Financial Solutions Specialist
About The Position
The Financial Solutions Specialist proactively identifies financial solutions for credit union members through in-person interactions and phone calls. The role recommends products and services that can save members time or money, earn them money, add convenience, or provide peace of mind, while delivering outstanding service in line with Advia’s core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships, and Keep People at the Core. The specialist interviews existing and potential members, explains services, products, and policies, identifies needs, and appropriately cross-sells credit union products and services. The position also provides financial guidance, performs lending and new-account functions, builds and manages a book of business and pipeline, helps members enroll in electronic services, and keeps current with policies, procedures, and banking and lending trends. This is a full-time, on-site role. An incentive program offers the opportunity to earn beyond base pay. A bilingual premium is available 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.
- Proficiency testing is required for the bilingual premium, with a specific need for Spanish language proficiency.
Nice To Haves
- Experience working in an environment with individual and team goals is preferred.
Responsibilities
- Interview existing and potential members in person and by phone, and explain services, products, and policies.
- Identify members’ needs and actively cross-sell credit union services and products in an appropriate, professional manner, meeting credit union standards.
- Meet outbound calling expectations related to CRM and other call-list leads.
- Counsel members regarding 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 and proactively manage a pipeline to improve member relationships and support members’ financial well-being.
- Perform new-account functions, explain account and ownership options, and obtain required information and documentation.
- Cross-sell electronic services and assist members with enrollment and understanding 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
