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Customer Financial Advisor

2 months ago

Royal Oak Michigan, United States Michigan First Credit Union Full time

Location:

Responsibilities:

This position is within a Retail In-Store environment, located in popular retail chains.

Branch Hours:

Monday - Friday: 10:00 a.m. - 7:00 p.m
Saturday: 10:00 a.m. - 3:00 p.m.

Sunday:
Closed.

Role Overview:

Are you someone who can effortlessly engage in conversation? Do you take pleasure in assisting individuals in discovering the right financial solutions? If so, this role may be an excellent fit for you.

As a Customer Financial Advisor at Michigan First Credit Union, you will be tasked with delivering exceptional service while fostering relationships with our members. We pride ourselves on teamwork, and your collaborative spirit will be essential.

Our primary objective is to offer tailored solutions to our members' financial needs, ensuring they leave feeling content and secure.


Key Responsibilities:
  • Provide outstanding service to both current and prospective members.
  • Act as a representative of our brand, embodying positivity and confidence.
  • Deliver personalized financial solutions, assisting members with loan choices, savings strategies, and account options.
  • Introduce new members to the benefits of joining Michigan First Credit Union.
  • Ensure follow-through on commitments and attention to detail.

Qualifications:
Ideal Candidate:
  • Outgoing and personable, with a genuine passion for engaging with people.
  • Professional experience of at least 3 years, preferably in financial sales or retail.
  • Customer service experience of at least 3 years, ensuring a top-notch experience for our members.
  • Ability to quickly learn and understand our products and services.
  • A flexible schedule to accommodate the needs of our members.
  • A team player willing to assist at various locations as needed.

About Us:

Michigan First Credit Union has been serving members for over 90 years, providing exceptional service to more than 165,000 members across Michigan. Our mission is to enhance our members' lives through personalized financial solutions.

We foster a culture centered around service, professionalism, and growth.


Highlights of Michigan First:
  • A dedicated team of 500 members.
  • 30 locations across Michigan.
  • Recognized for community support and charitable initiatives.
  • Member Services available 24/7.
  • Over $1.5 Billion in assets.

Benefits of Joining Our Team:
  • Competitive compensation.
  • Affordable medical, dental, and vision plans.
  • 401(k) with a generous match.
  • Tuition reimbursement for higher education.
  • Access to wellness programs and initiatives.
  • Loan discounts for members.

Michigan First Credit Union is proud to be an Equal Opportunity Employer.