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

Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members, both new and existing consumer and business clients.

• 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).

• 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.

• 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.

LMCU is an Equal Opportunity Employer.