Member-Focused Banking Advisor

lmcu; Lowell (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Lake Michigan Credit Union in Lowell, Michigan is seeking a Personal Banking Advisor to serve as a financial consultant and advocate for members, including both new and existing consumer and business clients. You will set up new accounts, process loans, and assist with various financial products while building long-term relationships with members to help them achieve their financial goals.

The role requires consultative skills, service excellence, and the ability to meet branch goals.

Qualifications

• Strong interpersonal and communication skills are required.
• Ability to meet sales targets in a branch setting.
• Licensing and registrations as specified for Michigan employees.

Responsibilities

• Promote strong member interactions by establishing trust and rapport with members.
• Educate and inform members on LMCU products and services and cross-sell.
• Demonstrate critical thinking to identify solutions meeting members' needs while mitigating risks.
• Build relationships with members to ensure high-quality service and retention.
• Resolve conflicts with professionalism and empathy.
• Self-manage prioritization and organization of tasks with timely follow-ups.
• Ensure compliance with policies and regulatory requirements during transactions.

Skills

Interpersonal communication

Cross-selling

Customer service

Problem solving

Time management

Education

High school diploma or equivalent

Tools

Michigan Producer License

NMLS registration

Notary certification

Job description

Lake Michigan Credit Union in Lowell, Michigan is seeking a Personal Banking Advisor to serve as a financial consultant and advocate for members, including both new and existing consumer and business clients. You will set up new accounts, process loans, and assist with various financial products while building long-term relationships with members to help them achieve their financial goals.

The role requires consultative skills, service excellence, and the ability to meet branch goals.