What are the responsibilities and job description for the Personal Advisor - Float position at Community Choice Credit Union?
Join Our Team as a Personal Advisor Float at Community Choice Credit Union!
At Community Choice Credit Union, we believe in helping our neighbors achieve the life they desire. By living out our purpose and core values, we create meaningful connections with our members and provide outstanding service. If you're a dynamic and member-focused individual, we invite you to apply for the role of Personal Advisor Float and become part of a team that’s committed, credible, charitable, and united.
- This role is a float position and will travel to multiple locations as needed. The locations include: New Hudson, Milford and Northville.
Formal Application:
The formal application can be found attached to this posting. Please review and complete it to take the next step toward joining our team!
What You'll Do as a Personal Advisor:
- Use a "member-centric" approach to uncover opportunities that save money, make money, or simplify banking for our members.
- Recommend resource departments, such as Business, Investment, or Mortgage Services, to meet members' financial needs.
- Resolve account-related issues by collecting and analyzing data, securing answers, and providing timely solutions.
- Accurately process member transactions, including cash, checks, and loans, while adhering to policies and standards.
- Open accounts, enroll members in services, and clearly explain terms and conditions.
- Process and close loan applications, ensuring documentation accuracy and compliance.
- Apply security, compliance, and fraud training to protect members and their information.
- Meet or exceed sales and service goals while contributing to the success of your team and the organization.
What We're Looking For:
- Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities.
- Exceptional member service skills: provide timely, courteous, and professional support to internal and external members.
- Adaptability: open to change, new responsibilities, and able to handle pressure effectively.
- Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas.
- Alignment with our core values: credible, charitable, committed, and united.
Qualifications:
- High school diploma or GED.
- Passion for helping others and improving their financial well-being.
- Strong communication, organizational, and multitasking skills.
Why Join Us?
- A supportive and collaborative work environment focused on helping members and communities thrive.
- Opportunities for personal and professional growth.
- Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
Ready to Make a Difference?
Apply today using the attached formal application and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!
