Talent.com
Personal Banking Advisor Livonia
Personal Banking Advisor LivoniaLake Michigan Credit Union • Livonia, Michigan, USA
Personal Banking Advisor Livonia

Personal Banking Advisor Livonia

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

General Information :

Primary Location : Livonia

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]

    Banking Advisor • Livonia, Michigan, USA

    [internal_linking.related_jobs]
    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Remote Financial Advising Expert - AI Trainer ($50-$60 / hour)

    Data Annotation • Pontiac, Michigan
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Customer Service / Benefits Advisor (Work from home)

    Customer Service / Benefits Advisor (Work from home)

    Professional Career Solutions • Pontiac, Michigan
    [filters.remote]
    [job_card.full_time] +1
    We're looking for candidates with great customer service skills to fill our Remote Customer Service role!.This role is entirely remote and offers full-time / Part time hours with flexibility.We are r...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Life Underwriter

    Life Underwriter

    AAA Life Insurance Company • Livonia, MI, US
    [job_card.full_time]
    By joining AAA Life, you will have the opportunity to strengthen the name and reputation of the brand that millions have come to rely upon for financial piece of mind. We are company dedicated to ou...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Saginaw Michigan Field Property Claim Specialist

    Saginaw Michigan Field Property Claim Specialist

    The Auto Club Group • Monroe, MI, United States
    [job_card.full_time]
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Eligible candidates for this role should reside within a commutable distance of Saginaw, Mi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Home-Based Earnings Opportunist – Survey and Focus Group Participant (Hiring Immediately)

    Home-Based Earnings Opportunist – Survey and Focus Group Participant (Hiring Immediately)

    Maxion Research • Flat Rock, Michigan, US
    [filters.remote]
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Activity Aide

    Activity Aide

    Pomeroy Living • Lake Orion, MI, US
    [job_card.full_time] +1
    Stop in anytime Monday–Friday,.Come meet the team and see why this is a great place to grow your career!.Join the Fun at Pomeroy Living!. Pomeroy Living is seeking enthusiastic and compassiona...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Livonia, MI

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Livonia, MI

    AlliedTravelNetwork • Livonia, MI, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Occupational Therapist (OT) in Livonia, Michigan, 48150!. Interested in this assignment? Or maybe you still have not found what you...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,035 per week in Livonia, MI

    Travel Physical Therapist (PT) - $2,035 per week in Livonia, MI

    Cross Country Allied • Livonia, MI, US
    [job_card.full_time]
    As a home health physical therapist, you'll provide PT services to help patients regain their health and mobility.Working at patients' homes, you'll assess their mobility, strength and function, de...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,740 per week in Livonia, MI

    Travel Occupational Therapist (OT) - $1,740 per week in Livonia, MI

    Core Medical Group • Livonia, MI, US
    [job_card.full_time]
    Client in MI seeking Occupational Therapist.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role. Contract / travel assignments ar...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,741 per week in Livonia, MI

    Travel Occupational Therapist (OT) - $1,741 per week in Livonia, MI

    AlliedTravelCareers • Livonia, MI, US
    [job_card.full_time]
    AlliedTravelCareers is working with AHS Staffing to find a qualified Occupational Therapist (OT) in Livonia, Michigan, 48152!. AHS Staffing is looking for a Home Health Occupational Therapist in Liv...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Private Wealth Management Expert - AI Trainer ($100-$100 per hour)

    Remote Private Wealth Management Expert - AI Trainer ($100-$100 per hour)

    Mercor • Pontiac, Michigan, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Australia-based • •Private Wealth Management Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have • •at least 2 years of experi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,521 to $1,671 per week in Livonia, MI

    Travel Occupational Therapist (OT) - $1,521 to $1,671 per week in Livonia, MI

    Host Healthcare • Livonia, MI, US
    [job_card.full_time]
    Host Healthcare is an award-winning travel healthcare company with an immediate opening for this Occupational Therapist position in Livonia, MI. If you are interested in this position, please contac...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,902 per week in Livonia, MI

    Travel Occupational Therapist (OT) - $1,902 per week in Livonia, MI

    Care Career • Livonia, MI, US
    [job_card.full_time]
    Occupational therapists treat disabled, ill, or injured patients with special equipment and the therapeutic use of daily activities. They help patients improve, regain, and develop the skills needed...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Livonia, MI

    Travel Occupational Therapist (OT) - $1,820 to $3,054 per week in Livonia, MI

    CompHealth • Livonia, MI, US
    [job_card.full_time]
    Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one of our specialty-specific recruiters to get access to our vast network of open jobs, including...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist - $1,633 per week

    Travel Occupational Therapist - $1,633 per week

    Focus Staff • Livonia, MI, United States
    [job_card.permanent]
    Focus Staff is seeking a travel Occupational Therapist for a travel job in Livonia, Michigan.Job Description & Requirements. The ideal candidate will have at least 1 year of experience in a OT setti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Patient Financial Advocate

    Patient Financial Advocate

    Firstsource • Taylor, MI, United States
    [job_card.full_time]
    Full Time, Entry Level - GREAT way to get hands on experience! Plenty of opportunities for growth within!.Location : ONSITE at a Medical Facility in Taylor, MI. Due to the nature of this position and...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Remote Executive Personal Assistant (Full-Time & Part-Time)

    Remote Executive Personal Assistant (Full-Time & Part-Time)

    GOLD GATE • Pontiac, Michigan
    [filters.remote]
    [job_card.full_time] +1
    [filters_job_card.quick_apply]
    Remote – Accepting applicants across the United States.Full-Time : $24 – $32 per hour (based on experience).Part-Time : $18 – $25 per hour. We are seeking a highly organized, proacti...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Occupational Therapist - $1,741 per week

    Travel Occupational Therapist - $1,741 per week

    AHS Staffing • Livonia, MI, United States
    [job_card.full_time]
    AHS Staffing is seeking a travel Occupational Therapist for a travel job in Livonia, Michigan.Job Description & Requirements. AHS Staffing is looking for a Home Health Occupational Therapist in Livo...[show_more]
    [last_updated.last_updated_30] • [promoted]