Bilingual; English​/Spanish Personal Banking Advisor - Port Chalotte, FL

General Information

Primary

Location:

Port Charlotte Branch, 2120 Kings Hwy, Port Charlotte, FL 33980

Employee Status:
Full-Time

Workplace Type:
Fully On-Site

Personal Banking Advisor: responsible for meeting members’ financial needs by providing expert guidance, cross‑selling LMCU products, and delivering exceptional service. Key duties include setting up new accounts, processing loans, and assisting with a variety of financial products while building long‑term relationships with members to help them achieve their lifetime goals. The role requires strong consultative skills, a commitment to service excellence, and the ability to meet individual and branch goals.

• Member Experience – Promote strong member interactions by establishing trust and rapport, ensuring a personalized and consultative approach to addressing financial needs; educate members on LMCU products; identify opportunities to cross‑sell relevant products (loans, credit cards, mortgages, etc.); demonstrate critical thinking and problem‑solving to mitigate risks; build relationships that encourage retention and satisfaction; resolve conflicts and de‑escalate unfavorable situations with professionalism and empathy;
  
  self‑manage tasks to ensure timely follow‑ups and accuracy.
• Product Promotion / Growth – Consult with consumer and business members, accurately process new accounts, loans, credit cards, mortgages, HSA or IRA accounts, and business products; actively contribute to branch goals by meeting sales and service targets; promote LMCU products; represent LMCU in community events; refer members to other departments (Mortgage, Wealth, Premier, etc.) to enhance satisfaction and branch growth.
• Leadership & Development – Mentor and coach peers; share best practices for referrals, product knowledge, and sales techniques; participate in projects, initiatives, and culture; promote core values; adapt to changing branch needs; assist with branch operations (transactions, vault responsibilities, supervisor duties during peak times).

• 3–5 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 Michigan employees. External candidates must complete licensing examination within 90 days of hire.
• Ability to register through NMLS and obtain notary certification.
• Strong interpersonal and communication skills to engage members and provide personalized solutions.
• In‑depth knowledge of LMCU products and services, with the ability to process 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, handling challenging situations calmly and professionally.
• Adaptability and flexibility to meet changing branch needs.
• Proficiency in spoken English and Spanish; ability to interpret between multiple parties.
• Completion of a telephone‑based language proficiency assessment during the application process.

• Weekly pay and retirement savings options.
• Comprehensive health coverage, including medical (with prescription), dental, vision, HSA match, paid parental leave, and tuition reimbursement.

LMCU is an Equal Opportunity Employer. We are committed to fostering diversity and inclusion in all aspects of the workplace. All qualified applicants will receive consideration without regard to race, color, religion, sex, national origin, disability, or any other protected status.