of the wayOpportunities to make a difference both inside and outside of our wallsBeing treated like you are more than the work you doMust be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.

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