Personal Banking Advisor — Consultative Banker & Growth

Lake Michigan Credit Union; Tampa (FL); On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Health coverage

Job summary

Lake Michigan Credit Union in New Tampa, FL, is seeking a Personal Banking Advisor to serve as a financial consultant for members, helping with new accounts, loans, and a range of banking services. You will educate members, cross-sell products, and build lasting relationships while meeting branch goals.

This on-site, full-time role requires excellent communication, attention to detail, and a customer-first approach.

Qualifications

• Three to five years of related banking or financial services experience.
• High school diploma required; additional banking coursework preferred.
• Ability to become registered through NMLS and obtain notary certification within reasonable time.

Responsibilities

• Assist members with opening new accounts and processing loans.
• Cross-sell products and services to meet members' financial goals.
• Deliver exceptional service and resolve issues with professionalism.
• Meet branch goals and adhere to compliance standards.

Skills

Customer service

Cross-selling

Financial products knowledge

Strong communication

Education

High School Diploma

Tools

NMLS registration

Notary certification

Job description

Lake Michigan Credit Union in New Tampa, FL, is seeking a Personal Banking Advisor to serve as a financial consultant for members, helping with new accounts, loans, and a range of banking services. You will educate members, cross-sell products, and build lasting relationships while meeting branch goals.

This on-site, full-time role requires excellent communication, attention to detail, and a customer-first approach.