Financial Solutions Expert

Elements Financial • Indianapolis, IN

2d • $20 - $31 • Onsite

About The Position

This is an exciting opportunity to join our friendly branch team at Elements Financial. Elements Financial serves employees of over 150 organizations across the U.S., ranking among the top 3% of credit unions nationally with over 100,000 members. We offer unparalleled service and leading-edge technology. This is a fully on-site role requiring work inside our Indianapolis, Indiana branches. Our purpose is to Empower Members to Achieve Financial Success. The Financial Solutions Expert (FSE) acts as a partner and consultant to our valued members, collaborating with sales and operations teams to ensure an excellent member experience. The FSE provides trusted advice while actively promoting and selling our products and services.

Requirements

• At least 2 years college and 3 years financial institution or retail experience.
• Proven track record of meeting or exceeding sales goals.
• Proficient at working with multiple computer and software systems.
• Ability to handle multiple tasks simultaneously.
• Strong follow up skills.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in the community.
• Ability to foster an inclusive environment that promotes belonging.
• A focus on respect and excellent service to both external and internal (team) members.
• A proven track record of integrity with a demonstrated ability to build trust.

Responsibilities

• Effectively navigate the loan process for consumer and mortgage loans.
• Proactively complete outbound sales calls for member follow-up and acquisition of new business.
• Effectively transform service issues into sales opportunities.
• Assist with teller transactions as needed.
• Participate in table events and other outside SEG presentations as needed.
• Promote technology usage by interacting with members.
• Participate in sales and marketing activities for the purpose of meeting branch goals and objectives.
• Support branch staffing needs by working at other branch locations/departments as needed.
• Other duties as assigned.
• Explain, promote, and sell all products and services to current and prospective members.
• Maintain well rounded knowledge of all products and services.
• Maintain strong knowledge of all company departments through frequent visits and building relationships with credit union employees.
• Continue to develop knowledge of industry practices, products, and professional growth.
• Participate in appropriate learning opportunities to maintain expertise.

Benefits

• Additional sales incentive compensation is earned in this role

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: Associate degree