Care Consultant
Community Financial Credit Union
full-time
Posted on:
Location Type: Office
Location: Novi • Missouri • United States
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Salary
💰 $20 per hour
About the role
- Support Relationship-Based Member Needs
- Guide members through new account openings, lending requests, complex account maintenance, and specialized account needs.
- Ensure conversations are thoughtful, accurate, and grounded in understanding.
- Build Trust Through Meaningful Financial Conversations
- Listen actively to understand member goals, concerns, and context.
- Ask thoughtful questions that uncover underlying needs and help members make confident, informed decisions.
- Ensure Continuity and Completion
- 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.
- Apply Knowledge with Confidence and Care
- Use product, lending, and account knowledge accurately and consistently.
- Navigate complex scenarios thoughtfully, seeking guidance when needed to ensure members receive the right support.
- Support Responsible Growth and Relationship Depth
- Identify opportunities to strengthen the member relationship.
- Partner Across the Care Center
- Collaborate with inbound care, outreach, digital, lending, and branch teams to ensure smooth handoffs and a cohesive member experience.
- Reflect Culture and Purpose in Daily Work
- Demonstrate the credit union’s values in how conversations are handled and members are supported.
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.
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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
fiduciary productsaccount managementlending knowledgecomplex account maintenancenew account openings
Soft Skills
active listeningthoughtful questioningrelationship buildingproblem resolutioncommunication