Cornerstone Community Financial Credit Union · 1 month ago
Member Contact Advisor
Troy, MI
Full-time
Hybrid
New Grad, Entry Level
$20/hr - $21/hr
0+ years expCornerstone Community Financial Credit Union is dedicated to providing outstanding member service through its contact center. The Member Contact Advisor role involves assisting members with their banking needs, addressing inquiries, and offering financial solutions to deepen member relationships with the credit union.
AccountingCreditFinancial ServicesLending
Responsibilities
Utilizes a consultative interview process with each interaction to identify opportunities and deliver creative financial solutions, including opening and maintaining accounts, processing consumer loan applications, and other duties as assigned to deepen the member relationship with CCF
Answers calls within the credit unions specified allotted time to maintain service metrics
Responds to member questions, concerns and inquiries and ensures each member receives outstanding member service by performing within CCF’s vision, mission, goals, and living our service promises through inbound calls, outbound calls, email, and all digital platforms
Processes transactions, updates account information, and documents member interviews in our core system promptly, efficiently, and accurately with close attention to detail
Fosters cooperation, teamwork, and frequent communication with the Centralized Lending and Loan Processing staff to ensure seamless service for our membership
Follows-up through the loan closing process
Researches situations and collaborates with internal departments, as necessary, to resolve concerns
Performs department related support duties, to include, but not limited to scanning, faxes, and working daily reports
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control
Qualification
Required
Six months to two years of similar or related experience, including time spent in preparatory positions
A high school degree or GED is required
Courtesy and tact are essential elements of the job
Demonstrated strong customer service skills that include proven ability to handle difficult member interactions
Strong communication skills must be demonstrated through oral and written means
Proven sales aptitude
Proficient in the Microsoft suite of products including Word, Excel, and Outlook
Ability to obtain and maintain notary designation
Ability to be bonded
Possesses basic mathematical skills and is proficient in the use of calculators
Must be able to multi-task effectively between multiple systems to assist members with their inquiries
Benefits
Competitive Base Compensation: Competitive salary with eligibility for performance-based incentives.
Paid Time Off: PTO available to support work-life balance, in addition to 13 paid company holidays per year.
Wellness & Volunteer Time: Additional time off to support employee wellness and community involvement.
Health Insurance Coverage: Multiple low deductible medical plan options, as well as dental and vision coverage.
Employer-Paid Coverage: Company-paid life insurance and short- and long-term disability coverage.
Flexible Spending Accounts (FSA): Options for both medical and dependent care FSAs.
Education Assistance: Tuition reimbursement and student loan repayment support to help advance your education and career.
Retirement Benefits: 401(k) plan with up to 4% company match, plus an additional 4% profit-sharing contribution.
Employee Assistance Program (EAP): Confidential support services for personal and professional challenges
Company
Cornerstone Community Financial Credit Union
Cornerstone Community Financial Credit Union is a progressive, full-service financial institution owned and operated by its members.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Heidi Kassab
President/CEO
Rob Stier
Chief Financial Officer
Recent News
2025-08-27
American Banker
2022-05-05
2021-12-28
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