What are the responsibilities and job description for the Premier Banking Specialist position at LMCU?
What You’ll Get:
LMCU is looking for a Premier Banking Specialist who will be responsible for preparing all of the deposit documents necessary for opening new Premier personal and business accounts. This role will focus on deepening member relationships by referring members and offering appropriate financial solutions and services to both individual and small business members.
What you’ll do:
We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.
It’s about always doing what’s best and right for our members - it guides everything we do.
From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.
Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
Have additional questions about the role?
You may email us at: Careers@lmcu.org.
If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:
Call us at: (616) 242-9790
Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316
Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application.
LMCU is an Equal Opportunity Employer
- Weekly Pay
- Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision
- Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA)
- Retirement options like 401 (k) with company match and pension.
- Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
- Tuition reimbursement
- To see a full list of our benefit offerings – check out this helpful guide!
LMCU is looking for a Premier Banking Specialist who will be responsible for preparing all of the deposit documents necessary for opening new Premier personal and business accounts. This role will focus on deepening member relationships by referring members and offering appropriate financial solutions and services to both individual and small business members.
What you’ll do:
- Prepare all of the deposit documents necessary for opening new Premier personal and business accounts. Input of all the loan data into the Symitar system for any consumer loan request coming from a Premier Banking member, not limited to personal and business deposit accounts, consumer lending and home equity mortgages.
- Handle day to day interaction with Premier members in answering questions related to online banking, replacing lost or compromised Premier ATM / Debit Cards, various transactions occurring on a members account, and any other Premier member questions that may come up.
- Maintain up to date knowledge and may train others on products, services, departmental systems and related technology, policies and procedures. Responsible for focus and awareness of identifying, assessing and managing risk and adhering to policy and procedure acknowledgements. Participate in identifying issues of concern and keeping Department Management informed as needed.
- Works directly with the member and / or Premier Banker and Department Manager to obtain related applicant and financial information or other documentation (i.e. trust documents, insurance policies, business documents, etc.) needed for new accounts or loans and servicing requests.
- Prepare wire requests for Premier members and approve within wire authority.
- Assist Premier Bankers with managing their pipelines, including: submitting referrals, entering opportunities, managing stages and tasks, requesting financial data on maturing loans and loans up for review.
- May attend member or prospect meetings, presentations and events with a Premier Banker or independently. Will occasionally originate and open new Premier Banking relationships when the opportunity arises.
- Three years to five years of experience in Premier (Private) Banking and experience in consumer loan documentation is required.
- Bachelor’s degree in business, finance or a related field of study is preferred, or associate’s degree with substantial related experience.
- Attention to detail is a critical component of the position.
- Strong communication skills, both in verbal and written form.
- Ability to communicate effectively with both internal and external members.
- Experience in MS Outlook, Excel and Word.
- Regular use of core banking software.
We’re proud of our past, thrilled with our present, and couldn’t be more excited about our future! Lake Michigan Credit Union has grown to become one of the largest credit unions in the nation with our headquarters in West Michigan.
As a credit union, LMCU is a not for profit institution, owned by its members, instead of corporate stock holders. We are accountable directly to our members, and they directly share in our success – benefitting by lower and fewer fees, better savings and checking interest rates, lower cost mortgages and a host of other advantages that simply don’t exist at traditional banks.
It’s about always doing what’s best and right for our members - it guides everything we do.
From friendly, knowledgeable and professional employees who greet you by name, to offering stellar value at every turn, LMCU works for its members.
Working with LMCU you can grow and advance in your career and work with talented teams that help you become better each and every day. As an employee you can have confidence in knowing your work is having an impact by supporting our mission of serving our members’ lifetime financial needs.
You’ll be encouraged to innovate and excel and we're committed to your empowerment as an employee, providing ongoing training, development, support, and opportunities for you to achieve your career goals.
Have additional questions about the role?
You may email us at: Careers@lmcu.org.
If you lack access to the internet or internet connectivity, or have a disability that hinders your ability to apply online, please choose one of the following options to obtain assistance:
Call us at: (616) 242-9790
Mail your resume to: 5664 Prairie Creek Drive, Caledonia, MI 49316
Please Note: These options are reserved for use by individuals requesting an accommodation as a candidate. Information received via these options will be routed to our HR team, who will provide appropriate assistance to facilitate the completion of LMCU’s online application.
LMCU is an Equal Opportunity Employer