Premier Banking Specialist

Lake Michigan Credit Union • Grand Rapids, MI

3d • Onsite

About The Position

LMCU is looking for a Premier Banking Specialist who will be responsible for preparing all of the deposit documents necessary for opening new Premier personal and business accounts. This role will focus on deepening member relationships by referring members and offering appropriate financial solutions and services to both individual and small business members.

Requirements

• Three years to five years of experience in Premier (Private) Banking and experience in consumer loan documentation is required.
• Attention to detail is a critical component of the position.
• Strong communication skills, both in verbal and written form.
• Ability to communicate effectively with both internal and external members.
• Experience in MS Outlook, Excel and Word.
• Regular use of core banking software.

Nice To Haves

• Bachelor’s degree in business, finance or a related field of study is preferred, or associate’s degree with substantial related experience.

Responsibilities

• Prepare all of the deposit documents necessary for opening new Premier personal and business accounts.
• Input of all the loan data into the Symitar system for any consumer loan request coming from a Premier Banking member, not limited to personal and business deposit accounts, consumer lending and home equity mortgages.
• Handle day to day interaction with Premier members in answering questions related to online banking, replacing lost or compromised Premier ATM / Debit Cards, various transactions occurring on a members account, and any other Premier member questions that may come up.
• Maintain up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures.
• Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements.
• Participate in identifying issues of concern and keeping Department Management informed as needed.
• Works directly with the member and / or Premier Banker and Department Manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests.
• Prepare wire requests for Premier members and approve within wire authority.
• Assist Premier Bankers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, requesting financial data on maturing loans and loans up for review.
• May attend member or prospect meetings, presentations and events with a Premier Banker or independently.
• Will occasionally originate and open new Premier Banking relationships when the opportunity arises.

Benefits

• Weekly Pay
• Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
• Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
• Retirement options like 401 (k) with company match.
• Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
• Tuition reimbursement

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree
• Number of Employees: 1,001-5,000 employees