Financial Solutions Specialist

Advia Credit Union • Kalamazoo, MI

15h • $20 - $25 • Onsite

About The Position

The Financial Solutions Specialist is responsible for proactively identifying financial solutions for members by interacting with them both in person and through proactive phone calls. This role leverages products and services to benefit members by saving them money and time, earning them money, adding convenience, and/or providing peace of mind. This is accomplished by providing outstanding service to both internal and external members, 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.

Nice To Haves

• Spanish language proficiency

Responsibilities

• Interview existing and potential members in person and by phone, explaining specific 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, including 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.
• Stay informed regarding policy and procedure updates as well as local and national banking and lending trends.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) with company match
• Life insurance
• Disability coverage
• Generous paid time off (PTO)
• Paid holidays
• Paid parental leave
• Learning and development programs
• Tuition reimbursement
• Free Telemedicine
• Employee Assistance Program (EAP)
• Wellness initiatives
• Paid Community Action Volunteer Hours
• Bilingual premium for Spanish language proficiency

What This Job Offers

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