Personal Banking Advisor: Trusted Financial Consultant

Lake Michigan Credit Union; Troy (NH); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Weekly pay

Health coverage

Dental coverage

Vision coverage

HSA match

Paid parental leave

Tuition reimbursement

Retirement savings options

Job summary

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant and advocate for members, delivering expert guidance, cross-selling products, and providing exceptional service. The role focuses on setting up new accounts, processing loans, and assisting with various financial products while building long-term relationships with members.

The position requires strong consultative skills, attention to detail, and the ability to meet branch goals.

Qualifications

• Experience in personal banking and financial advisory.
• Strong cross-selling and client relationship skills.
• Excellent verbal and written communication with attention to detail.
• Ability to meet individual and branch goals in a fast-paced environment.

Responsibilities

• Promote a consultative, personalized banking experience for members.
• Educate members on LMCU products and services and cross-sell relevant offerings.
• Process new accounts, loans, and other financial products accurately.
• Build long-term relationships to help members achieve financial goals.
• Handle inquiries professionally and resolve conflicts with care and empathy.
• Maintain regulatory compliance and protect member data.

Skills

Interpersonal skills

Verbal & written communication

Cross-selling

Financial product knowledge

Attention to detail

Education

High school diploma or equivalent

Michigan Resident Producer Credit Insurance License

Job description

Lake Michigan Credit Union is seeking a Personal Banking Advisor to serve as a financial consultant and advocate for members, delivering expert guidance, cross-selling products, and providing exceptional service. The role focuses on setting up new accounts, processing loans, and assisting with various financial products while building long-term relationships with members.

The position requires strong consultative skills, attention to detail, and the ability to meet branch goals.