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Job · Macomb, MI · Full time

PT Member Relationship Consultant - Macomb

165 Credit Union One · $70.3M budget · 406 staff · Since 1938

Why 165 Credit Union One

FY2022 · Form 990Its mission and biggest programs, as filed

Offers members outstanding financial products and services anytime, anywhere.

  • During 2022, Credit Union One, a state chartered Credit Union located in the state of michigan, provided financial services to mebmers who live in the state of michigan. Credit Union One continued to fulfill its exempt status by providing Credit…

Before you apply

FY2022 · Form 990Independent: from IRS data, not the org
Pays its leaders
$172K–$568K
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$59.5M
spent in FY2022
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
406
employees
12 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+15%
of revenue, FY2022
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
25 mo
of spending, in cash and securities
Looks good: 25.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2022
latest Form 990
Worth a look: the latest return is for FY2022, 4 tax years back; more than 3 tax years.
IRS e-file
IRS status
501(c)(14)
tax-exempt since 1956
Looks good: listed by the IRS.
IRS BMF
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Provides an exceptional in-branch member experience. Builds & deepens relationships with members by proactively uncovering financial needs. Processes financial transactions including check cashing, withdrawals, deposits, & loan payments. Takes applications/closes consumer loans, home equity loans, & mortgage loans. Performs transactions on stationary & mobile devices. Identifies, troubleshoots & resolves member service issues. Manages a self-developed pipeline of members & prospects for future opportunities with the objective of meeting or exceeding assigned sales goals.

This is a multi-faceted role and requires exceptional member service skills, product/service knowledge, technological expertise & attention to detail & adherence to operations policies & procedures.

Read the original listing on recruiting.ultipro.com

About 165 Credit Union One

From its Form 990

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