Personal Banking Advisor - Fort Myers, FL
lakemichigancreditunion(2 days ago)
About this role
A Personal Banking Advisor at Lake Michigan Credit Union serves as a financial consultant for members, providing personalized guidance on banking products and services while building long-term relationships. The role involves cross-selling financial solutions, ensuring excellent member service, and supporting branch growth. It requires a focus on customer satisfaction and meeting individual and branch goals.
Required Skills
- Customer Service
- Financial Products
- Sales
- Account Management
- Problem Solving
- Communication
- Relationship Building
- Cross-selling
- Financial Advice
- Banking Regulations
About lakemichigancreditunion
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