Float Personal Banking Advisor - Bradenton, FL

General Information Primary Location: Lakewood Ranch - 8704 State Road 70 E, Bradenton, FL, 34202 Employee Status: Full‑Time Workplace Type: Fully On‑Site Travel: More than 50% within assigned region Who we are: At LMCU, you’ll find more than just a job – discover a fulfilling career where your contributions truly matter. Join our talented team at Lake Michigan Credit Union and experience the difference an employer who puts people first can make in your career and life. About this position LMCU is looking for a Personal Banking Advisor who will act as a financial consultant and advocate for our members, both new and existing consumer and business clients. The role focuses on meeting member needs by providing expert guidance, actively cross‑selling LMCU products, and delivering exceptional service. Advisors are responsible for setting up new accounts, processing loans, and assisting with a variety of financial products while building long‑term relationships to help members achieve their dreams. Responsibilities Member Experience: Promote strong member interactions by establishing trust and rapport, ensuring a personalized consultative approach to addressing their financial needs. Educate members on LMCU products and services that meet their goals and identify opportunities to cross‑sell loans, credit cards, second mortgages, and other banking services. Demonstrate critical thinking and problem‑solving skills to find solutions that meet member needs while mitigating risks to both LMCU and its members. Build relationships that encourage retention and satisfaction, resolve conflicts, de‑escalate unfavorable situations with professionalism and empathy, self‑manage prioritization and organization of tasks, and ensure accuracy in all dealings. Maintain compliance with LMCU’s policies and regulatory requirements when processing financial transactions, managing sensitive member data, and maintaining security standards. Product Promotion/Growth: 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. Actively contribute to branch goals by meeting individual sales and customer‑service targets, promoting LMCU products that meet members’ financial needs. Represent LMCU in the community by participating in sponsored events or on‑site business employer group sessions to build brand awareness. Identify opportunities to refer members to other LMCU departments—Mortgage, Wealth, Premier, Insurance, Treasury, and Commercial—to enhance satisfaction and branch growth. Leadership & Development: Mentor and coach peers by sharing best practices for referrals, product knowledge, and sales techniques. Actively participate in LMCU projects, initiatives, and culture, promoting core values such as PRIDE and I AM LMCU, and upholding LMCU’s service standards. Adapt to changing branch needs, maintain composure and effectiveness in a dynamic environment, contribute to problem‑solving when faced with new challenges, and assist with branch operations—including transaction processing, vault responsibilities, and 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 is preferred. Michigan Resident Producer Credit Insurance License required for all Michigan‐based employees. External candidates without current licensure must complete the licensing examination and provide proof of certification within 90 days of hire. Ability to register through NMLS and obtain notary certification through the county. Strong interpersonal and communication skills to effectively engage with members and provide personalized financial solutions. In‑depth knowledge of LMCU products and services, with the 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, with the ability to handle challenging situations calmly and professionally. Adaptability and a 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. Additional benefits are available; a full list can be found in our benefits guide. Contact Email the Talent Acquisition Team at: View email address on click.appcast.io. If you lack internet access or require accommodation in the application process, please send your resume via mail to 5664 Prairie Creek Drive, Caledonia, MI 49316. Equal Opportunity Employer LMCU is an Equal Opportunity Employer. Lake Michigan Credit Union is fundamentally different than a bank, both in our structure and mission, and we are committed to improving the lives of our members. #J-18808-Ljbffr