Member-Focused Banking Advisor

Lake Michigan Credit Union; Naples (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor to act as a financial consultant for members, helping with new accounts, loans, and a range of banking products. You will cross-sell services and deliver exceptional service while building long-term relationships.

The role emphasizes consultative selling, attention to detail, and strong communication to meet branch goals and regulatory requirements. On-site, full-time position focused on member satisfaction and financial solutions.

Qualifications

• Strong consultative skills and service orientation.
• Ability to meet individual and branch goals.
• Excellent verbal and written communication skills.

Responsibilities

• Promote personalized financial solutions by actively engaging members.
• Cross-sell LMCU products such as loans, credit cards, and accounts.
• Process new consumer and business accounts; assist with loans and products.
• Maintain regulatory compliance and protect member data.
• Build relationships to drive member satisfaction and retention.
• Assist with branch operations and participate in Saturday shifts when needed.

Skills

Consultative selling

Communication

Attention to detail

Interpersonal skills

Education

High school diploma or equivalent

Job description

Lake Michigan Credit Union is seeking a Personal Banking Advisor to act as a financial consultant for members, helping with new accounts, loans, and a range of banking products. You will cross-sell services and deliver exceptional service while building long-term relationships.

The role emphasizes consultative selling, attention to detail, and strong communication to meet branch goals and regulatory requirements. On-site, full-time position focused on member satisfaction and financial solutions.