lakemichigancreditunion

Personal Banking Advisor - Naples, FL

lakemichigancreditunion(21 days ago)

Naples, FLOnsiteFull TimeJunior$38,000 - $38,000Banking
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About this role

A Personal Banking Advisor at LMCU serves as a financial consultant and advocate for members, providing guidance on banking products and services, establishing relationships, and ensuring customer satisfaction. The role involves processing financial transactions, cross-selling products, and meeting branch goals while adhering to regulatory standards.

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Required Skills

  • Customer Service
  • Financial Advisory
  • Account Management
  • Sales
  • Cross Selling
  • Regulatory Compliance
  • Conflict Resolution
  • Communication
  • Problem Solving
  • Financial Transactions
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