Member Experience Advisor
On-siteHolland, Michigan, United States
Job Summary
Engage members as the first point of contact to build relationships and uncover needs through genuine conversation. Open new memberships, checking, savings, and specialty accounts while conducting consumer loan interviews and processing applications for personal, auto, and credit card products. Proactively identify cross-sell opportunities to refer products that benefit the member's financial well-being and educate clients on digital banking tools. Maintain the branch vault for security and support overall operations, including opening/closing procedures and cash management. Collaborate with the team to meet sales and service goals. This role is based in Fennville, MI, with a bi-weekly schedule and includes a 401(k) match, health insurance, and performance bonuses.
Required Qualifications
- 1–3 years of similar or related experience in a financial institution or proven success in a sales-focused environment (banking, retail, or service industry)
- Confident communicator with excellent relationship-building skills
- Goal-oriented, self-motivated, and driven to exceed expectations
- Strong problem-solving and analytical abilities
- Tech-savvy and comfortable learning new systems and digital tools
- A genuine passion for helping others achieve financial success
- This position is located in Fennville, MI
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