Credit Union ONE · 11 hours ago
MEMBER RELATIONSHIP CONSULTANT - Traverse City
TRAVERSE CITY, Michigan, United States
Full-time
Onsite
Entry, Mid Level
2+ years expCredit Union ONE is a financial institution seeking a Member Relationship Consultant to enhance the in-branch member experience. The role involves building relationships with members, processing financial transactions, and addressing member service issues while achieving sales goals.
BankingFinancial Services
Responsibilities
Responsible for providing an exceptional in-branch member experience
Builds & deepens relationships with members by proactively uncovering financial needs
Processes financial transactions including check cashing, withdrawals, deposits, & loan payments
Takes applications/closes consumer loans, home equity loans, & mortgage loans
Performs transactions on stationary & mobile devices
Identifies, troubleshoots & resolves member service issues
Manages a self-developed pipeline of members & prospects for future opportunities with the objective of meeting or exceeding assigned sales goals
Qualification
Required
High School Diploma or General Education Degree (GED)
Minimum of two years of work - related experience as a Member Service Consultant and/or Relationship Banker in the financial industry. Work-related experience should consist of a background in financial services, retail, or general sales. Educational experience, through in-house training sessions, formal school, or financial industry related curriculum, should be applicable to the financial, retail, or sales industries
Strong familiarity with digital banking channels such as ATM, online, and mobile
Exhibits a passion and commitment to great member service by consistently delivering the service process to every member of Credit Union ONE
Work ethic that is consistent with Credit Union ONE Core Values and delivery of the Value Proposition
Energizing force in the branch; someone who likes to be lead and sets a high pace of energy, enthusiasm and engagement with other employees and members. A certain degree of creativity and latitude is required
Strong knowledge of credit union data processing systems functions that relate to processing member transactions
Must hold a valid Michigan Credit Insurance License to receive paid incentive on sale of insurance product
Obtain and maintain NMLS registration within 4 months of hire date
Take real estate loan applications within 4 months of NMLS registration
Position may require written and spoken fluency in a foreign language depending on branch assignment
Expert skills in computer terminal, personal computer, and mobile/electronic device operation; mainframe computer system; word processing and spreadsheet software programs
Intermediate typing and math skills to meet production needs of the position
Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, read, analyze, and interpret documents, understand procedures, write correspondence, and speak clearly to members and employees
Exceptional oral communication skills with the ability to perform onsite demonstrations of convenient related devices
Ability to deal with complex problems involving multiple facets and variables in non-standardized situations
Ability to work with no supervision while performing duties
Benefits
Advancement opportunities
Paid holidays
Tuition assistance
Student loan repayment assistance
401k
Life insurance
Paid time off
Company
Credit Union ONE
Credit Union ONE is committed to provide exceptional value to its members by delivering outstanding products and services anytime, anywhere.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Gary Moody
Chief Executive Officer
Donna Reid
Senior Vice President, Chief Member Experience Transformation Officer
Recent News
HousingWire.com
2025-09-19
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