Financial Solutions Specialist
About The Position
The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core.
Requirements
- Experience working in an environment with individual and team goals preferred.
- Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization.
Responsibilities
- Interview existing and potential members in person and by phone and explains specific services, products, and policies.
- Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining 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 of all varieties including HELOC and Business Lending.
- Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being.
- Perform new account functions, explain various account and ownership options, and obtain the required information and documentation.
- Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process.
- Ensure that the Credit Union’s quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends.
Benefits
- Medical, dental, and vision insurance to keep you and your family healthy.
- 401(k) with company match, life insurance, and disability coverage.
- Generous paid time off (PTO), paid holidays, and paid parental leave.
- Learning and development programs, plus tuition reimbursement to support your career journey.
- Free Telemedicine
- Employee Assistance Program (EAP)
- Wellness initiatives
- Paid Community Action Volunteer Hours
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
251-500 employees
