OMNI Community Credit Unionposted about 14 hours ago
Part-time • Entry Level
Battle Creek, MI

About the position

This part-time position offers up to 29 hours per week and is an exciting opportunity to make a meaningful impact on the financial well-being of our members. As a Personal Advisor, you will process financial transactions, provide expert product recommendations, and resolve account inquiries. Your role will center on guiding members through our wide range of financial services, empowering them to achieve their goals. You'll represent the Credit Union with professionalism, helping to build lasting member relationships. OMNI Community Credit Union is an equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

Responsibilities

  • Punctuality and consistent presence are essential to ensuring members receive timely service. Physical presence on site is required.
  • Be the welcoming face of our Credit Union. Always project a friendly, professional demeanor to members, coworkers, board members, and visitors.
  • Efficiently handles a variety of member service transactions (in-person, inbound, outbound and online), including deposits, withdrawals, account maintenance, and cross offers.
  • Proactively assist members with questions and challenges related to loan services, fraud protection, wire transfers, card services, and more.
  • Develop strong, meaningful relationships with members by understanding their financial needs.
  • Actively cross-sell products and services that align with their goals.
  • Serve as an advisor, providing guidance on how members can best use our services.
  • Assist members with product and service applications, explaining the process, verifying necessary documentation, and making sure everything is accurate.
  • Maintain and balance cash drawers, ensuring accuracy and security in all transactions.
  • Follow all policies and regulations, including but not limited to, Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC).
  • Assist with general administrative tasks, such as filing, data input, answering phones, and other routine office activities.
  • Assist in training new employees as necessary and stay up to date with ongoing training to ensure service excellence.
  • Work cooperatively with colleagues to support team goals and maintain a positive work environment.
  • Perform additional duties as assigned by managers or supervisors.

Requirements

  • High school diploma or G.E.D. required.
  • 1-3 years of experience in customer service or retail sales environment preferred.
  • Ability to read and interpret business documents, professional journals, and governmental regulations.
  • Capable of writing/understanding business correspondence and procedure manuals.
  • Confident in presenting information to managers, employees, and members.
  • Ability to add, subtract, multiply, and divide.
  • Strong judgment, problem-solving, and decision-making skills.
  • Must be bondable and maintain bondability throughout employment.
  • Personal computer applications knowledge and skills to include Microsoft Office.
  • Comfortable typing and using computer applications for member service and sales purposes.
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