Financial Solutions Advisor

Lake Michigan Credit Union; Georgetown Charter Township (MI); On-site; USD 45,000 - 70,000; Full time

Benefits offered by this job

Weekly pay

Health insurance

HSA match

Tuition reimbursement

Notary certification support

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve members with consultative financial guidance across consumer and business products. You will set up new accounts, process loans, and deliver proactive service while meeting branch goals in a fully on-site role.

The role requires strong communication, attention to detail, and the ability to build lasting member relationships. Licensure requirements apply for MI-based employees, with licensing or exams completed within 90

Qualifications

• 3–5 years of banking or financial services experience.
• High school diploma required; banking experience preferred.
• Michigan Resident Producer Credit Insurance License required for MI employees.
• NMLS registration readiness or completion within 90 days of hire.
• Strong interpersonal and communication skills for member engagement.

Responsibilities

• Provide consultative financial guidance and cross-sell banking products.
• Open new consumer accounts and process loans efficiently.
• Educate members on products and services to meet financial goals.
• Maintain compliance and safeguard member data with accuracy.
• Build long-term relationships and help achieve branch goals.

Skills

Customer service

Cross-selling

Financial consultation

Attention to detail

Communication skills

Education

High School Diploma

Michigan Resident Producer Credit Insurance License

NMLS registration

Tools

Core banking software

Job description

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve members with consultative financial guidance across consumer and business products. You will set up new accounts, process loans, and deliver proactive service while meeting branch goals in a fully on-site role.

The role requires strong communication, attention to detail, and the ability to build lasting member relationships. Licensure requirements apply for MI-based employees, with licensing or exams completed within 90