Apply on Employer Site

Community Choice Credit Union · 12 hours ago

Personal Advisor Team Lead

Roseville, MI, US

Full-time

Onsite

Entry, Mid Level

$22.55/hr - $22.55/hr

2+ years exp

Community Choice Credit Union is dedicated to helping neighbors achieve their desired life through outstanding service. The Personal Advisor Team Lead is responsible for leading the personal advisor team, managing member transactions, and ensuring exceptional service while meeting sales goals and mentoring staff.

BankingCreditFinancial Services

Comp. & Benefits

Responsibilities

Perform operational tasks that assists member center management with the day to day responsibilities of the member center (vault management, opening and closing procedures, cash management, reports and accounting needs, compliance needs, etc.)

Ensure accuracy and thoroughness of documentation and data entry during account opening, loan application/closings, and maintenance of memberships

Assist management in providing effective training, transactional coaching and mentoring techniques to existing and new team member’s regarding all aspects of sales and service to ensure individual goals and growth targets of the credit union are met

Assist with schedule development and ensure staff is available at all times to provide quality service to the membership

Balance the branch general ledgers, vault, and cash dispensers, to ensure compliance with credit union policies

Responsible for the ordering of cash shipments for the vault and ATM to ensure sufficient funds are available for our membership

Monitor and report any out of balance conditions of concern to necessary parties to ensure the credit union out of balance guidelines and regulations are in compliance

Qualification

Member service skillsSales skillsFinancial industry familiarityBranch operations knowledgeTrainingCoaching abilitiesWell organizedPrioritize tasksFiCEP CertificationCommunication skillsMentor Development Program