Talent.com
Community Choice Credit Union
Personal AdvisorCommunity Choice Credit Union • Royal Oak, MI, United States
Personal Advisor

Personal Advisor

Community Choice Credit Union • Royal Oak, MI, United States
7 days ago
Salary
$19.95 hourly
Job type
  • Full-time
Job description

Personal Advisor

Compensation starting at $19.95/hr.! Sponsorship: This position is not eligible for immigration sponsorship.

Join Our Team as a Personal Advisor 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 and become part of a team that's committed, credible, charitable, and united.

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 and start your journey with Community Choice Credit Union. Together, we can help our neighbors achieve the lives they desire!

Important Message for Applicants: To make sure you don't miss any updates about your application, please check your email spam or junk folder if you don't see messages from us. We're excited to connect with you and keep you informed every step of the way!

Create a job alert for this search

Personal Advisor • Royal Oak, MI, United States

Similar jobs

Talent Generalist, NA People, Warren Plant

Kimberly-Clark CorporationWarren, MI, United States
Full-time

Talent Generalist, NA People, Warren Plant.You're not the person who will settle for just any role.Because we're out to create Better Care for a Better World, and that takes a certain kind of perso... Show more

 • Promoted

Client Relationship Advisor

Financial Services of AmericaTroy, MI, United States
Full-time

Client Relationship AdvisorLocation:Troy, MI Full-Time $52,000/yearAt Financial Services of America (FSA), we're dedicated to helping clients retire with confidence by delivering personalized finan... Show more

 • Promoted

Client Advisor

MCM WorldwideTroy, MI, United States
Full-time

Description:Our Brand:MCM is a luxury lifestyle goods and fashion house founded in 1976 with an attitude defined by the cultural Zeitgeist and its German heritage with a focus on functional innovat... Show more

 • Promoted

Team Manager

Panera BreadRochester, MI, United States
Full-time

At Panera, our leaders are celebrated for bringing out the best in their teams.Enjoy great perks, a welcoming culture, and the opportunity to make a real impactevery day.Get ready to rise and come ... Show more

 • Promoted

Personal Executive Assistant

SMART IT Services, Inc.Utica, MI, United States
Full-time

Personal & Executive Assistant to the CEO “ Location: Utica, MI (In-person with some hybrid flexibility) ’ Schedule: Full-time Standard office hours... Show more

 • Promoted

People Administrator Detroit, United States

Cycle PharmaceuticalsDetroit, MI, United States
Full-time

People CoordinatorUS People CoordinatorCycle Company:Cycle Pharmaceuticals IncLocation:Detroit, (Hybrid, 3 days per week in our Detroit office with the option to work from home 2 days a week.Positi... Show more

 • Promoted

Financial Advisor

TradeJobsWorkforce48307 Rochester Hills, MI, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Manager of Personal Giving

Leader Dogs for the BlindRochester, MI, United States
Full-time

Fully Remote Leader Dogs for the Blind - Rochester Hills, MI 48307.Salary Position Type Full Time.Leader Dogs for the Blind, an international organization based in Rochester Hills, Michigan, has b... Show more

 • Promoted

Team Director Adult Services

Wayne CenterDetroit, MI, United States
Full-time

Assumes overall responsibility for program planning, development and implementation of an assigned team of professions providing direct services to individuals served by the Agency.Assumes direct r... Show more

 • Promoted

Future Opening: Business Development Representative

IICRCSterling Heights, MI, United States
Full-time

Business Development Representative.Do you love working with people and educating them? Then don't miss your chance to join our team as a Business Development Representative for our SERVPRO of Bloo... Show more

 • Promoted

Account Manager - Personal Lines

GallagherSterling Heights, MI, United States
Full-time

IntroductionAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by our digital e... Show more

 • Promoted

Personal Risk Specialist

USI Holdings CorporationTroy, MI, United States
Full-time

Description and RequirementsGeneral Description: The Personal Risk Specialist is an outside sales position focused on serving the unique insurance needs of affluent/high net worth clients.In additi... Show more

 • Promoted

Financial Advisor

Northwestern Mutual Life Insurance CompanyTroy, MI, United States
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

 • Promoted

Financial Aid Advisor - Detroit, MI

Dorsey CollegeDetroit, MI, United States
Temporary

The Financial Aid Advisor is responsible for developing and finalizing student financial plans consistent with the financial aid department policies and procedures, and Federal/State regulations fo... Show more

 • Promoted

Remote Benefits Advisor (50k-90k per year)

Professional CareersRochester, Michigan
$50,000.00 yearly
Remote
Full-time +1

We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time/Part time hours with flexibility.We are r... Show more

Merrill Advisor Development Program - Financial Advisor: Bloomfield Hills Greater Detroit Market

Bank of AmericaWyandotte, MI, United States
Temporary

Advisor Development Program - Financial Advisor.Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, a... Show more

 • Promoted

Beauty Advisor - Part Time

SephoraTroy, MI, United States
Full-time +1

As a Beauty Advisor, you'll be the face of Sephorawelcoming every client with warmth, confidence, and a passion for all things beauty.Through personalized consultations and expert product recommend... Show more

 • Promoted

Customer Experience Advisor

El Car WashSterling Heights, MI, United States
Full-time

Customer Experience AdvisorThe Customer Experience Advisor will play a key role in enhancing the customer experience while driving sales performance.You will be responsible for engaging with custom... Show more

 • Promoted

Account Manager - Personal Lines

Arthur J. Gallagher & Co.Sterling Heights, MI, United States
Full-time

Gallagher Account ManagerAt Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they're free to grow, lead, and innovate.You'll be backed by ... Show more

 • Promoted

Sales Consultant / Client Advisor - Land Rover Troy

Suburban Land Rover of TroyTroy, MI, United States
Full-time

Sales Representative / Client Advisor - Land Rover Troy Suburban Land Rover Troy Lithia & Driveway Capability.Land Rover isn't just a vehicle--it's a statement of capability and refinement.At L... Show more