Advia Credit Union→
Financial Solutions Specialist
Entry LevelOn-siteFull-time
Location
Clinton Township,MI
Salary
$43k–$51k/yr
Experience
No experience required
Posted
1 day ago
Skills
financial counselinglending solutionshelocbusiness lendingnew account processingelectronic services enrollmentcrmcourtesy
Job Description
Summary: Advia Credit Union is a fast-growing financial institution serving nearly 200,000 members with over $3 billion in assets. They are seeking a Financial Solutions Specialist to proactively identify financial solutions for members, provide outstanding service, and leverage products that enhance member satisfaction and financial well-being.
Responsibilities:
- Interview existing and potential members in person and by phone and explains specific services, products, and policies
- Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards
- This includes outbound call expectations pertaining 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 of all varieties including HELOC and Business Lending
- Build and maintain a book of business to help improve present, past, and future member relationships
- Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being
- Perform new account functions, explain various account and ownership options, and obtain the required information and documentation
- Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process
- Ensure that the Credit Union’s quality and professional reputation is projected and maintained
- Stays informed regarding policy and procedure updates as well as local and national banking and lending trends
Required Qualifications:
- Proficiency in Spanish language required, with proficiency testing
- Experience working in an environment with individual and team goals preferred
- Strong interpersonal skills
- Courtesy and tact are essential elements of the job
- Ability to interact with customers both in person and through proactive phone calls
- Ability to identify financial solutions for members
- Ability to provide outstanding service to both internal and external members
- Ability to counsel members regarding money management and financial matters
- Ability to perform timely and accurate lending functions
- Ability to build and maintain a book of business
- Ability to perform new account functions and explain various account and ownership options
- Ability to cross-sell electronic services and assist members in setting up electronic services enrollment
Required Skills: Financial counseling, Lending solutions, HELOC, Business lending, New account processing, Electronic services enrollment, CRM, Courtesy
Benefits: Medical, dental, and vision insurance to keep you and your family healthy., 401(k) with company match, life insurance, and disability coverage., Generous paid time off (PTO), paid holidays, and paid parental leave*., Learning and development programs, plus tuition reimbursement* to support your career journey., Free Telemedicine, Employee Assistance Program (EAP), Wellness initiatives, Paid Community Action Volunteer Hours
Benefits
Medical, dental, and vision insurance to keep you and your family healthy.
401(k) with company match, life insurance, and disability coverage.
Generous paid time off (PTO), paid holidays, and paid parental leave*.
Learning and development programs, plus tuition reimbursement* to support your career journey.
Free Telemedicine
Employee Assistance Program (EAP)
Wellness initiatives
Paid Community Action Volunteer Hours