LMCU is looking for a Personal Banking Advisor who will serve as a financial consultant and advocate for LMCU's members including both new and existing consumer and business clients.
Locations (2)
Lakewood Ranch, Florida, United States
Bradenton, Florida, United States
Responsibilities
Promote strong member interactions by establishing trust and rapport with members
Educate and inform members on LMCU products and services
Demonstrate critical thinking and problem-solving skills to identify solutions
Build relationships with members to encourage retention and satisfaction
Resolve conflicts and de-escalate unfavorable situations
Requirements
High school diploma or equivalent (required)
Additional coursework or banking experience preferred
Nice to have: Additional coursework or banking experience
Skills
Branch Leader I, II or III (Sat Required) - Petersburg
The Private Client Advisor serves as the main point of contact for affluent clients, coordinating financial needs and achieving sales and service goals.
Responsibilities
establishing an entrusted banker-client relationship
coordinating assigned client financial needs through proactive and disciplined approach
protecting all client and bank information
following Client Privacy and Information Policy & Procedures
studying and understanding local and national economic and business issues
Responsible for originating and managing residential mortgage loans, ensuring compliance with bank and industry standards, and fostering relationships with referral sources.
Responsibilities
Originate various types of mortgage loans
Generate bank fee income through secondary market loans
Build or replace portfolio as directed
Strengthen relationships with internal and external referral sources
Act as content expert on all WesBanco mortgage programs and products
The Personal Banker is responsible for delivering an exceptional client experience, acquiring new and expanding existing relationships, and originating consumer and small business lending opportunities.
Compensation
The pay range for this role is $21 - $26. The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation
Responsibilities
Acquire new and expand existing relationships with clients
Identify client needs and offer appropriate products and services
Refer clients to appropriate business partners within the Bank
Uncover and originate consumer lending and small business lending opportunities
Engage clients and prospects in financial review and business financial reviews
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