Personal Banking Advisor - Tampa, FL
lakemichigancreditunion(17 days ago)
Tampa, FLOnsiteFull TimeJuniorCustomer Service & Sales
Apply NowAbout this role
The Personal Banking Advisor at LMCU is responsible for providing financial advice, processing accounts and loans, and building long-term member relationships. The role emphasizes excellent customer service, cross-selling products, and contributing to branch goals. It involves engaging with members to meet their financial needs and supporting branch operations.
Required Skills
- Customer Service
- Financial Analysis
- Account Management
- Loans Processing
- Communication
- Cross-Selling
- Relationship Building
- Problem Solving
- Compliance
- Sales
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