Member-Focused Banking Advisor (Float Role)

LMCU

Grand Haven (MI)

On-site

USD 42,000 - 64,000

Full time

6 days ago
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Benefits offered by this job

Weekly pay
Health coverage
HSA match
Parental leave
Tuition reimbursement

Job summary

Lake Michigan Credit Union is seeking a Float Personal Banking Advisor to serve as a financial consultant and advocate for members, including both consumer and business clients, at our Grand Haven location.

You will guide members through accounts and loans, cross-sell products, deliver exceptional service, and help branches achieve goals while maintaining accuracy and compliance in all transactions.

Qualifications

  • Michigan Resident Producer Credit Insurance License required; obtain within 90 days of hire.
  • Ability to register through NMLS and achieve notary certification.
  • Strong interpersonal and communication skills to engage with members and provide personalized financial solutions.

Responsibilities

  • Promote strong member interactions with consultative financial guidance.
  • Cross-sell products such as loans, credit cards, mortgages, and banking services.
  • Resolve issues professionally, ensuring compliance and security of member data.
  • Meet sales and service targets to support branch goals.
  • Assist with branch operations and occasional supervisor duties during peak times.

Skills

Customer service
Sales ability
Interpersonal communication
Attention to detail
Problem solving

Education

High school diploma or equivalent
Michigan Resident Producer Credit Insurance License
Notary certification

Tools

NMLS registration

Job description

Lake Michigan Credit Union is seeking a Float Personal Banking Advisor to serve as a financial consultant and advocate for members, including both consumer and business clients, at our Grand Haven location.

You will guide members through accounts and loans, cross-sell products, deliver exceptional service, and help branches achieve goals while maintaining accuracy and compliance in all transactions.

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