Financial Solutions Specialist

Advia Credit Union • Beloit, WI

4d • 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, earn them 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 position includes interviewing members, identifying needs, explaining products and policies, providing financial guidance, performing lending and new-account functions, and building and managing member relationships and a pipeline. Specialists may earn incentives based on individual performance. Advia offers a bilingual premium for employees who regularly use language skills to assist members; proficiency testing is required, with a specific need for Spanish proficiency.

Requirements

• Strong interpersonal skills; courtesy and tact are essential.
• Ability to interact with members and others inside and outside the organization.
• Spanish proficiency is specifically needed for the bilingual premium and requires proficiency testing.

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 actively cross-sell credit union services and products professionally and in accordance with credit union standards, including outbound calls to CRM and other call-list leads.
• Counsel members regarding money management and financial matters, including communicating loan denials, explaining decisions, and offering 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 those services and understand 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 (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
• Weekly incentive program based on individual performance
• Every Sunday off

What This Job Offers

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