Personal Banking Advisor: Build Relationships & Drive Growth

Lake Michigan Credit Union; Georgetown Charter Township (MI); Presencial; USD 42.000 - 61.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Weekly pay

Retirement plan

Health coverage

Parental leave

Tuition reimbursement

HSA match

Descripción de la vacante

Lake Michigan Credit Union is seeking a Personal Banking Advisor to act as a financial consultant and advocate for members, including new and existing consumer and business clients. You will cross-sell products, set up new accounts, and assist with loans while building long-term member relationships.

The role requires consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals.

Formación

• Three to five years of related banking experience.
• High school diploma or equivalent; banking experience preferred.
• Michigan Resident Producer Credit Insurance License required for all Michigan-based employees.
• External candidates must complete licensing examination within 90 days of hire.
• Ability to register through NMLS and achieve notary certification.
• Strong interpersonal and communication skills for personalized financial solutions.
• In-depth knowledge of LMCU products and services and ability to process accounts and loans.
• Proven ability to meet sales targets and contribute to branch goals.
• Excellent problem-solving and conflict resolution skills.
• Adaptability and collaborative approach to changing branch needs.

Responsabilidades

• Promote trusted member interactions with a consultative approach to meet financial needs.
• Educate members on LMCU products and services and identify cross-sell opportunities.
• Set up new accounts, process loans, and assist with various financial products.
• Meet branch sales and customer service targets.
• Mentor peers and share best practices for referrals and product knowledge.
• Support branch operations, including transactions and peak-time supervision when needed.

Conocimientos

Interpersonal skills

Communication

Sales focus

Customer service

Educación

High school diploma

Michigan Resident Producer License

Descripción del empleo

Lake Michigan Credit Union is seeking a Personal Banking Advisor to act as a financial consultant and advocate for members, including new and existing consumer and business clients. You will cross-sell products, set up new accounts, and assist with loans while building long-term member relationships.

The role requires consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals.