Personal Banking Advisor - Sun City Ctr, FL

Lake Michigan Credit Union; Sun City (AZ); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Weekly pay

Health coverage

Dental plan

Vision plan

HSA match

Parental leave

Tuition reimbursement

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor at the Sun City Center Branch to serve as a financial consultant for members, both new and existing, including consumer and business clients.

You will educate members on LMCU products, cross-sell lending and deposit options, and aim to meet individual sales and service targets while maintaining compliance and a high level of service.

Qualifications

• Three to five years of similar or related experience in banking or financial services.
• High school diploma or equivalent is required; additional banking coursework is a plus.
• Ability to process consumer and business accounts and loans accurately.

Responsibilities

• Promote strong member interactions by establishing trust and rapport with a personalized consultative approach.
• Educate members on LMCU products and services aligned with their financial goals.
• Identify opportunities to cross-sell loans, credit cards, mortgages, and business accounts while meeting sales targets.
• Build relationships to encourage member retention and satisfaction and resolve conflicts professionally.

Skills

Customer service

Sales targets

Interpersonal communication

Financial products knowledge

Education

High school diploma or equivalent

Job description

General Information

Primary Location: Sun City Center Branch – 1653 Sun City Ctr, Sun City Ctr, FL 33573
Employee Status: Full‑Time
Workplace Type: Fully On‑Site

About this Position

Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members, both new and existing consumer and business clients.

Responsibilities

• Promote strong member interactions by establishing trust and rapport and ensuring a personalized consultative approach.
• Educate and inform members on LMCU products and services that align with their financial goals.
• Identify opportunities to cross‑sell relevant products (loans, credit cards, second mortgages, HSA or IRA accounts, business accounts).
• Demonstrate critical thinking and problem‑solving skills to identify solutions while mitigating risks.
• Build relationships to encourage member retention and satisfaction.
• Resolve conflicts and de‑escalate unfavorable situations with professionalism, empathy, and care.
• Self‑manage prioritization and organization of tasks, ensuring timely follow‑ups and accuracy.
• Ensure compliance with LMCU policies, regulatory requirements, and security standards when processing transactions.
• Process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products accurately.
• Meet individual sales and customer service targets to contribute to branch goals.
• Represent LMCU in the community by participating in sponsored events and on‑site employer group sessions.
• Refer members to other LMCU departments (Mortgage, Wealth, Premier, Insurance, Treasury, Commercial) when appropriate.
• Mentor and coach peers, share best practices for referrals, product knowledge, and sales techniques.
• Participate in LMCU projects, initiatives, and culture, promoting core values and service standards.
• Adapt to changing branch needs, maintaining composure and effectiveness in a dynamic environment.
• Assist with branch operations (processing transactions, vault responsibilities, supervisor duties during peak times).

Qualifications

• Three to five years of similar or related experience, including preparatory experience.
• High school diploma or equivalent (required); additional coursework or banking experience preferred.
• Michigan Resident Producer Credit Insurance License required for all Michigan‑based employees.
• External candidates must complete the licensing examination and provide proof of certification within 90 days of hire.
• Ability to become registered through NMLS and achieve notary certification through the county.
• Strong interpersonal and communication skills to engage members and provide personalized financial solutions.
• In‑depth knowledge of LMCU products and services with ability to process consumer and business accounts and loans accurately.
• Proven ability to meet sales targets and contribute to branch goals in a results‑driven environment.
• Exceptional problem‑solving and conflict resolution skills; calm and professional handling of challenging situations.
• Adaptability and flexible approach to meeting changing needs and demands in the branch.

Benefits

• All employees: weekly pay and retirement savings options.
• Full‑time employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.

Equal Opportunity Employer

LMCU is an Equal Opportunity Employer.