Care Consultant

Community Financial Credit UnionNovi, MI
3d$20

About The Position

The care consultant supports members through some of their most meaningful financial decisions, providing guidance rooted in understanding, clarity, and trust. This role focuses on new membership, lending requests, complex account maintenance, and specialized accounts, helping members navigate decisions that shape long-term financial wellbeing. The care consultant engages members with empathy and intention, using strong listening and thoughtful discovery to understand what matters most. They translate complexity into clear next steps, ensuring members feel informed, supported, and confident as they move forward. Working within the relationship experience team, this role balances accuracy, continuity, and care. Care consultants stay closely connected to member needs across conversations that may span multiple interactions, ensuring follow-through, clarity, and a consistent experience that reflects the credit union’s purpose of creating joy and igniting Michiganders’ impossible dreams. This position has a starting hourly rate of $20.48, but your offer amount may be increased with relevant work experience and transferable skills. This is a full-time position Monday–Saturday. Work schedule varies based on business needs.

Requirements

  • 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.

Responsibilities

  • Support Relationship-Based Member Needs
  • Build Trust Through Meaningful Financial Conversations
  • Ensure Continuity and Completion
  • Apply Knowledge with Confidence and Care
  • Support Responsible Growth and Relationship Depth
  • Partner Across the Care Center
  • Have the ability be on all channels including inbound.
  • Reflect Culture and Purpose in Daily Work
  • 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.

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
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