Talent.com
Personal Banking Advisor Ann Arbor
Personal Banking Advisor Ann ArborLake Michigan Credit Union • Ann Arbor, Michigan, USA
Personal Banking Advisor Ann Arbor

Personal Banking Advisor Ann Arbor

Lake Michigan Credit Union • Ann Arbor, Michigan, USA
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

General Information :

Primary Location : Ann Arbor

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

  • 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 PRIDE 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.
  • What youll get :

  • All Employees : weekly pay and retirement savings options.
  • Full Time Employees : comprehensive health coverage including medical (with prescription) dental vision HSA match paid parental leave and tuition reimbursement.
  • To see a full list of our benefit offerings check out this helpful guide !
  • 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

    [job_alerts.create_a_job]

    Ann Arbor • Ann Arbor, Michigan, USA

    [internal_linking.related_jobs]
    Commercial Banker - Admin. Ann Arbor - Ann Arbor, MI

    Commercial Banker - Admin. Ann Arbor - Ann Arbor, MI

    WesBanco Bank Inc. • Ann Arbor, MI, United States
    [job_card.full_time] +1
    Back 171d Commercial Banker - Admin.Ann Arbor #15-8001 Ann Arbor, Michigan, United States Apply X Facebook LinkedIn Email Copy Location. Ann Arbor Loan Production office.Market Ann Arbor Work Hours ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Ann Arbor - Core Team Member

    Ann Arbor - Core Team Member

    sweetgreen • Ann Arbor, Michigan, United States, 48103
    [job_card.full_time] +1
    A Healthier Future Starts With You!.As a Sweetgreen Team Member, you'll be an ambassador for our mission : building healthier communities by connecting people to real food.Whether you're focused on ...[show_more]
    [last_updated.last_updated_30]
    Travel CVOR Tech - $2,538 per week in Ann Arbor, MI

    Travel CVOR Tech - $2,538 per week in Ann Arbor, MI

    AlliedTravelNetwork • Ann Arbor, MI, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Triage Staffing LLC to find a qualified CVOR Tech in Ann Arbor, Michigan, 48103!.Travel Nursing : Cardiovascular OR Tech Ann Arbor. Shift Details : 9H Days (6 : 30 ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Relationship Banker

    Relationship Banker

    Old National Bank • Dundee, MI, United States
    [job_card.full_time]
    Old National Bank has been serving clients and communities since 1834.With over $70 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Cardiovascular Territory Account Specialist Ann Arbor

    Cardiovascular Territory Account Specialist Ann Arbor

    Novartis • Ann Arbor, MI, US
    [job_card.full_time]
    This is a field-based and remote opportunity supporting key accounts in an assigned geography.Novartis is unable to offer relocation support for this role. Please only apply if this location is acce...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Insurance Agent - Ann Arbor, MI

    Insurance Agent - Ann Arbor, MI

    Horace Mann • Ann Arbor, MI, US
    [job_card.full_time]
    Insurance Agent - Ann Arbor, Mi.Join Horace Mann and Unlock Your Financial Potential.Ready to take control of your financial future? At Horace Mann, we are here to support you in achieving your goa...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Specialty Representative, Gastroenterology - Ann Arbor, MI

    Specialty Representative, Gastroenterology - Ann Arbor, MI

    Allergan • Ann Arbor, MI, United States
    [job_card.full_time]
    AbbVie’s mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel CT Tech - $2,191 per week in Ann Arbor, MI

    Travel CT Tech - $2,191 per week in Ann Arbor, MI

    AlliedTravelCareers • Ann Arbor, MI, US
    [job_card.full_time]
    AlliedTravelCareers is working with Skyline Med Staff to find a qualified CT Tech in Ann Arbor, Michigan, 48106!.Join the Top- Rated Travel Healthcare Team! Skyline Med Staff was named as the #1 B...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Business Development Representative

    Business Development Representative

    Cass Information Systems • Brighton, MI, United States
    [job_card.full_time]
    PRINCIPAL RESPONSIBILITIES AND DUTIES : .Meets and exceeds performance metrics which includes opportunities created and demos or meetings scheduled. Researches, identifies, and contacts prospective cl...[show_more]
    [last_updated.last_updated_less] • [promoted] • [new]
    Physical Therapist Ann Arbor, MI

    Physical Therapist Ann Arbor, MI

    i4 Search Group • Ann Arbor, MI, United States
    [job_card.full_time] +1
    POSITION TYPE : Allied Health Professional.SPECIALTY UNIT : Physical Therapist.We are looking for a committed Physical Therapist to act as the patient's partner throughout the trip of restoring motio...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Advisor - Ann Arbor, MI and Surrounding Areas

    Financial Advisor - Ann Arbor, MI and Surrounding Areas

    Thrivent Financial • Ann Arbor, MI, United States
    [job_card.full_time]
    Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you’ll make...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel CVOR Tech - $2,538 per week in Ann Arbor, MI

    Travel CVOR Tech - $2,538 per week in Ann Arbor, MI

    Triage Staffing LLC • Ann Arbor, MI, US
    [job_card.full_time]
    Travel Nursing : Cardiovascular OR Tech Ann Arbor.Shift Details : 9H Days (6 : 30 AM-4 : 00 PM).Length : 13 WEEKS 13 weeks. Apply for specific facility details.[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Remote Opportunity - Explore Side Hustles & Earn Extra Income

    Finance Buzz • Petersburg, Michigan, US
    [filters.remote]
    [job_card.temporary]
    FinanceBuzz is looking for everyday people to test-drive some of the most popular online money-making methods.This remote opportunity lets you earn extra income while reviewing real, flexible side ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal trainer Private Tutoring Jobs Ann Arbor

    Personal trainer Private Tutoring Jobs Ann Arbor

    Superprof • Ann Arbor, United States
    [job_card.full_time] +1
    Company Profile Superprof is the leading tutoring platform in the USA, connecting passionate individuals with eager learners. We operate in over 63 countries, making education accessible to everyone...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Full-Time Physical Therapist / Ann Arbor, MI / $10K Sign-On Bonus

    Full-Time Physical Therapist / Ann Arbor, MI / $10K Sign-On Bonus

    BrightSpring Health Services • Ann Arbor, MI, United States
    [job_card.full_time]
    Rehab Without Walls Neuro Rehabilitation.Focus on community reintegration—that’s where healing truly begins.At Rehab Without Walls®, our clinicians walk beside clients as they regain strength, conf...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with DoorDash - Onboarding / Onboard

    Drive with DoorDash - Onboarding / Onboard

    DoorDash • Dundee, MI, United States
    [job_card.full_time] +1
    DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety o...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Cardiology - Non-Invasive - Michigan Heart - Ann Arbor, MI

    Cardiology - Non-Invasive - Michigan Heart - Ann Arbor, MI

    HealthEcareers - Client • Ann Arbor, MI, USA
    [job_card.full_time]
    As a physician-led organization, IHA combines the autonomy and close-knit culture of a private practice with the stability and resources of a prestigious national healthcare system.Were seeking a p...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Retail Sales Associate - Arborland

    Retail Sales Associate - Arborland

    Gap • Ann Arbor, MI, US
    [job_card.part_time]
    Retail Sales Associate - Arborland.Part time 3533 Washtenaw Ave, Ann Arbor, MI, US 48104.Forget what you know about old-school industry rules. When you work at Old Navy, you're choosing a different ...[show_more]
    [last_updated.last_updated_30] • [promoted]