Personal Banking Advisor: Trusted Financial Guide

Lake Michigan Credit Union; Troy (MI); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Weekly pay

Retirement savings options

Health coverage - medical, dental, and

Tuition reimbursement

Paid parental leave

Job summary

Lake Michigan Credit Union in Troy, MI is seeking a Personal Banking Advisor to act as a financial consultant for members, including new and existing clients. You will set up new accounts, process loans, and assist with varied financial products while building long-term member relationships.

The role emphasizes cross-selling and exceptional service, with a focus on meeting branch goals and regulatory compliance. Strong communication and problem-solving skills are essential for success.

Qualifications

• Three to five years of similar or related experience.
• High school diploma or equivalent (required).
• Michigan Resident Producer Credit Insurance License required for all Michigan-based employees; notary certification and NMLS registration preferred.

Responsibilities

• Promote strong member interactions with a consultative banking approach.
• Cross-sell loans, credit cards, second mortgages, and other banking products.
• Process new consumer accounts and loans accurately, while ensuring compliance.

Skills

Interpersonal communication

Sales oriented

Problem solving

Education

High school diploma or equivalent

Banking experience preferred

Tools

NMLS registration

Notary certification

Producer Credit Insurance License

Job description

Lake Michigan Credit Union in Troy, MI is seeking a Personal Banking Advisor to act as a financial consultant for members, including new and existing clients. You will set up new accounts, process loans, and assist with varied financial products while building long-term member relationships.

The role emphasizes cross-selling and exceptional service, with a focus on meeting branch goals and regulatory compliance. Strong communication and problem-solving skills are essential for success.