Bilingual Financial Solutions Specialist

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

Benefits offered by this job

Health & Wellness

Financial Peace of Mind

Time Off

Professional Growth

Additional Perks

Free Telemedicine

Employee Assistance Program (EAP)

Wellness initiatives

Paid Community Action Volunteer Hours

Job summary

Advia Credit Union in Wisconsin is seeking a Financial Solutions Specialist to proactively identify financial solutions for members. You’ll interact with members in person and by phone, explain services, and cross-sell products to save time and money while earning incentives.

The role emphasizes outstanding service, integrity, and relationship-building. Benefits include health/dental/vision, 401(k) match, generous PTO, tuition reimbursement after one year, and a bilingual premium for Spanish

Qualifications

• Experience in a goal-driven environment with individual and team targets.
• Strong interpersonal and communication skills for member interactions.

Responsibilities

• Interview existing and potential members in person and by phone to identify needs and cross-sell services.
• Counsel members on money management and financial matters; explain decisions and provide future guidance.
• Perform lending functions and offer lending solutions including HELOC and business lending.
• Build and maintain a book of business and manage a pipeline for member financial well-being.
• Perform new account functions and assist with electronic services enrollment and e-statement process.
• Ensure the credit union's reputation by staying updated on policy and market trends.

Skills

Customer service

Interpersonal skills

Communication

Cross-sell

Job description

Advia Credit Union in Wisconsin is seeking a Financial Solutions Specialist to proactively identify financial solutions for members. You’ll interact with members in person and by phone, explain services, and cross-sell products to save time and money while earning incentives.

The role emphasizes outstanding service, integrity, and relationship-building. Benefits include health/dental/vision, 401(k) match, generous PTO, tuition reimbursement after one year, and a bilingual premium for Spanish