Lake Michigan Credit Union Verified 4d ago
Personal Banking Advisor - Naples, FL
Naples, FL On-site
Salary not listedPaySalary 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