Float Personal Banking Advisor - Lakewood Ranch

LMCU • Bradenton, FL

1d • Onsite

About The Position

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 meeting members’ financial needs through expert guidance, active cross-selling of LMCU products, and exceptional service. The advisor sets up accounts, processes loans, assists with financial products, and builds long-term member relationships while contributing to individual and branch goals. The position calls for consultative skills, a strong commitment to service excellence, attention to detail, excellent verbal and written communication, and critical thinking.

The position is based in Lakewood Ranch and is fully on-site, with more than 50% travel within the assigned region. The advisor may support branch operations, including transactions, vault responsibilities, and supervisor duties during Saturday shifts or other peak times.

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 achieve notary certification through the county.
• Strong interpersonal and communication skills to engage members and provide personalized financial solutions.
• In-depth knowledge of LMCU products and services and ability to accurately process consumer and business accounts and loans.
• Proven ability to meet sales targets and contribute to branch goals.
• Exceptional 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 and identify appropriate cross-selling opportunities, including loans, credit cards, second mortgages, and other banking services.
• Use critical thinking and problem-solving to find solutions that meet member needs while mitigating risks.
• Build member relationships and provide high-quality service that supports retention and satisfaction.
• Resolve conflicts and de-escalate difficult situations professionally, empathetically, and with care.
• 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 data, and maintaining security standards.
• Consult with consumer and business members and accurately process new consumer 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 suited to members’ financial needs.
• Represent LMCU at community events and on-site business employer group sessions to build brand awareness and promote LMCU services.
• 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 core values such as PRIDE and I AM LMCU and upholding service standards.
• Adapt to changing branch needs and contribute to problem-solving in a dynamic environment.
• Assist with branch operations as needed, including processing transactions, handling vault responsibilities, and taking on supervisor duties during Saturday shifts or other peak times.

Benefits

• Weekly pay
• Retirement savings options
• Comprehensive health coverage, including medical coverage with prescription benefits
• Dental coverage
• Vision coverage
• 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