lakemichigancreditunion

Personal Banking Advisor - Naples, FL

lakemichigancreditunion(3 months ago)

Naples, FLOnsiteFull TimeMedior$69,917 - $94,539 (estimated)Personal Banking
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About this role

A Personal Banking Advisor at LMCU is a member-facing financial consultant who supports both consumer and business clients by guiding them through the credit union’s products and services. The role emphasizes providing personalized service, fostering long-term member relationships, and contributing to overall branch growth and member satisfaction. Advisors also represent the credit union in the community and participate in ongoing development and branch initiatives.

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Required Skills

  • Member Relations
  • Cross-Selling
  • Account Opening
  • Loan Processing
  • Communication
  • Sales
  • Compliance
  • Conflict Resolution
  • Problem Solving
  • Relationship Building

Qualifications

  • High School Diploma
  • Michigan Producer Credit Insurance License
  • NMLS Registration (ability to obtain)
  • Notary Certification (ability to obtain)
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