Personal Banking Advisor: Build Relationships

Lake Michigan Credit Union; Kentwood (MI); On-site; USD 25,000 - 39,000; Part time

Benefits offered by this job

Weekly pay

Retirement savings options

Comprehensive health coverage

HSA match

Paid parental leave

Tuition reimbursement

Job summary

Lake Michigan Credit Union in Kentwood, MI is seeking a Part-Time Personal Banking Advisor to deliver consultative financial guidance to members. You will open new accounts, process loans, and assist with a variety of banking products while building lasting relationships.

The role focuses on meeting financial needs with a high level of service, accuracy, and compliance. A strong commitment to member satisfaction and achieving branch goals is essential.

Qualifications

• High school diploma or equivalent is required.
• Experience in retail banking or consumer lending is preferred.
• Strong communication and interpersonal skills.

Responsibilities

• Promote a personalized, consultative approach to addressing members' financial needs.
• Cross-sell Lake Michigan Credit Union products such as loans, credit cards, and mortgages.
• Set up new accounts and process financial products with accuracy and security.
• Maintain relationships with members to support retention and growth.
• Meet individual sales and service targets while upholding policy and compliance standards.

Skills

Consultative sales

Cross-selling

Customer service

Relationship building

Communication skills

Education

High school diploma or equivalent

Job description

Lake Michigan Credit Union in Kentwood, MI is seeking a Part-Time Personal Banking Advisor to deliver consultative financial guidance to members. You will open new accounts, process loans, and assist with a variety of banking products while building lasting relationships.

The role focuses on meeting financial needs with a high level of service, accuracy, and compliance. A strong commitment to member satisfaction and achieving branch goals is essential.