Member Banking Advisor & Financial Solutions Specialist

Lake Michigan Credit Union; Bradenton (FL); On-site; USD 42,000 - 66,000; Full time

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant for members, including both consumer and business clients. The role focuses on meeting financial needs through expert guidance, cross-selling products, and delivering exceptional service.

Responsibilities include opening accounts, processing loans, and supporting a variety of financial products while building long-term member relationships.

Qualifications

• Three to five years of similar or related experience, including preparatory experience.
• High school diploma or equivalent required; banking experience preferred.

Responsibilities

• Open new consumer and business accounts.
• Process loans and financial products for members.
• Cross-sell LMCU products to meet members’ financial goals.
• Educate members about products and services and resolve issues professionally.
• Maintain accurate records while ensuring compliance with policies and regulatory requirements.
• Assist with branch operations and provide exceptional member service.

Skills

Consultative selling

Customer service

Communication skills

Problem solving

Education

High school diploma or equivalent

Job description

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant for members, including both consumer and business clients. The role focuses on meeting financial needs through expert guidance, cross-selling products, and delivering exceptional service.

Responsibilities include opening accounts, processing loans, and supporting a variety of financial products while building long-term member relationships.