Personal Banking Advisor Valrico, FL

Job Title : Personal Banking Advisor

Primary Location : 3467 Lithia Pinecrest Rd Valrico FL 33596

Employee Status : full-time hourly

Estimated Hours / Week : 38

Remote : No

% of Travel for the Position : 0%

What Youll Get : (note varied offerings based on role and hours)

Weekly Pay

Comprehensive Health & Wellness package including Medical (with prescription coverage) Dental and vision

Matching Health Savings Account Contributions Dependent Care flexible spending account (FSA)

Retirement options like 401 (k) with company match and pension.

Paid time off : Vacation Personal days paid holidays paid volunteer time sick days & flex time.

Tuition reimbursement

To see a full list of our benefit offerings check out this helpful guide !

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

Consult with both consumer and business members demonstrating the ability to accurately process new consumer accounts loans credit cards second mortgages HSA or IRA accounts and business account products.

Actively contribute to branch goals by meeting individual sales and customer service targets promoting LMCU products that meet the financial needs of members.

Represent LMCU in the community by participating in sponsored events or on-site business employer group sessions building brand awareness and promoting LMCU services.

Identify opportunities to refer members to other LMCU departments such as Mortgage Wealth Premier Insurance Treasury and Commercial services to enhance member satisfaction and branch growth.

Leadership & Development

Mentor and coach peers recognizing opportunities to share best practices for referrals product knowledge and sales techniques.

Actively participate in LMCU projects initiatives and culture promoting core values such as I AM LMCU and upholding LMCUs service standards.

Adapt to changing branch needs maintaining composure and effectiveness in a dynamic work environment and contributing to problem-solving when faced with new challenges.

Assist in various aspects of branch operations as needed including processing transactions handling vault responsibilities and taking on supervisor duties during Saturday shifts or other peak times.

What Youll Bring :

Three years to five years of similar or related experience including preparatory experience.

High school diploma or equivalent (required) with additional coursework or banking experience preferred.

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.

Who We Are :

Were proud of our past thrilled with our present and couldnt be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.

As a credit union LMCU is a not for profit institution owned by its members instead of corporate stock holders. We are accountable directly to our members and they directly share in our success benefitting by lower and fewer fees better savings and checking interest rates lower cost mortgages and a host of other advantages that simply dont exist at traditional banks.

Its about always doing whats best and right for our members - it guides everything we do.

From friendly knowledgeable and professional employees who greet you by name to offering stellar value at every turn LMCU works for its members.

Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members lifetime financial needs.

Youll be encouraged to innovate and excel and were committed to your empowerment as an employee providing ongoing training development support and opportunities for you to achieve your career goals.

Have additional questions about the role

You may email us at : .

If you lack access to the internet or internet connectivity or have a disability that hinders your ability to apply online please choose one of the following options to obtain assistance :

Call us at :

Mail your resume to : 5664 Prairie Creek Drive Caledonia MI 49316

Please Note : These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team who will provide appropriate assistance to facilitate the completion of LMCUs online application.

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