Member‑Focused Personal Banking Advisor

LMCU; Troy (MI); On-site; USD 42,000 - 68,000; Full time

Benefits offered by this job

Weekly pay

Health coverage

Tuition reimbursement

HSA match

Parental leave

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant for members, including consumer and business clients. You will cross-sell products, open new accounts, process loans, and deliver exceptional service to build lasting relationships.

The role emphasizes consultative sales, attention to detail, and adherence to regulatory requirements while helping members achieve their financial goals. This is an on-site, full-time position based in Troy, MI.

Qualifications

• Requires strong interpersonal and communication skills to engage with members.
• Experience in banking or financial services with a consultative approach.
• Ability to meet sales targets and contribute to branch goals.
• Proficiency in processing consumer accounts and loans with accuracy.

Responsibilities

• Provide financial guidance and cross-sell LMCU products to members.
• Set up new accounts, process loans, and assist with banking services.
• Educate members on products and services to meet financial goals.
• Maintain compliance with policies and security standards.
• Mentor peers and participate in branch operations as needed.

Skills

Customer service

Sales

Communication

Relationship building

Problem solving

Education

High school diploma or equivalent

Michigan Resident Producer License

NMLS registration / Notary certification

Job description

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant for members, including consumer and business clients. You will cross-sell products, open new accounts, process loans, and deliver exceptional service to build lasting relationships.

The role emphasizes consultative sales, attention to detail, and adherence to regulatory requirements while helping members achieve their financial goals. This is an on-site, full-time position based in Troy, MI.