Personal Banking Advisor Traverse City US31

General Information :

Primary Location : Traverse City US31

Employee Status : Full-Time

Workplace Type : Fully On-Site

Who we are :

At LMCU youll find more than just a job - discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and discover the difference an employer who puts people first can make in your career and life.

About this position :

LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCUs 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. Personal Banking Advisors are responsible for setting up new accounts processing loans and assisting with a variety of financial products while building long-term relationships with members to help all members achieve their dreams for a lifetime. The role requires strong consultative skills a commitment to service excellence and the ability to meet individual and branch goals. This role requires excellent attention to detail superior verbal and written communication skills and the ability to provide solutions through exceptional critical thinking abilities.

What youll do : Member Experience

• Promote strong member interactions by establishing trust and rapport with members ensuring a personalized and consultative approach to addressing their financial needs.
• Educate and inform members on LMCU products and services that meet their financial goals identifying opportunities to cross-sell relevant products such as loans credit cards second mortgages and other banking services.
• Demonstrate critical thinking and problem-solving skills to identify solutions that meet members needs while mitigating risks to both LMCU and its members.
• Build relationships with members ensuring high-quality service that encourages member retention and satisfaction.
• Resolve conflicts and de-escalate unfavorable situations maintaining a high level of professionalism empathy and care in every interaction.
• Self-manage prioritization and organization of tasks ensuring timely follow-ups and ensuring accuracy in all dealings with members.
• Ensure compliance with LMCUs policies and regulatory requirements when processing financial transactions managing sensitive member data and maintaining security standards.

Product Promotion / Growth

Leadership & Development

What youll bring :

What youll get :

Have additional questions about the role Email the Talent Acquisition Team at : .

If you lack access to the internet or require an accommodation in the application process please send your resume via mail to 5664 Prairie Creek Drive Caledonia MI 49316.

LMCU is an Equal Opportunity Employer

Required Experience :

Unclear Seniority

Key Skills

Change Management,FMCG Sales,Business Objects,Claims Investigation,ERP,ACCA

Employment Type : Full-Time

Experience : years

Vacancy : 1