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Lake Michigan Credit Union Verified 4d ago

Personal Banking Advisor - Naples, FL

Naples, FL On-site

Salary not listed
PaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing

JobFig found this opening at its original source and checks that it remains available.

About the role

LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients. This role focuses on meeting members' financial needs by providing expert guidance, actively cross-selling LMCU products, and delivering exceptional service.

What you'll bring

  • Three years to five years of similar or related experience, including preparatory experience.
  • High school diploma or equivalent (required)
  • Michigan Resident Producer Credit Insurance License required for all Michigan-based employees.
  • External candidates without current licensure must successfully 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 effectively engage with members and provide personalized financial solutions.
  • In-depth knowledge of LMCU products and services, with the 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, with the ability to handle challenging situations calmly and professionally.
  • Adaptability and a flexible approach to meeting changing needs and demands in the branch.
  • with additional coursework or banking experience preferred.

Benefits

Health Savings Account (HSA)Medical InsuranceParental LeaveTuition Assistance