Personal Banking Advisor - Jenison

LMCU • Jenison, MI

1d • Onsite

About The Position

Lake Michigan Credit Union (LMCU) is seeking a Personal Banking Advisor to serve as a financial consultant and advocate for new and existing consumer and business members. The role focuses on understanding and meeting members’ financial needs through expert guidance, product recommendations, account setup, loan processing, and exceptional service. The advisor builds long-term member relationships and contributes to individual and branch goals through consultative service and product promotion.

The position calls for strong attention to detail, excellent verbal and written communication, critical thinking, and a commitment to service excellence. The advisor also supports branch operations, helps develop peers, and represents LMCU in the community. This is a full-time, fully onsite role in Jenison, Michigan.

Requirements

• Three to five years of similar or related experience, including preparatory experience.
• High school diploma or equivalent.
• Michigan Resident Producer Credit Insurance License for Michigan-based employees. External candidates without current licensure must pass the licensing examination and provide proof of certification within 90 days of hire.
• Ability to become registered through NMLS and obtain county notary certification.
• Strong interpersonal and communication skills to engage members and provide personalized financial solutions.
• In-depth knowledge of LMCU products and services, with the ability to accurately process consumer and business accounts and loans.
• Demonstrated ability to meet sales targets and contribute to branch goals.
• Strong problem-solving and conflict-resolution skills, including the ability to handle challenging situations calmly and professionally.
• Adaptability and flexibility in responding to changing branch needs and demands.

Nice To Haves

• Additional coursework or banking experience.

Responsibilities

• Establish trust and rapport with members and take a personalized, consultative approach to their financial needs.
• Educate members about LMCU products and services, identify appropriate cross-selling opportunities, and recommend relevant financial products.
• Use critical thinking and problem-solving to develop member-focused solutions while mitigating risks to LMCU and its members.
• Build member relationships and provide high-quality service that supports retention and satisfaction.
• Resolve conflicts and de-escalate difficult situations professionally and empathetically.
• Prioritize and organize tasks, complete timely follow-ups, and ensure accuracy in member dealings.
• Follow LMCU policies and regulatory requirements when processing transactions, handling sensitive member information, and maintaining security standards.
• Consult with consumer and business members and process new accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products.
• Contribute to branch goals by meeting individual sales and customer service targets and promoting products that meet members’ needs.
• Represent LMCU at sponsored community events and on-site business employer group sessions.
• Refer members to other LMCU departments, including Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial services, when appropriate.
• Mentor and coach peers by sharing best practices for referrals, product knowledge, and sales techniques.
• Participate in LMCU projects, initiatives, and culture, promoting its core values and service standards.
• Adapt to changing branch needs and contribute to problem-solving in a dynamic work environment.
• Assist with branch operations as needed, including transaction processing, vault responsibilities, and supervisor duties during Saturday shifts or other peak times.

Benefits

• Weekly pay and retirement savings options.
• Comprehensive health coverage, including medical with prescription coverage, dental, and vision.
• HSA match.
• Paid parental leave.
• Tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED