Personal Banking Advisor - Sun City Ctr, FL

General Information Primary Location: Sun City Center Branch – 1653 Sun City Ctr, Sun City Ctr, FL 33573 Employee Status: Full‑Time Workplace Type: Fully On‑Site About this Position Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members, both new and existing consumer and business clients. Responsibilities Promote strong member interactions by establishing trust and rapport and ensuring a personalized consultative approach. Educate and inform members on LMCU products and services that align with their financial goals. Identify opportunities to cross‑sell relevant products (loans, credit cards, second mortgages, HSA or IRA accounts, business accounts). Demonstrate critical thinking and problem‑solving skills to identify solutions while mitigating risks. Build relationships to encourage member retention and satisfaction. Resolve conflicts and de‑escalate unfavorable situations with professionalism, empathy, and care. Self‑manage prioritization and organization of tasks, ensuring timely follow‑ups and accuracy. Ensure compliance with LMCU policies, regulatory requirements, and security standards when processing transactions. Process new consumer accounts, loans, credit cards, second mortgages, HSA or IRA accounts, and business account products accurately. Meet individual sales and customer service targets to contribute to branch goals. Represent LMCU in the community by participating in sponsored events and on‑site employer group sessions. Refer members to other LMCU departments (Mortgage, Wealth, Premier, Insurance, Treasury, Commercial) when appropriate. Mentor and coach peers, share best practices for referrals, product knowledge, and sales techniques. Participate in LMCU projects, initiatives, and culture, promoting core values and service standards. Adapt to changing branch needs, maintaining composure and effectiveness in a dynamic environment. Assist with branch operations (processing transactions, vault responsibilities, supervisor duties during peak times). Qualifications Three to five years of similar or related experience, including preparatory experience. High school diploma or equivalent (required); additional coursework or banking experience preferred. Michigan Resident Producer Credit Insurance License required for all Michigan‑based employees. External candidates must complete 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 with ability to process consumer and business accounts and loans accurately. Proven ability to meet sales targets and contribute to branch goals in a results‑driven environment. Exceptional problem‑solving and conflict resolution skills; calm and professional handling of challenging situations. Adaptability and flexible approach to meeting changing needs and demands in the branch. Benefits All employees: weekly pay and retirement savings options. Full‑time employees: comprehensive health coverage including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement. Equal Opportunity Employer LMCU is an Equal Opportunity Employer. #J-18808-Ljbffr Lake Michigan Credit Union