Financial Services Representative
Job description:
Company Overview
Join the team at Health Advantage Credit Union—Michigan’s largest credit union dedicated to the healthcare community! We’re passionate about empowering our members with smart, personalized financial solutions that make life easier. If you’re driven to make a difference and want to be part of a team that truly supports its members and each other, we’d love to have you with us!
Summary
Are you passionate about helping people and love working in a team-focused, member-first environment? Join us at Health Advantage Credit Union as a Financial Services Specialist, where you’ll support our healthcare community with smart financial solutions and outstanding service.
What You’ll Do:
- Open new accounts and guide members through products like online banking, loans, IRAs, and HSAs
- Provide personalized support for everyday banking needs and financial questions
- Assist with loan applications, verify documents, and identify new lending opportunities
- Ensure accuracy and compliance in all transactions and member communications
- Cross-sell credit union products that match members’ needs
- Help resolve issues, educate members, and deliver a great experience every time
If you're detail-oriented, friendly, and ready to grow with a mission-driven team, we’d love to meet you!