Personal Banking Advisor — Client Growth & Solutions

Lake Michigan Credit Union; Florida; On-site; USD 48,000 - 72,000; Full time

Benefits offered by this job

Weekly pay

Health coverage

Tuition reimbursement

Job summary

Lake Michigan Credit Union in Florida seeks a Personal Banking Advisor to serve as a financial consultant for members, handling new accounts, loans, and cross-selling products while delivering outstanding service.

The role requires strong consultative and communication skills, attention to detail, and the ability to meet branch goals. Compliance and relationship-building are essential in daily activities.

Qualifications

• High school diploma or equivalent required.
• Ability to become registered through NMLS and achieve notary certification.
• Licensing may apply depending on role and location.

Responsibilities

• Promote a consultative member experience and cross-sell LMCU products.
• Educate members on loans, credit cards, second mortgages, and other services.
• Process new consumer accounts and loans accurately.
• Maintain compliance with LMCU policies and regulatory requirements.
• Build long-term relationships to support branch goals and member satisfaction.

Skills

Consultative skills

Communication skills

Attention to detail

Education

High school diploma

Job description

Lake Michigan Credit Union in Florida seeks a Personal Banking Advisor to serve as a financial consultant for members, handling new accounts, loans, and cross-selling products while delivering outstanding service.

The role requires strong consultative and communication skills, attention to detail, and the ability to meet branch goals. Compliance and relationship-building are essential in daily activities.