Financial Solutions Specialist
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 the credit union’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, and identifies needs through appropriate, professional cross-selling. The position also provides financial guidance, performs lending and new-account functions, supports electronic-service enrollment, and builds and manages relationships and a member-focused business pipeline. Advia offers a bilingual premium for employees who regularly use language skills to assist members; Spanish proficiency is specifically needed and requires testing.
Requirements
- Strong interpersonal skills; courtesy and tact are essential.
- Proficiency testing is required for the bilingual premium; Spanish language proficiency is specifically needed.
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 member needs and actively cross-sell credit union services and products professionally and in accordance with credit union standards, including outbound calls based on CRM and other call-list leads.
- Counsel members about 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 and proactively manage a pipeline to improve current, past, and future member relationships and support 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.
Benefits
- Medical, dental, and vision insurance.
- 401(k) with company match.
- Life insurance and disability coverage.
- Paid time off (PTO) and 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.
- Every Sunday off.
- Bilingual premium for employees who regularly use language skills to assist members, subject to proficiency testing.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
