Financial Consultant

Company: Community Financial Credit Union
Location: Plymouth
Posted on: February 17, 2026

Job Description:

Job Description Job Description Who We Are: At orsa credit union, we believe in more than just banking, we believe in people. We are looking to build a community of forward-thinking team members who share our values towards providing exceptional member experiences and financial empowerment through our best-in-class products. We’ve been recognized as one of the Regional Best and Brightest companies for the last 20 years and nationally recognized since 2018. We have been certified as a Great Place To Work since 2023 and as of 2024, we were also recognized as the Best and Brightest in Wellness , reflecting our deep commitment to our team members and the communities we serve. At orsa, we are always looking for mission-driven in-branch staff to bring our values to life, and we hope you might be one of them. About the role: Every day, the consultant transforms ordinary branch visits into digitally-forward, people-first extraordinary experiences that strengthen trust, deepen relationships, and create joy. This role bridges vision and action, ensuring that the organization’s strategies and values are fully realized in the everyday experiences of members. By combining operational excellence with genuine care, the consultant carries our promise all the way through the final mile, where trust is built, relationships are deepened, and the credit union’s purpose of creating joy and igniting Michiganders’ impossible dreams comes to life. Through interactive and collaborative conversations, the consultant identifies opportunities to guide members toward solutions that align with their goals, whether through everyday transactions, specialized products, or deeper consultation. This role embodies our values by walking with members through both light and dark moments, positioning the organization as their trusted, lifelong partner. This position has a starting hourly rate of $20.48 , but your offer amount may be increased with relevant work experience and transferable skills. This is a full-time position Monday–Saturday. Work schedule varies based on branch needs. Possible work locations include Canton, Plymouth, Northville, Westland, Livonia, Wixom, West Bloomfield, and Detroit. How you’ll shape the member experience: Walk alongside members in both light and dark moments. Carry the spirit of our Manifesto all the way through the final mile, ensuring every interaction makes members feel supported and relationships grow stronger. Guide members toward meaningful solutions with a digitally-first mindset. Take time to understand members’ everyday finances and impossible dreams, recommending products and services that help them move forward with confidence. Deliver operational excellence with care. Handle transactions — including cash — with accuracy, integrity, and consistency, protecting members’ trust while upholding compliance standards and dual control practices. Take ownership of member challenges. Stand courageously with members in difficult moments, resolving issues thoughtfully and turning challenges into opportunities for deeper connection. Be a confident and trusted resource. Share knowledge of deposit, lending, and digital banking products with clarity and care, guiding members as they navigate options big and small. Contribute to branch and organizational success. Celebrate team wins with a huzzah, promote solutions that make members’ lives better, and elevate referrals that create lasting impact. Collaborate to strengthen community connection. Partner across branches and with other teams to ensure consistency, share expertise, and reflect the organization’s commitment to creating joy and igniting Michiganders’ impossible dreams. Commit to continuous learning and growth. Stay curious and engaged, deepening your knowledge of products, initiatives, and compliance while fostering belonging, collaboration, and strong relationships across the organization. Support organizational flexibility. Step in where needed — including at other branches — to ensure members always experience care and connection through the final mile. What you bring to the table: High school diploma or equivalent. Minimum two years' experience as a service representative in the retail or service industry or equivalent experience. Proficiency using Microsoft Suite. We believe in creating a Culture of Belonging guided by our core values: Relentless Care, Hustle & Grind, Huzzah! and Curiosity. As a team member of orsa, you’ll enjoy: 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 Contact/application information: If this description appeals to you, please submit an application! A member of orsa credit union's talent acquisition team will be in contact with you shortly! Equal Employment Opportunity Policy: orsa credit union is an equal opportunity employer (M/F/D/V). We recruit, employ, train, compensate, and promote without regard to race, religion, creed, color, national origin, age, gender, gender identity or expression, sexual orientation, marital status, disability, veteran status, or any other basis protected by applicable Federal, State or local laws. Disclaimer: This job posting highlights some of the most critical responsibilities and requirements of the position. There may be additional duties and responsibilities that are not listed above. A Talent Acquisition Specialist will be sure to discuss the role in further detail should your application be selected to move forward. Please note that orsa credit union does not involve Artificial Intelligence (AI) when evaluating applications. Applications for this position are reviewed by a member within the Talent Acquisition team. We are dedicated to providing an equitable and thorough review of all submissions and look forward to additional connection as the recruitment process continues!

Keywords: Community Financial Credit Union, Southfield , Financial Consultant, Customer Service & Call Center , Plymouth, Michigan