Personal Banking Advisor & Member Success

Lake Michigan Credit Union; Troy (MI); In loco; USD 42.000 - 68.000; Tempo pieno

Descrizione del lavoro

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

You will meet branch goals through consultative sales, maintain strong regulatory compliance, protect member data, and contribute to a team focused on integrity, accuracy, and community engagement.

Competenze

• Strong interpersonal and communication skills to engage with members and provide personalized financial solutions.
• Ability to meet sales targets and branch goals in a results-driven environment.
• Attention to detail and commitment to service excellence.

Mansioni

• Promote strong member interactions through trust and personalized service.
• Educate members on Lake Michigan Credit Union products and services; cross-sell loans, credit cards, mortgages, and other banking services.
• Process new consumer accounts and loans; assist with various financial products; maintain accurate records and data security.

Conoscenze

Interpersonal communication

Verbal communication

Written communication

Customer service

Sales ability

Formazione

High school diploma or equivalent

Descrizione del lavoro

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

You will meet branch goals through consultative sales, maintain strong regulatory compliance, protect member data, and contribute to a team focused on integrity, accuracy, and community engagement.