Personal Advisor - Float bei Community Choice Credit Union

Compensation: Starting at $19.95 per hour, plus an additional $1.00 per hour for Float Program participants. Mileage reimbursement is provided for travel beyond the assigned home branch.

📄 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 Float:

• Based out of your assigned home branch, you will travel to and work at various Member Centers within your designated region as staffing needs arise.
• 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.
• Be part of a purpose-driven organization that values integrity, innovation, and inclusion.
• Gain valuable experience working in a variety of branch environments and with diverse teams, enhancing your adaptability and problem-solving skills.
• Build strong connections across multiple locations, increasing your visibility and opening doors for future advancement.
• Enjoy variety in your day-to-day work by supporting different locations, keeping your role dynamic and engaging.
• Exposure to multiple branches and leadership teams can accelerate your path to future roles within the organization.
• Enjoy a Competitive and Comprehensive Benefits PackageFeaturing:
  • Full medical, dental, and vision insurance coverage

1. 401(k) plan with employer match after one year of service, including a 3% Safe Harbor contribution
2. Life insurance coverage
3. Wellness programs and resources
4. Paid Time Off (PTO) accrual
5. Paid holidays and volunteer time
6. Tuition reimbursement and support for professional development

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!