Financial Solutions Specialist

Advia Credit Union • Kalamazoo, MI

8h • 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 time or money, earn them money, add convenience, or provide peace of mind. The specialist provides 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 position includes member interviews, product and service recommendations, lending and new-account functions, financial guidance, and relationship development. It also involves meeting outbound calling expectations, supporting electronic-service enrollment, and keeping current on policies, procedures, and banking and lending trends. Advia offers a weekly incentive opportunity based on individual performance. Spanish proficiency is specifically needed for the bilingual premium, and proficiency testing is required.

Requirements

• Strong interpersonal skills; courtesy and tact are essential.
• Spanish language proficiency is specifically needed to qualify for the bilingual premium, and proficiency testing is required.

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 professionally cross-sell credit union services and products, including through outbound calls using CRM and other call-list leads.
• Counsel members on 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 supports members’ financial well-being.
• Perform new-account functions, explain account and ownership options, and obtain required information and documentation.
• Cross-sell electronic services and help members enroll in them and understand 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.
• Provide outstanding service to internal and external members while demonstrating the credit union’s core values.

Benefits

• Medical, dental, and vision insurance
• 401(k) with company match
• Life insurance
• Disability coverage
• Paid time off (PTO)
• 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 opportunity based on individual performance

What This Job Offers

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