Financial Solutions Specialist

Advia Credit Union • Pewaukee, WI

2d • 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, help them earn 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 specialist interviews existing and potential members, explains services, products, and policies, identifies needs, and appropriately cross-sells credit union offerings. The role performs lending and new-account functions, supports electronic-service enrollment, counsels members on money management and financial matters, and builds relationships and a pipeline that support members’ financial well-being. The position is full-time and on-site. Advia offers a bilingual premium for employees who regularly use their language skills to assist members; proficiency testing is required, with a specific need for Spanish.

Requirements

• Strong interpersonal skills.
• Courtesy and tact in personal contact with members and people inside and outside the organization.
• Spanish proficiency is specifically needed for the bilingual premium; proficiency testing is required.

Nice To Haves

• Experience working in an environment with individual and team goals.

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 that meets credit union standards.
• Meet outbound call 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 to improve present, past, and future member relationships.
• Proactively build and manage a pipeline that advances 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.
• Ensure the credit union’s quality and professional reputation is projected and maintained.
• 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
• Bilingual premium for employees who regularly use language skills to assist members

What This Job Offers

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