Member-Focused Personal Banking Advisor

Lake Michigan Credit Union; Grand Rapids (MI); Presencial; USD 45.000 - 65.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Weekly pay

Health coverage (medical, dental, and

Vision

HSA match

Paid parental leave

Tuition reimbursement

Retirement savings options

Descripción de la vacante

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a trusted financial consultant for both new and existing members, including consumer and business clients. The role focuses on guidance, cross-selling products, and delivering exceptional service while building long-term member relationships.

You will set up new accounts, process loans, and assist with various financial products, contributing to branch goals and a high standard of service.

Formación

• Three to five years of similar or related experience.
• High school diploma or equivalent (required).
• Michigan Resident Producer Credit Insurance License required for all Michigan-based employees.
• Ability to become registered through NMLS and achieve notary certification through the county.
• Strong interpersonal and communication skills.
• In-depth knowledge of LMCU products and services, with the ability to process consumer and business accounts and loans.

Responsabilidades

• Promote strong member interactions by establishing trust and rapport with members, ensuring a personalized and consultative approach to addressing their financial needs.
• Educate and inform members on LMCU products and services that meet their financial goals, identifying opportunities to cross-sell relevant products, such as loans, credit cards, second mortgages, and other banking services.
• Demonstrate critical thinking and problem-solving skills to identify solutions that meet members' needs while mitigating risks to both LMCU and its members.
• Build relationships with members, ensuring high-quality service that encourages member retention and satisfaction.
• Resolve conflicts and de-escalate unfavorable situations, maintaining a high level of professionalism, empathy, and care in every interaction.
• Self-manage prioritization and organization of tasks, ensuring timely follow-ups and ensuring accuracy in all dealings with members.
• Ensure compliance with LMCU's policies and regulatory requirements when processing financial transactions, managing sensitive member data, and maintaining security standards.
• Consult with both consumer and business members, demonstrating the ability to accurately process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products.
• Actively contribute to branch goals by meeting individual sales and customer service targets, promoting LMCU products that meet the financial needs of members.
• Represent LMCU in the community by participating in sponsored events or on-site business employer group sessions, building brand awareness and promoting LMCU services.
• Identify opportunities to refer members to other LMCU departments, such as Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial services, to enhance member satisfaction and branch growth.

Conocimientos

Customer service

Sales skills

Communication

Attention to detail

Problem solving

Educación

High school diploma or equivalent

Descripción del empleo

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a trusted financial consultant for both new and existing members, including consumer and business clients. The role focuses on guidance, cross-selling products, and delivering exceptional service while building long-term member relationships.

You will set up new accounts, process loans, and assist with various financial products, contributing to branch goals and a high standard of service.