Financial Solutions Specialist

$43,597 - $43,597/Yr

Advia Credit Union - New Baltimore, MI

Full-time - Entry Level

New Baltimore, MI

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Financial Solutions Specialist position at Advia Credit Union focuses on proactively identifying financial solutions for members through in-person interactions and proactive phone calls. The role emphasizes outstanding service, integrity, and building relationships while leveraging various products and services to enhance member satisfaction and financial well-being.

Responsibilities

• Interview existing and potential members in person and by phone to explain specific services, products, and policies.
• Identify members' needs and actively cross-sell Credit Union services and products in a professional manner.
• Counsel members regarding money management and financial matters, including communicating loan denials and providing future direction.
• Perform timely and accurate lending functions and offer various lending solutions, including HELOC and Business Lending.
• Build and maintain a book of business to improve member relationships.
• Proactively manage a pipeline that drives progress for members' financial well-being.
• Perform new account functions and explain various account and ownership options.
• Cross-sell electronic services and assist members with electronic services enrollment and understanding e-statements.
• Ensure the Credit Union's quality and professional reputation is maintained.
• Stay informed about policy updates and banking trends.

Requirements

• Experience working in an environment with individual and team goals preferred.
• Strong interpersonal skills are essential, with courtesy and tact being critical for personal contact with members.

Benefits

• 401k
• Paid Holidays
• Paid Time Off
• Paid Volunteer Hours
• Advia Sponsored Wellness Program