Financial Solutions Specialist

Advia Credit Union • Village of Pewaukee, WI

3d • $20 - $25 • Onsite

About The Position

The Financial Solutions Specialist proactively identifies financial solutions for credit union members through in-person interactions and proactive phone calls. The role recommends products and services that can save members money and time, earn them money, add convenience, or provide peace of mind. It delivers outstanding service to internal and external members while demonstrating Advia’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core.

The position interviews existing and prospective members, explains services, products, and policies, and identifies needs to recommend appropriate credit union products. It also provides financial guidance, performs lending and new-account functions, supports electronic-service enrollment, and builds and manages member relationships and a business pipeline. The role is full-time and on-site. An incentive opportunity is available based on individual performance, and a bilingual premium is offered for employees who regularly use language skills to assist members; Spanish proficiency is specifically needed and requires testing.

Requirements

• Strong interpersonal skills; courtesy and tact are essential because the role involves personal contact with members and others inside and outside the organization.

Nice To Haves

• Experience working in an environment with individual and team goals is preferred.
• Spanish language proficiency is specifically needed for the bilingual premium; proficiency testing is required.

Responsibilities

• Interview existing and potential members in person and by phone, and explain specific services, products, and policies.
• Identify members’ needs and actively cross-sell credit union services and products in an appropriate, professional manner while meeting credit union standards.
• Meet outbound call expectations involving CRM and other call-list leads.
• Counsel members on money management and financial matters, including communicating loan denials, explaining decisions, and providing direction for future consideration.
• Perform timely and accurate lending functions and offer lending solutions, including HELOC and business lending.
• Build and maintain a book of business to improve present, past, and future member relationships.
• Proactively build and manage a pipeline that supports members’ financial well-being.
• Perform new-account functions, explain account and ownership options, and obtain required information and documentation.
• Cross-sell electronic services and help members enroll in them and understand the e-statement process.
• Maintain the credit union’s quality and professional reputation.
• Stay informed about policy and procedure updates and local and national banking and lending trends.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Life insurance and disability coverage
• Paid time off
• Paid holidays
• Paid parental leave, available after one year of service
• Learning and development programs
• Tuition reimbursement, available after one year of service
• Free telemedicine
• Employee Assistance Program (EAP)
• Wellness initiatives
• Paid community action volunteer hours
• Weekly incentive program based on individual performance
• Every Sunday off

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed