Financial Solutions Specialist

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