Advia Credit Union · 1 month ago
Financial Solutions Specialist
West Allis, WI
Full-time
Onsite
New Grad, Entry Level
$19.84/hr - $23.81/hrAdvia Credit Union is a fast-growing institution in the top 3% of credit unions in the United States, serving nearly 200,000 members. The Financial Solutions Specialist role focuses on proactively identifying financial solutions for members through direct interactions and providing exceptional service while promoting various credit union products and services.
BankingFinancial Services
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
Qualification
Required
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
Preferred
Experience working in an environment with individual and team goals preferred
Proficiency testing is required, with a specific need for Spanish language proficiency
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
Parental Leave and Tuition Reimbursement are available after one year of service.
Company
Advia Credit Union
Advia Credit Union's mission is to provide financial advantages.
Founded in 1938
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Dustin Adams, CFA, CPA
Chief Financial Officer
Ray Black
EVP, Chief Operating Officer
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