Personal Advisor
$41,496–$41,496 year
On-siteMilford, Michigan, United States
Job Summary
Uncover banking opportunities that save or make money for members using a member-centric approach. Recommend resource departments like Business, Investment, or Mortgage Services to meet financial needs. Resolve account-related issues by analyzing data and providing timely solutions. Accurately process transactions including cash, checks, and loans while adhering to policies. Open accounts, enroll members in services, and explain terms clearly. Process and close loan applications ensuring documentation accuracy. Apply security, compliance, and fraud training to protect member information. Meet or exceed sales and service goals while contributing to team success.
Required Qualifications
- High school diploma or GED
- Strong sales skills: ability to identify member needs, deliver effective presentations, and close opportunities
- Exceptional member service skills: provide timely, courteous, and professional support to internal and external members
- Adaptability: open to change, new responsibilities, and able to handle pressure effectively
- Initiative: proactive in solving problems, seeking growth opportunities, and generating ideas
- Alignment with our core values: credible, charitable, committed, and united
- Strong communication, organizational, and multitasking skills
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