Financial Solutions Specialist

COLORADO CREDIT UNION • Littleton, CO

5d • $27 - $29 • Onsite

About The Position

The Financial Solutions Specialist (FSS) is responsible for delivering consultative financial solutions through in-person member interactions, including originating consumer and home equity loan requests and supporting new account needs. This role serves as a subject matter expert in account and lending services, providing guidance to members and staff while ensuring a seamless and personalized branch experience. The FSS operates with a high degree of autonomy, managing a strong volume of member requests while supporting branch operations, resolving complex issues, and serving as an informal leader and resource in the absence of management. The FSS combines strong sales and service skills with a highly consultative approach to deliver an elevated, relationship-focused experience for prospective and existing members.

Requirements

• Sales, relationship building, and member service experience required.
• High school diploma, GED, or equivalent training/experience.

Nice To Haves

• Bilingual in English and Spanish is preferred.
• Minimum of two years lending and loan origination background preferred.
• Experience opening and servicing deposit accounts, including specialty accounts, preferred.

Responsibilities

• Responsible for all incoming branch requests (member walk-ins and referrals) for new accounts, consumer loans, and new member onboarding, ensuring timely, accurate, and seamless service.
• Maintain expert knowledge of the credit union’s products and services.
• Deliver a highly consultative sales experience by actively identifying member needs, recommending tailored financial solutions, and cross-selling relevant products and services to deepen member relationships.
• Conduct thorough member interviews to gather financial information, understand borrowing needs, and guide members through available loan and account options.
• Educate members on loan products, application requirements, terms, and next steps, setting clear expectations throughout the process.
• Collect initial supporting documentation as needed and ensure applications are complete and decision-ready before submission to processing and underwriting teams.
• Manage a high volume of applications and member interactions with strong efficiency, organization, and attention to detail.
• Communicate loan decisions clearly and professionally, including explaining denials with empathy and providing guidance to help improve future eligibility.
• Partner closely with processing, underwriting, and closing teams to ensure a seamless handoff and efficient member experience.
• Consistently meet or exceed production and performance goals, including application volume, funded loan volume and cross-sell expectations.
• Deliver a high-quality onboarding experience for new members, ensuring awareness and adoption of relevant products, services, and digital tools.
• Serve complex member needs including establishing and servicing IRAs and specialty accounts.
• Complete credit union’s sales activities including but not limited to member outreach for campaigns, book of business reviews, and new member onboarding.
• Serve as a resource within the branch with the ability to handle member escalations and service exceptions, in the absence of management.
• Assist with in-person loan closings.
• Support organizational growth by contributing to sales initiatives, promotions, and business development efforts.
• Maintain compliance with all credit union policies and applicable local, state, and federal regulations, including BSA/AML, OFAC, and Fair Lending requirements.
• Perform other duties as assigned.

Benefits

• Medical/Dental/Vision Insurance
• Company Paid Life, Short-term Disability, and Long-term Disability Insurance
• Voluntary Life, Hospital Indemnity, Accident, and Critical Illness Insurance
• 401k Employer Contributions & Match
• Annual Profit Sharing funded into the 401k
• Tuition Reimbursement (Max $5,250.00/annually)
• Paid Time Off
• Company Paid Holidays
• Work-Life Balance and Flexible Work Schedules
• Cross-Training and Career Development Opportunities
• Wellness Program
• Employee Recognition Program
• Annual Bonus Based on Company Performance
• Monthly Incentives Based on Performance

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED