Financial Solutions Specialist

Financial Solutions Specialist at Advia Credit Union

Full‑Time, On‑site

$19.84‑$23.81 per hour with incentive opportunity based on individual performance.

• Health & Wellness:
  Medical, dental, and vision insurance to keep you and your family healthy.
• Financial Peace of Mind: 401(k) with company match, life insurance, disability coverage.
• Time Off:
  Generous paid time off (PTO), paid holidays, paid parental leave.
• Professional Growth: learning and development programs, tuition reimbursement.
• Additional Perks: free telemedicine, employee assistance program (EAP), wellness initiatives, paid community action volunteer hours. Parental leave and tuition reimbursement available after one year of service.
• Spanish bilingual premium is provided for regular use of language skills.

The most essential function of this position is to proactively identify financial solutions for our members by interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the credit union core values:
Act with Integrity, Drive Progress, Build and Strengthen Relationships, Keep People at the Core.

• Interview existing and potential members in person and by phone, explain specific services, products and policies.
• Identify members’ needs and cross‑sell credit union services and products actively in a professional manner, meeting credit union standards, including outbound call expectations pertaining to CRM.
• 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 enhance present, past and future member relationships.
• Proactively build and manage a pipeline that drives progress for the benefit of the member’s financial well‑being.
• Perform new account functions, explain various account and ownership options, obtain required information and documentation.
• Cross‑sell electronic services and assist members in setting up electronic services enrollment and understanding the e‑statement process.
• Ensure the credit union’s quality and professional reputation is projected and maintained; stay informed regarding policy and procedure updates as well as local and national banking and lending trends.

• Experience working in an environment with individual and team goals preferred.
• Strong interpersonal skills; courtesy and tact are essential.
• Ability to communicate in Spanish (bilingual premium).

We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We encourage you to live the Advia life.