Financial Solutions Specialist

Join to apply for the Financial Solutions Specialist role at Advia Credit Union

Financial Solutions Specialists identify financial solutions for members by interacting with customers in person and through proactive phone calls. They leverage credit union products and services that save members money and time, add convenience, and provide peace of mind.

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.

Free Telemedicine, Employee Assistance Program (EAP), wellness initiatives, and paid community action volunteer hours.

Full-Time, On-site

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

Advia offers a bilingual premium for this role. The premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency.

• 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.

• Experience working in an environment with individual and team goals preferred.
• Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization.

Financial Solutions Specialists enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders.

We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer.