orsa credit union · 2 hours ago
Care Consultant
Novi, MI, US
Full-time
Onsite
Entry Level
$20.48/hr - $20.48/hr
2+ years expOrsa credit union is committed to providing exceptional member experiences and financial empowerment. The Care Consultant role focuses on supporting members with their financial decisions, guiding them through account openings, lending requests, and complex account maintenance while ensuring a high level of trust and understanding.
BankingCreditFinancial ServicesNon Profit
Responsibilities
Guide members through new account openings, lending requests, complex account maintenance, and specialized account needs. Ensure conversations are thoughtful, accurate, and grounded in understanding
Listen actively to understand member goals, concerns, and context. Ask thoughtful questions that uncover underlying needs and help members make confident, informed decisions
Own member requests through to clear resolution, including follow-up when needed. Provide clear next steps so members understand what to expect and feel supported throughout their journey
Use product, lending, and account knowledge accurately and consistently. Navigate complex scenarios thoughtfully, seeking guidance when needed to ensure members receive the right support
Identify opportunities to strengthen the member relationship, including checking relationships, direct deposit, and appropriate products or services, when aligned with member needs
Collaborate with inbound care, outreach, digital, lending, and branch teams to ensure smooth handoffs and a cohesive member experience
Demonstrate the credit union’s values in how conversations are handled, challenges are addressed, and members are supported. Contribute to a culture of care, learning, and shared success
Achieve or exceed experience goals and expectations while presenting a friendly and professional demeanor
Liaison between members and servicing
Perform other duties as directed by leadership
Qualification
Required
High school diploma or equivalent
Minimum two years' experience as a service representative in the retail or service industry or equivalent experience
Demonstrated knowledge of fiduciary products and services
Proficiency using Microsoft Office Suite
Benefits
Comprehensive medical, dental, and vision plans
Four weeks of PTO for all full-time team members
Up to 12-weeks paid paternity/maternity leave
Lifestyle Accounts to help with your personal wellbeing
Family Health Benefits
Paid time off to observe all Federal Holidays
Flexible work options depending on position
A generous 401k match
Numerous employee engagement activities
Community Resource Groups
Paid time off for occasions such as volunteering, caregiving, and family events
Company
orsa credit union
orsa credit union is a not-for-profit, full-service financial institution built to protect people, strengthen communities, and create joy.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Meg Pankow
SVP/CFO
Scott Cameron
SVP / Chief Financial Officer
Recent News
2022-12-16
2022-10-26
Company data provided by crunchbase