Member Banking Advisor & Financial Solutions Coach

Lake Michigan Credit Union; City of Troy (NY); Presencial; USD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Weekly pay

Retirement savings options

Health coverage

Descripción de la vacante

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a trusted financial consultant for members. You will cross-sell products, set up new accounts, process loans, and support a range of financial services to build lasting relationships.

The role emphasizes excellent communication, attention to detail, and service excellence in a fully on-site, full-time environment. Strong consultative skills are essential to meet individual and branch goals.

Formación

• Customer service mindset with consultative selling skills.
• Ability to meet sales and service targets in a branch setting.
• Strong communication and relationship-building abilities.

Responsabilidades

• Provide expert financial guidance and cross-sell LMCU products to members.
• Set up new accounts, process loans, and assist with a variety of financial products.
• Build long-term member relationships and meet branch goals.
• Ensure compliance with policies/regulatory requirements and data security.

Descripción del empleo

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a trusted financial consultant for members. You will cross-sell products, set up new accounts, process loans, and support a range of financial services to build lasting relationships.

The role emphasizes excellent communication, attention to detail, and service excellence in a fully on-site, full-time environment. Strong consultative skills are essential to meet individual and branch goals.