Personal Banking Advisor - Naples, FL
lakemichigancreditunion(1 month ago)
Naples, FLOnsiteFull TimeMedior$66,914 - $90,799 (estimated)Retail Banking
Apply NowAbout this role
A Personal Banking Advisor at Lake Michigan Credit Union serves as a financial consultant and advocate for consumer and business members, helping them achieve their financial goals. The role focuses on delivering personalized service, building long-term relationships, and supporting members with account setups, loan processing, and product guidance.
Required Skills
- Customer Service
- Cross-Selling
- Loan Processing
- Account Opening
- Compliance
- Communication
- Problem Solving
- Relationship Building
- Sales
- Cash Handling
Qualifications
- High School Diploma or Equivalent
- Michigan Resident Producer Credit Insurance License
- NMLS Registration Eligible
- Notary Certification
About lakemichigancreditunion
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