Lake Trust Credit Union · 17 hours ago
Call Center Representative
Brighton, MI
Full-time
Onsite
Entry Level
$18/hr - $18/hr
1+ years expLake Trust Credit Union is dedicated to supporting its members and enhancing their financial success. The Member Experience Associate will engage with members, provide financial coaching, and cross-sell products to deepen member relationships and achieve organizational goals.
BankingConsumer LendingFinancial ServicesNon Profit
Responsibilities
Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs
Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member’s relationship by assessing member’s total financial picture and offering solutions to advance their financial success
Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals
Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm
Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members’ financial well-being by looking for cross-sale opportunities and acting as a financial coach to members
Qualification
Required
High School Diploma/GED is required
Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment
Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities
Benefits
Financial wellbeing services
401(K) matching with up to 5% match
Reduced health insurance
Employee wellbeing services
DE&I initiatives
Work-life balance
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Paid time off
Professional development assistance
Tuition reimbursement
Vision insurance
Company
Lake Trust Credit Union
Lake Trust Credit Union focuses on consumer lending, business lending, community development and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David A. Snodgrass
President and CEO
Recent News
2025-04-30
Company data provided by crunchbase