Member-Centered Banking Consultant

Lake Michigan Credit Union

Holland (MI)

On-site

USD 42,000 - 60,000

Full time

7 days ago
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Benefits offered by this job

Weekly pay
Health coverage (medical, dental, and视
HSA match
Paid parental leave
Tuition reimbursement

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant for members, handling new accounts, loans, and cross-selling a range of products. The role emphasizes service excellence, precise guidance, and building lasting member relationships.

It requires licensure readiness and adherence to regulatory standards, with ongoing coaching and development. Join a team focused on member success, not only transactions, and contribute to branch goals while

Qualifications

  • Three to five years of similar or related experience.
  • High school diploma or equivalent (required).
  • Michigan Resident Producer Credit Insurance License required for Michigan-based employees.
  • External candidates must complete licensing exam within 90 days of hire.
  • Ability to become registered through NMLS and achieve notary certification.
  • Strong interpersonal and communication skills with members; provide personalized financial solutions.

Responsibilities

  • Promote strong member interactions with a consultative approach.
  • Cross-sell products: loans, credit cards, mortgages, and other services.
  • Process new consumer accounts and loans; meet branch goals.
  • Educate members on LMCU products and services to achieve financial goals.
  • Resolve issues professionally and maintain compliance with policies.

Skills

Relationship building
Cross-selling
Financial consulting
Communication

Education

High school diploma or equivalent
Michigan Producer License (required)

Tools

Notary & NMLS registration

Job description

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant for members, handling new accounts, loans, and cross-selling a range of products. The role emphasizes service excellence, precise guidance, and building lasting member relationships.

It requires licensure readiness and adherence to regulatory standards, with ongoing coaching and development. Join a team focused on member success, not only transactions, and contribute to branch goals while

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