Personal Advisor Team Lead

Community Choice Credit Union • Farmington Hills, MI • 9h ago

Purpose & Core Values

The primarypurpose of any position is to assist Community Choice Credit Union to live out our purpose: we believe in helping our neighbors achieve the life they desire. A key component of this purpose is to provide outstanding service to both internal and external members by living our core values.

Position Summary**

This position is responsible for serving as the Credit Union's lead personal advisor including handling member transactions and member center operations in an expert fashion with expert knowledge and service focus. This position meets or exceeds individual sales and service goals and acts as a mentor to the personal advisors and member center. In the absence of a Member Center Assistant Manager, this role would be responsible for the daily operations of the member center. As a member of the member center leadership team, this position will promote, mentor, and coach staff on meeting and exceeding sales and service goals. This role is an individual contributor at the Credit Union.

Core Competencies

Core Values: Committed: We are committed to serving Michigan guided by the principles that underlie the credit union movement of service, integrity, and respect for every human being.

Charitable: We Give Big every day to our membership, our communities, and each other. We are dedicated to supporting Michigan by giving our time and services to the communities we serve.

Credible: We are our Members' trusted financial advisors; each Team Member plays an integral role in the well-being of our Members' financial lives and the success of Community Choice Credit Union.

United: We are a Team. We unite to achieve success, celebrate success, and continually improve the service we provide to our members, our communities, and each other.

Adaptability/Initiative: Adjusts quickly and effectively to changing conditions and demands, views change as a necessary and inevitable aspect of organizational life as well as an opportunity to learn new things. Is able to take on a variety of different tasks and roles in the organization. Can move in a relatively seamless manner from one task or focus to another and can fill in for other team members when they are absent or are experiencing work overload. Looks for new and productive ways to make an impact/value to the organization and/or team. Demonstrates a positive attitude when faced with organizational change and generates constructive feedback for continuous improvement. Demonstrates a professional demeanor.

Position Competencies

Member Service Skills: Manages member accounts in a manner that ensures that the member needs are understood and met. Provides timely and professional service to both internal and external members; is responsible and impactful to member needs and requests; is always courteous/inviting to the member and considers the needs of the member when making decisions. Applies a 'member-centric' approach by using the Member Action Plan in order to uncover opportunities to improve our members' financial lives by saving them money, making them money, or making their banking easier and more convenient. Utilizes and recommends available resource departments to members that best fit their needs, such as Business, Investment, or Mortgage Services. Effectively assists members and staff in solving accounts related issues by listening, collecting data, securing answers, and reporting results. Retains and grows member relationships by fulfilling theirs commitments and earning the member's trust.

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