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People Driven Credit Union jobs in Southfield, MI

- 22 jobs
  • Payments and Cards Services Manager

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Southfield, MI

    Job Description Are you People Driven? Join People Driven Credit Union as a Full-Time Payments and Cards Services Manager and take your career to the next level. This role offers the excitement of shaping innovative payment solutions in a dynamic, member-centric environment. Work with a team that thrives on problem-solving and embraces empathy to enhance member experiences. With the added benefit of a hybrid schedule, you can achieve a healthy work-life balance while contributing to a forward-thinking organization. The pay for this position starts at $72,000 but offers can go up depending on relevant experience and skills. You will also receive great benefits such as Employer Paid Medical, Dental, Vision for employees, a generous 401(k) program, Life Insurance, and Paid Time Off. Seize this opportunity to become part of a culture where integrity is valued and your impact can make a significant difference. What TO EXPECT AS a Payments and Cards services Manager As the Payments and Cards Services Manager at People Driven Credit Union, you will be at the forefront of directing and coordinating all departmental functions within a fast-paced environment. Your leadership will encompass overseeing staff, managing plastic card systems, and ensuring the seamless operation of payment systems. With a strong focus on compliance, you'll ensure that all departmental activities adhere to established legal, regulatory, and credit union policies. As a key member of the Management Team, you will actively engage in the broader management of the credit union, driving solutions that enhance our member-centric approach. Your role will be pivotal in fostering an energetic culture of excellence and integrity, ensuring our members receive outstanding service and innovative payment solutions. Requirements for this Payments and Cards services Manager job To excel as the Payments and Cards Services Manager at People Driven Credit Union, candidates should possess a robust educational foundation, such as an associate degree or professional Visa/Payment certification, combined with relevant experience in the financial industry. A minimum of five years in supervisory roles, focusing on Payments, ACH, Wire, and Cards, is essential to navigate the complexities of this position. Successful candidates will demonstrate a thorough knowledge of payment practices and procedures, coupled with the ability to interpret and ensure compliance with governmental regulations and reporting requirements. Familiarity with auditing and IT functions is crucial for overseeing departmental activities effectively. Strong leadership and problem-solving skills will be vital in driving operational excellence while fostering a culture that aligns with the credit union's core values. Connect with our team today! So, what do you think? If you feel this is the right job for you, go ahead and apply! We look forward to meeting you! *Must be able to pass Background and Drug screening. Job Posted by ApplicantPro
    $72k yearly 28d ago
  • Accounting Specialist

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Southfield, MI

    Job Description Join People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can achieve a satisfying work-life balance without compromising your professional growth. This role offers the chance to apply your problem-solving skills in an energetic, forward-thinking environment in Southfield, MI, where excellence and integrity are at the core of our operations. You can enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Flexible Spending Account, Paid Time Off, and Employee Discounts. Don't miss this exciting opportunity to thrive in a dynamic and supportive setting! Make a difference as aN Accounting Specialist As a Full Time Accounting Specialist at People Driven Credit Union, you will play a pivotal role in managing essential accounting functions, including Accounts Payable, Escheats, and Third-Party Vendors. You'll assist in reconciling assigned general ledger accounts and resolving outstanding items, ensuring our financial records are accurate and up-to-date. Collaborating closely with the Payments Team, you'll track and reconcile any fraud and disputes related to debit and credit cards, safeguarding our members' interests. What we're looking for in aN Accounting Specialist To excel in this role you will need a strong foundation in accounting principles, with a minimum of one year of relevant experience required. Familiarity with full-service financial institutions is preferred, as it will deepen your understanding of the specific needs of our members. Proficiency in Microsoft Office, particularly Excel, is essential for data analysis and reporting, enabling you to efficiently handle tasks such as reconciliation and tracking. Additionally, being detail-oriented and organized will help you manage various accounting functions effectively, while strong problem-solving skills will empower you to address any discrepancies proactively. Join our team today! If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you! *Must be able to pass Background and Drug screening. Job Posted by ApplicantPro
    $19.9-22.4 hourly 28d ago
  • Commercial Solutions Officer I

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include: * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life balance Job Summary Identifies, solicits, develops, manages, services, and expands business relationships in an assigned market. Offers a full range of loan, deposit, and non-credit services to existing and prospective business members. Refer personal financial needs of business members to appropriate Relationship Manager. What You'll Do * Interviews applicants to develop financial and credit information, to ascertain needs, abilities, earnings, and risk. Requests necessary information including financial and operating statements and other information and documentation required to adequately assess risk. Performs work under direct supervision. * Solicits and processes loan requests of $100,000 and higher. Works with Senior Officers on larger and more complex loans. Prepare and present all loans to Credit Committee in accordance with established policy and procedures. * Works closely with Leadership of the Credit Union's Lending Group to develop skills in prospecting, client management and call execution. * Develops, services and provides on-going management for business and individual members. * Works with Member Business Loans CUSO to evaluate and extend credit and terms in accordance with NCUA and Lake Trust Credit Union policy and business strategy. * Assumes responsibility for proper documentation and review of loan documents. Monitors loans to ensure complete conformity with terms and to ascertain any developing trends. * Contacts potential and existing members to maintain productivity and profitability in lending and non-lending relationships. What You'll Bring * Bachelor's degree required (business degree preferred) * A minimum of 2 years related work experience required * Formal commercial credit training * Demonstrated experience in business development with commercial businesses required * Must have reliable transportation. * Knowledge and understanding of credit and finance * Excellent verbal and written communications skills * Possess excellent negotiation skills * Extensive knowledge of PC applications Word, Excel, and ability to perform data entry to other relevant systems. * Demonstrate an understanding of commercial lending and has an understanding of the basics of credit and finance. * Ability to solicit and develop business relationships with members. * Ability to travel up to 40% of the time, occasionally overnight. What You'll Get * Ability to collaborate and build a sense of togetherness that contributes to a positive work environment. * Being open to change and embracing new opportunities can lead to diverse experiences and career advancement. * By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.
    $65k-77k yearly est. 60d+ ago
  • Quality Control Specialist I

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include: * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life balance Job Summary Position is responsible for working with the Quality Control Team to review loan and deposit account documents for compliance with both procedural and regulatory requirements. Helping to identify areas of improvement. Additionally, making documents and information available electronically for staff to provide member service. Provide research for time sensitive staff requests sent through the ticketing system. What You'll Do * Process Support Tickets by verifying document integrity, storing documents in the imaging system and fulfilling surface level research requests. * Verify that all forms are accounted for as listed on the Records Transit logs. * Prepare, scan and index documents into the imaging system. * Verify integrity of record images stored in the imaging system. * Ensure necessary deposit and loan account requests are fulfilled for the Credit Union in a timely manner. * Process transaction receipts and input into the imaging system. * Manage incoming records and disposition them according to record retention guidelines. * Organize and maintain incoming documents according to record management guidelines. * Perform quality assurance review of Membership Applications to ensure that necessary documentation has been provided. What You'll Bring * High School Diploma (GED) is required. * One (1) years' Financial Institution or similar experience. * One to two (1-2) years' experience with quality review and audit of documents is preferred. * Experience with account opening and/or originating and servicing loans is required. * Understanding of Credit Union policy and procedures related to deposit and lending products. * Knowledge of Credit Union regulatory requirements for deposit and lending services. * Experience with scanning and indexing documents into an enterprise record storage system is preferred. What You'll Get * Ability to collaborate and build a sense of togetherness that contributes to a positive work environment. * Being open to change and embracing new opportunities can lead to diverse experiences and career advancement. * By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.
    $37k-43k yearly est. 36d ago
  • Member Experience Associate - Hastings (Part Time)

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    Member Experience Associate - Hastings (Part Time) is located in Hastings, Michigan. Part Time: 30 hours a week, primarily covering from 10 am to 3pm, every other Saturday More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial Wellbeing Services * 401(K) matching up to 5% * Heath Insurance with Wellness Incentives * Employee Wellbeing Services * DE&I Initiatives * Work-Life Balance Job Summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sells products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals. What you'll do * Proactively greet and interact with members as they enter the Credit Union. * Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs. * Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member's relationship by assessing member's total financial picture and offering solutions to advance their financial success. * Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals. * Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm. * Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. * Advise on opportunities to advance members' financial well-being by looking for cross-sale opportunities and acting as a financial coach to members. What you'll bring * High School Diploma/GED is required * Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment. What you'll get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
    $32k-39k yearly est. 8d ago
  • Member Experience Associate - Virtual Teller - Contact Center

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    Member Experience Associate - Virtual Teller * Contact Center Note: This position is located in our Contact Center in the Brighton, MI Headquarters building. Typical schedule 10:00am-7:00pm. Additionally, one Saturday/month 9:00 a.m.- 1:00p.m. Hybrid schedule (2 days remote, 3 days in person) available at 6 months! More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life balance Job summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sells products and service and will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals. What you'll do * Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs. * Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member's relationship by assessing member's total financial picture and offering solutions to advance their financial success. * Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals. * Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm. * Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members' financial well-being by looking for cross-sale opportunities and acting as a financial coach to members. What you'll bring * High School Diploma/GED is required * Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment. What you'll get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do * Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
    $29k-37k yearly est. 10d ago
  • Facilities Project Manager II

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    Facilities Project Manager More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include: * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life integration What You'll Do The Facilities Project Manager II manages the work activities for the successful construction and renovation of credit union properties and other department projects. Develop and maintain project budgets, communication plans, detailed schedules and oversee resource allocation to ensure optimal execution. Visit construction sites, evaluate construction progress and contractor performance, and coordinate efforts between the owner, architect, and contractor teams. Participate in the construction planning and design process. Identify potential risks, implement proactive measures to mitigate them and ensure the work is performed to the highest quality standards. * Concurrently manage multiple projects of varying scope and complexity with general supervision. * Handles moderately complex issues and problems, referring only complex issues to higher-level team members. * Plan, coordinate and manage all phases of construction projects, including project initiation, planning, execution, monitoring, and closeout. * Develop project objectives, scope and deliverables in collaboration with stakeholders, ensuring alignment with organizational requirements. * Manage project schedule, budgets and resource allocations to ensure cost efficiency and timely delivery. * Manage construction procurement processes, including participating in bid evaluations, contract negotiations, and vendor selection. What You'll Bring * Excellent knowledge of construction practices, building codes, and safety regulations is required. * Excellent knowledge of construction management methodologies is required. * Excellent leadership and communication skills to manage project teams and stakeholders are required. * Excellent project management skills, including effective planning, organizing, and prioritizing tasks are required * Proficient reading and interpreting technical documents, including construction drawings, and schematics in electronic and physical formats is required. * Proficient using construction management software, project scheduling tools, and cost estimation software is required. * Thorough understanding of construction finance, project budgeting, and cost control. * Moderate experience with construction contract negotiations, bid process, and vendor management. * Familiarity with lean construction principles and methodologies and sustainable construction practices. * Ability to be pragmatic in applying processes, methods, and procedures. * An associate's degree in applied sciences, 2 years' experience in engineering, interior design, construction, or technology field, and 2 years' experience in construction management is required. * 2-4 years of relevant experience in construction project management is required. * A valid driver's license and ability/willingness to travel with overnight stays is required. What You'll Get * Ability to collaborate and build a sense of togetherness that contributes to a positive work environment. * Being open to change and embracing new opportunities can lead to diverse experiences and career advancement. * By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.
    $66k-85k yearly est. 10d ago
  • IRA/Investment Specialist

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    B2 - Band B MRP 2 The IRA/Investment Specialists' roll is to manage and maintain the Lake Trust IRA program as well as various specialty accounts. Also to advise and deepen members' relationship with Lake Trust by offering other products and services. Coordinate with Financial Life Planning regarding IRAs, certificates and other investments as appropriate. Assist in training & supporting Onstage staff with member needs concerning IRAs, CD's, trusts, representative payee, conservatorships, Powers of Attorney, estates and other specialty accounts. Work closely with our Compliance & Legal areas in keeping all deposit disclosures compliant. Responsibilities include reviewing, validating and submitting tax reporting forms to members and the IRS on all deposit accounts. What You'll Do * Validate and quality check IRA work that has been done by the On-Stage staff and give feedback as needed. * Phone support for Onstage staff on IRAs and specialty accounts (trust, conservator, rep payee, estate accounts). * Compile and conduct IRA Training updates for Onstage staff, as needed. Also conduct IRA training for new staff when requested by Learning & Development. * Attend IRA webinars/seminars to stay updated on any IRA compliance/rule changes. * Answer HelpDesk, phone calls and email requests submitted by staff. * Work closely with the IS area to coordinate tax reporting validation to members and the IRS. * Develop, update, maintain & communicate IRA procedures to Onstage staff and assure updates are made in Currents. * Assist members by phone. * Process any manual IRA required distributions which cannot be done electronically. Review RMD distributions and assure they are done in a timely manner and by IRS deadlines. Assure all tax reporting documents are sent to members and the IRS by defined dates. * Coordinate with Financial Life Planning to provide seamless services to our members. When possible attend seminars to provide an onsite credit union presence. * Assist and coordinate with Financial Life Planning in updating information for Onstage staff. * Coordinate with Member Service department staff to ensure appropriate coverage needs for department duties are maintained across split schedules; assist other department reps (including Mail Services and Treasury Support) and other department specialists as needed; perform other duties within the full Member Service Support business unit as assigned/requested (such as may arise in the Virtual Solutions & Records area.) * Support department and branch disaster recovery planning and procedures and assist with disaster recovery plan testing. * Serve on various teams (i.e. the MS Procedures Team & the Deceased Team) and participate in projects as assigned. * Perform other job duties within the Member Service area as may be assigned/requested. What You'll Bring * Requires a high school diploma or GED. * Requires two or more years of similar or related experience with a financial institution. * IRA and investment knowledge and experience preferred. * A strong working knowledge of Microsoft Outlook, Word, PowerPoint and Excel. * Strong time management skills. * Effective verbal and written communication skills. * Proven ability to support a strong member service focused and teamwork culture. What You'll Get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do
    $73k-94k yearly est. 60d+ ago
  • Outbound Engagement Specialist

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    Hybrid Schedule - 3 days in office in Brighton, MI, 2 days remote available More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include: * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life integration What You'll Do In this role, you will be responsible for generating new business and building strong relationships with current members and potential members. This team member will conduct outbound prospecting to uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. Our ideal candidate is a dynamic with a passion for delivering exceptional member service * Utilize GUIDE to make outbound calls to current members and potential members on products and services. * Actively engage with current members on service or sales requests. * Maintain detailed records of interactions and progress using our core systems * Proactively seeking new business opportunities and fostering relationships with members * Making 30-40 outbound calls per day supporting our members' financial wellbeing. * Following up on calls, emails, chats and SMS for member finical wellbeing. * Using GUIDE overcomes objections by understanding the members' needs. What You'll Bring * 2+ years of sales experience required * 2+ years of experience in a Call Center environment required * Proficient in navigating multiple browser tabs and troubleshooting computer issues * Professional and personable attitude * Energetic, enthusiastic, outgoing personality What You'll Get * Ability to collaborate and build a sense of togetherness that contributes to a positive work environment. * Being open to change and embracing new opportunities can lead to diverse experiences and career advancement. * By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.
    $45k-56k yearly est. 60d+ ago
  • Member Experience Manager - Plymouth

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    Town Center More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life integration The Member Experience Manager is passionate about leading and inspiring others to deliver the Best Member Experience. They are committed to demonstrating Lake Trust Core Values and delivering a Brand Promise experience to both internal and external members. This individual leads by example and is a role model to their team and their peers. The Member Experience Manager is responsible for maintaining operational excellence of a full service branch office, including operations, lending, product sales, member service, security and safety in accordance with the Credit Union's objectives. This individual is expected to meet or exceed branch sales and service goals through coaching team members to build and enhance member relationships. This person will look for opportunities to make a difference in the communities served by Lake Trust. What You'll Do * Deliver on our Brand Promise and GUIDE principles with each and every interaction (internal and external members). * Coach and mentor team members to develop and enhance their sales and service skills in order to provide the best member experience and to promote individual growth and development. * Promote teamwork to encourage employee engagement and empower team members with the necessary means to provide outstanding service to our members. * Demonstrate outstanding communication skills when providing professional responses to complex and/or sensitive service issues. Think creatively and use sound judgment when investigating and resolving service matters, while striving to obtain an unbiased resolution and assure a high degree of member satisfaction. * Provide direction on all operational aspects of the branch, including audit procedures. Utilize exceptional business awareness when developing, implementing, maintaining, and revising branch operating procedures. What You'll Bring * BA/BS or equivalent management experience required. * Three-Five (3-5) years' leadership experience. * Proven passion for developing and leading people. * Demonstrated ability to think critically, independently and creatively to develop strategies and solutions. What You'll Get * Ability to collaborate and build a sense of togetherness that contributes to a positive work environment. * Being open to change and embracing new opportunities can lead to diverse experiences and career advancement. * By prioritizing member wellbeing, which leads to increase engagement, improved team dynamics, higher levels of motivation and a stronger community culture. Ab
    $79k-98k yearly est. 36d ago
  • Internal Auditor I

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include: * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life balance Job Summary Assist with completion of the internal audit plan for the credit union by performing operational and compliance audits of various Credit Union functions and departments. Identify related risks and verify mitigating controls in place. Assist in internal audit planning and report writing. Identify areas for process improvement and efficiencies. Provide guidance in the development of alternative solutions or implementation of corrective actions. Maintain all organizational and professional ethical standards and complete all internal audit work in compliance with The IIA's International Standards for the Professional Practice of Internal Auditing. What You'll Do * Assist with completion of risk based internal audit plan by performing fieldwork, evaluating the effectiveness of controls, assisting with planning and wrap up activities. * Review credit union controls, document processes, identify areas needing improvement, and suggest solutions for process efficiencies. * Assist with audit completion and report writing. Participate in exit interviews and walkthroughs with audited departments. * Develop and maintain an understanding of all aspects of credit union operations and related risks and controls. * Act as a consultant for internal departments related to risk and control and process efficiency. * Provide assistance with monitoring outstanding audit/exam findings * Complete review notes in a timely manner. * Remain current on internal audit standards and guidance, as well as financial institution regulations. * Pursue professional development opportunities, including external and internal training and professional association memberships. * Maintain objectivity and independence. * Assist with special projects as needed. * Perform other duties and responsibilities as required or assigned. What You'll Bring * Previous work experience in a financial institution preferred. * Bachelor's degree in business administration, Accounting or Finance OR equivalent in work experience (3-4 years of internal audit related experience) * Certified Public Accountant (CPA), Certified Internal Auditor (CIA) or working towards a CIA is a plus. * Able to manage and execute multiple complex projects within required timelines and expectations. * Understanding of both Credit Union policies and procedures as well as a working knowledge of regulatory requirements for both deposit and lending products. * A record of strong communications, analytical, organizational, project management and planning skills. * QUALITY AND CONTINUOUS IMPROVEMENT: Committed to high quality outcomes. Uses formal and informal tools and techniques to achieve operational excellence. Maintains a constant focus on efforts to improve quality and efficiency of work processes. Challenges the status quo to identify new possibilities. * PURSUING SELF-DEVELOPMENT: Continuously seeks new ways and different ideas/points of view. Committed to high quality outcomes. * COMMUNICATING OPENLY AND HONESTLY: Proactively provides information and resources to other departments and other levels. Shares useful information with the team in an open and honest manner. Confidently expresses own opinions and beliefs. Provides insight and offers knowledge and experience. Presents things in a balanced and constructive way. Asks good questions. Listens to understand the other point of view. Promotes two-way dialogue. * COLLABORATION: Contributes to team performance by collaborating on projects with team members and across organizational boundaries. Creates team spirit and supports team members. * DEMONSTRATES SUPPORT OF THE LAKE TRUST VALUES, STRATEGY, AND BRAND PROMISE: Actively promotes and aligns actions with Lake Trust strategic goals, values and Brand Promise; participates in setting and achieving team goals that contribute to the overall goals of Lake Trust What You'll Get * Ability to collaborate and build a sense of togetherness that contributes to a positive work environment. * Being open to change and embracing new opportunities can lead to diverse experiences and career advancement. * By prioritizing member wellbeing, which leads to increased engagement, improved team dynamics, higher levels of motivation and a stronger community culture.
    $53k-64k yearly est. 8d ago
  • Member Resolution Assistant Manager

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    Member Experience Assistant Manager - Member Resolution is located in Brighton, MI More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial Wellbeing Services * 401(K) matching up to 5% * Heath Insurance with Wellness Incentives * Employee Wellbeing Services * DE&I Initiatives * Work-Life Balance Job Summary The Member Experience Assistant Manager is passionate about inspiring team members to build engaging relationships with our members to help them along their journey to financial success and overall wellbeing. This person is agile and thrives on coaching and developing others. They are committed to assisting the Member Experience Manager in delivering the best Member Experience to our members while maintaining operational excellence in our in our Relationship Center and/or Contact enter. As part of Team Lake Trust, this person will have a strong sense of teamwork and will collaborate with others to empower wellbeing and multiply positive impact. Member Experience Assistant Managers will be an advocate for our members and the communities we serve while helping to reach and exceed Lake Trust goals and implement strategic initiatives. What you'll do * Assist Member Experience Manager in providing leadership and coaching to the team, in ensuring operational excellence, quality member service, and goal attainment. * Work with team to build and deepen member relationships by assisting members on their financial wellbeing journey and offering solutions to advance their success. * Demonstrate excellent communication skills, think creatively and use sound judgement when working with your team to solve problems, focusing on one stop resolution for our members. * Provide direction on all operational aspects of the department including cash handling, security, audit procedures, and compliance. * Be adaptable and remain flexible in the face of rapidly changing business needs. * Expand and grow strong relationships among peers and other departments, encourage open communication and collaboration. * Assist Member Experience Manager in conducting meetings, huddles, and training sessions. * Assist team with transactions and procedures as needed. * Maintain knowledge of products, services, and procedures to effectively service members. * Perform other duties as required and/or assigned. What you'll bring * High school diploma required, Associate or Bachelor's degree preferred. * Minimum of 1-2 years of supervisory and/or coaching/mentoring experience required or demonstrated leadership ability within the organization. * Excellent problem solving and communication skills. * Ability to quickly adapt to changing priorities. * Passion for leading and coaching others. * Ability to motivate and inspire team. * Proven ability to support a strong member service culture while building member wellbeing. * Ability to maintain high degree of confidentiality and professional demeanor in all situations. * Willingness and ability to support other locations as needed. * Willingness and ability to assume Member Experience Manager responsibilities as needed What you'll get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
    $35k-40k yearly est. 60d+ ago
  • Senior Member Service Representative-Float

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Warren, MI

    Full-time Description Are you People Driven? Join People Driven Credit Union as a Full-Time Float Senior Member Service Representative where you'll provide exceptional member service in a vibrant, member-focused environment. This position will report to our Warren branch, and float to our Romeo branch when needed. This role offers you the chance to make a meaningful impact by assisting members with their financial needs, creating positive experiences and fostering long-lasting relationships. You will work onsite, collaborating with an energetic team that values excellence and integrity. Compensation for this position starts at $21.61 per hour, but offers may go up depending on relevant experience and skills. As a team member you'll enjoy benefits such as employer paid Medical, Dental, and Vision, a generous 401(k) program, Life Insurance, Flexible Spending Account, and Paid Time Off. Elevate your career and bring your friendly, positive attitude to a place where you can genuinely make a difference! What would you do as a Senior Member Service Representative As a Full-Time Senior Member Service Representative at People Driven Credit Union, you will play a pivotal role in delivering exceptional service to our members. Your responsibilities include promptly and professionally addressing member inquiries, whether they are basic or complex, related to insurance, interest rates, service charges, and account histories-all while adhering to disclosure requirements and consumer privacy policies. You will facilitate various transactions, including opening new share, certificate, and IRA accounts, as well as conducting transfers, deposits, payments, withdrawals, and statement research. Additionally, your keen ability to actively cross-sell our credit union services will contribute to our members' financial well-being and enhance their overall experience. By ensuring accurate and thorough service, you will help our members navigate their financial journeys with confidence. Requirements for this position To excel as a Senior Member Service Representative, you must possess a strong foundation in customer service, with prior experience as a teller or in member services. A thorough knowledge of credit union products and services is essential, enabling you to effectively assist members with their inquiries and provide tailored solutions. Attention to detail is critical, as you will conduct transactions and manage account-related tasks with accuracy. Additionally, strong communication skills and an empathetic approach will help you connect with members and understand their financial needs. Familiarity with relevant software and tools will streamline your workflow, allowing you to provide prompt, professional service. With these skills, you will be well-equipped to make a positive impact in our member-centric culture. Your next step If you think this job is a fit for what you are looking for, great! We're excited to meet you! Requirements Education: High School graduate or equivalent, some college preferred. Must pass the Sr. Member Service Representative Assessment. Experience: Previous experience as Member Service Representative and Teller is required. Excellent knowledge of credit union products and services. Salary Description $21.61-$24.98 per hour
    $21.6-25 hourly 25d ago
  • Loan Servicing Oversight Analyst

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Southfield, MI

    Job Description If you're people driven, come join People Driven Credit Union in Southfield, MI, as a Full-Time Loan Servicing Oversight Analyst! This exciting opportunity allows you the opportunity of a hybrid work environment, offering you the flexibility to balance your professional and personal life. Compensation for this position can range from $52,000 to $62,000 annually, with offers directly related to relevant experience and skills. You will be offered great benefits such as employer paid Medical, Dental, and Vision for all employees! Add dependents for an affordable cost share. We also offer a generous 401(k) program, life insurance, and plenty of paid time off including federal holidays. A day in the life of a Loan Servicing oversight Analyst This role will take on the vital responsibility of managing and servicing a diverse portfolio of Commercial and Small Business lines of credit, unsecured and secured loans, as well as residential second mortgages and home improvement loans. You will educate businesses and homeowners about various loan products and their requirements, simplifying complex conditions, and ensuring all necessary documentation is accurate and compliant with credit union policies and regulations. Your role will also involve conducting thorough loan investigations, calculating loan amortization schedules, and executing system adjustments and corrections efficiently. Additionally, you will manage business title and UCC filings, ensure proper insurance compliance, and monitor flood insurance to safeguard our members' interests. position Requirements Intermediate to advanced excel knowledge. Familiarity with federal and state legislation related to collections, lending, and membership Minimum four years of experience in loan servicing or related field within a full-service financial institution. Will you join our team? If you believe that this position matches your requirements, applying for it is a breeze. Best of luck! *Must be able to pass Background and Drug screening. Job Posted by ApplicantPro
    $52k-62k yearly 5d ago
  • Member Experience Associate - Brighton

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life balance Job summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sells products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals. What you'll do * Proactively greet and interact with members as they enter the Credit Union. Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs. * Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member's relationship by assessing member's total financial picture and offering solutions to advance their financial success. * Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals. * Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm. * Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. Advise on opportunities to advance members' financial well-being by looking for cross-sale opportunities and acting as a financial coach to members. What you'll bring * High School Diploma/GED is required * Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment. What you'll get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do * Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
    $33k-38k yearly est. 36d ago
  • Payments and Cards Services Manager

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Southfield, MI

    Are you People Driven? Join People Driven Credit Union as a Full-Time Payments and Cards Services Manager and take your career to the next level. This role offers the excitement of shaping innovative payment solutions in a dynamic, member-centric environment. Work with a team that thrives on problem-solving and embraces empathy to enhance member experiences. With the added benefit of a hybrid schedule, you can achieve a healthy work-life balance while contributing to a forward-thinking organization. The pay for this position starts at $72,000 but offers can go up depending on relevant experience and skills. You will also receive great benefits such as Employer Paid Medical, Dental, Vision for employees, a generous 401(k) program, Life Insurance, and Paid Time Off. Seize this opportunity to become part of a culture where integrity is valued and your impact can make a significant difference. What TO EXPECT AS a Payments and Cards services Manager As the Payments and Cards Services Manager at People Driven Credit Union, you will be at the forefront of directing and coordinating all departmental functions within a fast-paced environment. Your leadership will encompass overseeing staff, managing plastic card systems, and ensuring the seamless operation of payment systems. With a strong focus on compliance, you'll ensure that all departmental activities adhere to established legal, regulatory, and credit union policies. As a key member of the Management Team, you will actively engage in the broader management of the credit union, driving solutions that enhance our member-centric approach. Your role will be pivotal in fostering an energetic culture of excellence and integrity, ensuring our members receive outstanding service and innovative payment solutions. Requirements for this Payments and Cards services Manager job To excel as the Payments and Cards Services Manager at People Driven Credit Union, candidates should possess a robust educational foundation, such as an associate degree or professional Visa/Payment certification, combined with relevant experience in the financial industry. A minimum of five years in supervisory roles, focusing on Payments, ACH, Wire, and Cards, is essential to navigate the complexities of this position. Successful candidates will demonstrate a thorough knowledge of payment practices and procedures, coupled with the ability to interpret and ensure compliance with governmental regulations and reporting requirements. Familiarity with auditing and IT functions is crucial for overseeing departmental activities effectively. Strong leadership and problem-solving skills will be vital in driving operational excellence while fostering a culture that aligns with the credit union's core values. Connect with our team today! So, what do you think? If you feel this is the right job for you, go ahead and apply! We look forward to meeting you! *Must be able to pass Background and Drug screening.
    $72k yearly 24d ago
  • Accounting Specialist

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Southfield, MI

    Join People Driven Credit Union as a Full Time Accounting Specialist and take your career to new heights! After your initial training period you can enjoy the flexibility of hybrid work while engaging in meaningful financial operations that directly support our member-centric mission. With a competitive hourly pay ranging from $19.87 to $22.38, you can achieve a satisfying work-life balance without compromising your professional growth. This role offers the chance to apply your problem-solving skills in an energetic, forward-thinking environment in Southfield, MI, where excellence and integrity are at the core of our operations. You can enjoy great benefits such as Medical, Dental, Vision, 401(k), Life Insurance, Flexible Spending Account, Paid Time Off, and Employee Discounts. Don't miss this exciting opportunity to thrive in a dynamic and supportive setting! Make a difference as aN Accounting Specialist As a Full Time Accounting Specialist at People Driven Credit Union, you will play a pivotal role in managing essential accounting functions, including Accounts Payable, Escheats, and Third-Party Vendors. You'll assist in reconciling assigned general ledger accounts and resolving outstanding items, ensuring our financial records are accurate and up-to-date. Collaborating closely with the Payments Team, you'll track and reconcile any fraud and disputes related to debit and credit cards, safeguarding our members' interests. What we're looking for in aN Accounting Specialist To excel in this role you will need a strong foundation in accounting principles, with a minimum of one year of relevant experience required. Familiarity with full-service financial institutions is preferred, as it will deepen your understanding of the specific needs of our members. Proficiency in Microsoft Office, particularly Excel, is essential for data analysis and reporting, enabling you to efficiently handle tasks such as reconciliation and tracking. Additionally, being detail-oriented and organized will help you manage various accounting functions effectively, while strong problem-solving skills will empower you to address any discrepancies proactively. Join our team today! If this sounds like the right job for you, don't wait - apply today to join our team. We look forward to hearing from you! *Must be able to pass Background and Drug screening.
    $19.9-22.4 hourly 24d ago
  • Credit Solutions Specialist I

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial wellbeing services * 401(K) matching with up to 5% match * Reduced health insurance * Employee wellbeing services * DE&I initiatives * Work-life balance Job Summary Position is responsible for reviewing past due consumer accounts to determine delinquency level and appropriate collection activity. Handle legal, bankruptcy, repossession and charge off accounts with the goal of protecting the Credit Union's interest. Process garnishments and levies to remain in federal and state compliance. Credit Solutions Specialist may be assigned specialized functions as a primary responsibility or as a back-up responsibility. Maintain positive interaction with internal and external members and ensure the experience is reflective of the spirit of our brand. What You'll Do * Makes a high volume of telephone calls pre department standard to members regarding the collection of delinquent accounts/loans and negative shares. * Work assigned, low delinquency collection queues on a weekly basis by contacting members by phone or mail to establish the reason for past due payment(s) and obtain promises to pay on past due amounts owed. Help educate members on financial responsibility. * Issue collection letters where appropriate * Performs the necessary follow up with members who have not met the terms of repayment. What You'll Bring * High School diploma (GED) required. * Zero to two (0-2) years of collection experience preferred or / 5-years financial experience preferred * Certified in financial counseling preferred. * Proven ability to support a strong member/customer service culture. * Knowledgeable of all federal and state regulations and statutes i.e., FCRA, FDCPA, SCRA, Reg. Z, Reg. P, Statute of Limitations, etc. What You'll Get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do * Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
    $82k-101k yearly est. 36d ago
  • Loan Servicing Oversight Analyst

    People Driven Credit Union 3.7company rating

    People Driven Credit Union job in Southfield, MI

    If you're people driven, come join People Driven Credit Union in Southfield, MI, as a Full-Time Loan Servicing Oversight Analyst! This exciting opportunity allows you the opportunity of a hybrid work environment, offering you the flexibility to balance your professional and personal life. Compensation for this position can range from $52,000 to $62,000 annually, with offers directly related to relevant experience and skills. You will be offered great benefits such as employer paid Medical, Dental, and Vision for all employees! Add dependents for an affordable cost share. We also offer a generous 401(k) program, life insurance, and plenty of paid time off including federal holidays. A day in the life of a Loan Servicing oversight Analyst This role will take on the vital responsibility of managing and servicing a diverse portfolio of Commercial and Small Business lines of credit, unsecured and secured loans, as well as residential second mortgages and home improvement loans. You will educate businesses and homeowners about various loan products and their requirements, simplifying complex conditions, and ensuring all necessary documentation is accurate and compliant with credit union policies and regulations. Your role will also involve conducting thorough loan investigations, calculating loan amortization schedules, and executing system adjustments and corrections efficiently. Additionally, you will manage business title and UCC filings, ensure proper insurance compliance, and monitor flood insurance to safeguard our members' interests. position Requirements Intermediate to advanced excel knowledge. Familiarity with federal and state legislation related to collections, lending, and membership Minimum four years of experience in loan servicing or related field within a full-service financial institution. Will you join our team? If you believe that this position matches your requirements, applying for it is a breeze. Best of luck! *Must be able to pass Background and Drug screening.
    $52k-62k yearly 6d ago
  • Member Experience Associate - Hastings

    Lake Trust Credit Union 4.1company rating

    Brighton, MI job

    is located in Hastings, Michigan. More Than A Job! Why do you work each day? To us, our jobs are not just something we do to make a living, it's a way to live. We work to support our members; whether celebrating moments of joy, finding a solution to an obstacle, or offering encouragement through a time of struggle. The worth of our work isn't measured in dollars and cents, it's seen in our communities and felt by the people who believe in us. Benefits Include * Financial Wellbeing Services * 401(K) matching up to 5% * Heath Insurance with Wellness Incentives * Employee Wellbeing Services * DE&I Initiatives * Work-Life Balance Job Summary The Member Experience Associate is passionate about delivering the best Member Experience to our members! This team member will uncover needs, inspire possibilities, and deliver solutions to advance our members' financial success. This person must be adaptable with a strong sense of teamwork. They will cross-sells products and services, open all deposit accounts, including specialty and business accounts to help our members meet their financial goals. This position will build and deepen member relationships by providing the Best Member Experience. Member Experience Associates will be expected to support onstage operations and help to reach and exceed Lake Trust goals. What you'll do * Proactively greet and interact with members as they enter the Credit Union. * Through active listening and asking open ended, highly impactful questions you will uncover member needs to best assist them in meeting those needs. * Be a financial coach to our members! Look for opportunities to maximize member loyalty, building and deepening the member's relationship by assessing member's total financial picture and offering solutions to advance their financial success. * Coach and mentor peers by working collaboratively and promoting teamwork in order to achieve Lake Trust goals. * Demonstrate positive behaviors that promote high morale, cooperation and enthusiasm. * Educate members on consumer loans and credit card products. Originate, process, and close on consumer loans. * Advise on opportunities to advance members' financial well-being by looking for cross-sale opportunities and acting as a financial coach to members. What you'll bring * High School Diploma/GED is required * Minimum of 1-2 years job-related experience demonstrating success in building member/customer relationships by successfully cross selling products within a financial institution or retail environment. What you'll get We know that pay and benefits are important. And, we've really got that covered. But, we also know that those are not the only things that you need to decide if this is the place for you. Join our team of Lake Trusters and you'll enjoy: * Working with an energetic team focused on making our members wildly successful * An opportunity to work with others that have your back every step of the way * Opportunities to make a difference both inside and outside of our walls * Being treated like you are more than the work you do Must be a tech savvy individual who has a high degree of adaptability to adjust quickly to change and priorities.
    $33k-38k yearly est. 50d ago

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