Part-Time Personal Banking Advisor (Tu/Th/F/S) - Kentwood

Lake Michigan Credit Union • Kentwood, MI

8d • Onsite

About The Position

Lake Michigan Credit Union (LMCU) is seeking a part-time Personal Banking Advisor to serve as a financial consultant and advocate for new and existing consumer and business members. The role focuses on understanding members’ financial needs, providing guidance, promoting relevant LMCU products and services, and delivering exceptional service while building long-term member relationships. The advisor helps members achieve their financial goals and contributes to individual and branch targets.

The position is fully on-site in Kentwood and is scheduled for Tuesday, Thursday, Friday, and Saturday. It requires consultative service, attention to detail, strong communication, critical thinking, and the ability to adapt to changing branch needs. The advisor also supports 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 certification within 90 days of hire.
• Ability to become registered through NMLS and obtain county notary certification.
• Strong interpersonal and communication skills for engaging members and providing personalized financial solutions.
• In-depth knowledge of LMCU products and services and the ability to accurately process consumer and business accounts and loans.
• Proven ability to meet sales targets and contribute to branch goals in a results-driven environment.
• 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

• Build trust and rapport with members and provide personalized, consultative assistance with 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 to identify member solutions while mitigating risks to LMCU and its members.
• Provide high-quality service that supports member retention and satisfaction.
• Resolve conflicts and de-escalate difficult situations professionally and empathetically.
• Prioritize and organize work, complete follow-ups promptly, and maintain 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 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 relevant LMCU products.
• 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, and uphold 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 processing transactions, vault responsibilities, and supervisor duties during Saturday shifts or other peak times.

Benefits

• Weekly pay.
• Retirement savings options.
• Full-time employees receive comprehensive medical coverage with prescription coverage, dental insurance, vision insurance, HSA match, paid parental leave, and tuition reimbursement.

What This Job Offers

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