Member-Focused Personal Banking Advisor

Lake Michigan Credit Union; Grand Rapids (MI); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Weekly pay

Health benefits

Job summary

Lake Michigan Credit Union in Sparks Dr. is seeking a Personal Banking Advisor to serve as a financial consultant for members, cross-selling products and delivering exceptional service.

You will set up new accounts, process loans, and assist with a range of financial products while building long-term relationships to help members reach their goals. The role requires consultative sales skills, attention to detail, and the ability to meet branch goals with excellent communication.

Qualifications

• 3–5 years of similar or related experience, including preparatory experience.
• High school diploma or equivalent (required), with additional coursework or banking experience preferred.
• Michigan Resident Producer Credit Insurance License required for all Michigan-based employees; external candidates must complete the licensing exam within 90 days of hire.
• Ability to become registered through NMLS and achieve notary certification through the county.
• Strong interpersonal and communication skills to engage with members and provide personalized financial solutions.
• In-depth knowledge of LMCU products and services with ability to process consumer and business accounts and loans.
• Proven ability to meet sales targets and contribute to branch goals in a results-driven environment.
• Exceptional problem-solving and conflict resolution skills; adaptable to changing branch needs.

Responsibilities

• Promote strong member interactions with trust and rapport, using a personalized consultative approach.
• Educate members on LMCU products and services to meet financial goals and identify cross-sell opportunities (loans, credit cards, second mortgages, etc.).
• Demonstrate critical thinking to identify solutions that meet member needs while mitigating risks to LMCU and members.
• Build relationships with members to ensure high-quality service and retention.
• Resolve conflicts and de-escalate situations with professionalism, empathy, and care.
• Self-manage task prioritization and timely follow-ups with accuracy in member dealings.
• Ensure compliance with LMCU policies and regulatory requirements when processing transactions and handling sensitive data.

Skills

Customer service

Sales

Communication skills

Attention to detail

Education

High school diploma or equivalent

Michigan Resident Producer Credit Insurance License

Notary certification

NMLS registration eligibility

Job description

Lake Michigan Credit Union in Sparks Dr. is seeking a Personal Banking Advisor to serve as a financial consultant for members, cross-selling products and delivering exceptional service.

You will set up new accounts, process loans, and assist with a range of financial products while building long-term relationships to help members reach their goals. The role requires consultative sales skills, attention to detail, and the ability to meet branch goals with excellent communication.