Personal Banking Advisor - Gulf Coast

LMCU • Fort Myers, FL

5d • 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 understanding members’ financial needs, offering expert guidance, promoting relevant LMCU products, and delivering exceptional service. Advisors set up accounts, process loans, assist with a range of financial products, and build long-term member relationships while working toward individual and branch goals. The position calls for consultative skills, service excellence, attention to detail, strong verbal and written communication, and critical thinking.

The advisor supports member experience by building trust, providing personalized guidance, resolving concerns professionally, and ensuring accurate, timely service. The role also contributes to branch growth through product promotion, referrals, community engagement, and achievement of sales and service targets. Advisors mentor peers, participate in organizational initiatives, adapt to changing branch needs, and assist with 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 obtain notary certification through the county.
• Strong interpersonal and communication skills to engage members and provide personalized financial solutions.
• Knowledge of LMCU products and services and the ability to accurately process consumer and business accounts and loans.
• 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 a personalized, consultative approach to addressing their financial needs.
• Educate members about LMCU products and services and identify opportunities to recommend relevant products, including loans, credit cards, second mortgages, and other banking services.
• Use critical thinking and problem-solving to meet member needs while mitigating risks to LMCU and its members.
• Build member relationships and deliver high-quality service that supports retention and satisfaction.
• Resolve conflicts and de-escalate difficult situations with professionalism, empathy, and care.
• Prioritize and organize tasks, complete follow-ups on time, 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 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 that meet members’ financial 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.
• Mentor and coach peers by sharing best practices for referrals, product knowledge, and sales techniques.
• Participate in LMCU projects, initiatives, and culture, and promote 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 for all employees.
• Retirement savings options for all employees.
• Comprehensive health coverage for full-time employees, including medical coverage with prescription benefits, dental, vision, and HSA match.
• Paid parental leave for full-time employees.
• Tuition reimbursement for full-time employees.

What This Job Offers

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