Financial Solutions Specialist (Float

Position: Financial Solutions Specialist (Float)
Job Type Full-time

Schedule

Monday to Friday Saturday rotation as needed

Work Setting In-person

Job Description INOVA Federal Credit Union is seeking a relationship-focused, motivated, and member-driven Financial Solutions Specialist (Float) to join our Branch Operations team. This position is an excellent opportunity for a financial services professional or recent college graduate looking to build a rewarding career in banking, lending, and member relationship management.

The Financial Solutions Specialist plays an important role in improving the financial well-being of our members by providing personalized service, understanding member needs, and recommending financial solutions that support their goals.

As a Float Financial Solutions Specialist, this individual will support multiple INOVA branch locations throughout Elkhart, Granger, Mishawaka, and Michigan City, Indiana. This position provides the opportunity to gain experience across multiple branch environments while bringing flexibility, teamwork, and exceptional member service wherever support is needed.

This role is ideal for someone who enjoys building relationships, solving problems, educating members, and creating meaningful financial experiences.

About UsINOVA Federal Credit Union is committed to improving the financial well-being of our members through exceptional service, innovative financial solutions, and meaningful community involvement. Our employees are passionate about making a difference every day while fostering a workplace built on collaboration, integrity, innovation, and continuous growth.

If you're looking for an opportunity to grow your financial services career while contributing to an organization that values teamwork, professional development, and making a difference, we'd love to meet you.

Essential Duties & Responsibilities Build strong, lasting relationships with current and prospective members by providing exceptional service and personalized financial guidance.

Identify member needs and recommend products and services that support their short- and long-term financial goals.

Open and service checking, savings, money market, IRA, HSA, and business accounts.

Assist members with consumer loan applications, credit cards, and other lending solutions.

Conduct loan closings and explain loan terms, documentation, and requirements.

Process member transactions including deposits, withdrawals, transfers, loan payments, cashier’s checks, and other account services.

Educate members on digital banking, mobile banking, debit cards, online banking services, and other available tools.

Assist members with account maintenance, problem resolution, and service-related requests.

Identify opportunities to deepen member relationships through financial education and appropriate product recommendations.

Provide support to multiple INOVA branch locations based on staffing needs, business priorities, and member demand.

Maintain accuracy and attention to detail while following all credit union policies, procedures, and regulatory requirements.

Support branch operations and complete additional responsibilities as assigned.

Desired Skills & Experience The ideal candidate is someone who enjoys helping others, builds relationships naturally, and thrives in a collaborative, member-focused environment.

We're looking for someone who has:

Bachelor’s degree in Business, Finance, Accounting, Financial Services, or a related field preferred.

Equivalent combination of education, training, and relevant financial services experience will be considered.

Previous experience in financial services, banking, lending, account services, retail banking, sales, or a related field preferred.

Experience with consumer lending, account opening, or financial products is a plus.

Strong customer service and relationship-building skills.

Excellent communication and interpersonal abilities.

Strong problem-solving and critical-thinking skills.

Ability to adapt quickly to different branch locations and changing business needs.

Strong attention to detail and organizational skills.

Ability to manage multiple priorities while maintaining accuracy and professionalism.

Ability to work independently while…