Personal Advisor
Community Choice Credit Union
Personal Advisor
Community Choice Credit Union
Applications Closed
Posted about 1 month ago
Full Time
Farmington Hills, Michigan
In Person
Smart Summary
The Personal Advisor will utilize a member-centric approach to identify opportunities that save money, make money, or simplify banking for members, recommending specialized resource departments as needed. Responsibilities also include accurately processing member transactions, opening accounts, processing loans, and resolving account-related issues while adhering to security and compliance standards.
As a Personal Advisor, you will adopt a member-centric approach to identify financial opportunities, resolve account issues, and accurately process transactions and loans. The role requires strong sales and exceptional member service skills, along with adaptability and initiative to help members achieve their financial goals. A passion for helping others and strong communication, organizational, and multitasking abilities are crucial for success.
Must Have Skills for ATS
Sales Skills
Member Service Skills
Adaptability
Initiative
Communication
Organizational Skills
Multitasking Skills
Data Analysis
Problem Solving
Compliance Adherence
Job Description
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 and become part of a team that’s committed, credible, charitable, and united.
Compensation starting at $19.95 an hour!
📄 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!
Community Choice Credit Union
Community Choice Credit Union has proudly served Michigan since 1935. Our mission is to help neighbors achieve financial success through affordable, accessible solutions—whether you're opening your first account or planning for retirement. We offer checking, savings, loans, investment and insurance services, plus digital tools that make managing money simple. Open your account with just $5 and bank from anywhere with our secure e-Banking tools. We were founded by a group of Michigan neighbors, and that spirit still guides us. You’re more than a number here—you’re part of our community. As a full service credit union, Community Choice offers checking and savings accounts, loans, mortgages, investment services, and more. Let’s get together today to talk about what’s best for your money and you.
Boost Your Interview Chances
With Runway
See Your Fit for This Role
1-5 min
Your Score
?
Top Applicants
90%
Your Job Search Advantage
Key Gaps & Next Steps:
Address these in your resume & Interview
Top Strengths For This Role
Highlight these in your cover letter & interview
Your Interview Guide
A Personalized Interview Strategy
Freshest Opportunities
Never Miss a Good Fit
Get notified when jobs mach your criteria