Bilingual Financial Solutions Advisor

Advia-Credit-Union; Kenosha (WI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Life insurance

Disability coverage

Generous PTO

Paid holidays

Paid parental leave*

Tuition reimbursement*

Free Telemedicine

Employee Assistance Program

Wellness initiatives

Volunteer hours

Job summary

Advia-Credit-Union in Kenosha, WI is seeking a Financial Solutions Specialist to proactively identify financial solutions for our members by interacting with customers 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 Advia's core values of

Qualifications

• Strong interpersonal skills required.
• Experience with outbound calls and CRM is preferred.

Responsibilities

• Interview members in person and by phone to explain services and cross-sell products.
• Counsel members on money management and loan decisions.
• Provide lending solutions including HELOC and business lending.
• Build and manage a book of business and pipeline.
• Perform new account functions and set up electronic services.

Skills

Interpersonal skills

Spanish language

Job description

Advia-Credit-Union in Kenosha, WI is seeking a Financial Solutions Specialist to proactively identify financial solutions for our members by interacting with customers 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 Advia's core values of