Bilingual Financial Solutions Specialist – Onsite, PTO & 401k

Advia Credit Union; Richland Township (MI); On-site; USD 58,683,000 - 70,404,000; Full time

Benefits offered by this job

Free Telemedicine

Employee Assistance Program (EAP)

Wellness initiatives

PTO, holidays & parental leave

Job summary

Advia Credit Union is seeking a Financial Solutions Specialist to proactively identify financial solutions for members, in person or by phone, while cross-selling services to save money, add convenience, and provide peace of mind. You will help members with loan decisions, accounts, and electronic services enrollment, building a robust book of business and delivering exceptional service.

The role emphasizes collaboration with a values-driven team in Richland Township, MI, offering a bilingual

Qualifications

• Strong interpersonal and communication skills.
• Experience delivering excellent customer service in a financial setting.
• Ability to cross-sell Credit Union products and services.
• Comfort with using CRM and following call/list leads.

Responsibilities

• Interview members in person and by phone to assess needs and propose services.
• Counsel members on money management and lending options.
• Assist with new account setup and enrollment in electronic services.
• Build and manage a book of business and a productive sales pipeline.
• Stay informed on policy updates and banking trends.

Skills

Interpersonal skills

Customer service

Communication skills

Cross-selling

CRM

Tools

CRM

Job description

Advia Credit Union is seeking a Financial Solutions Specialist to proactively identify financial solutions for members, in person or by phone, while cross-selling services to save money, add convenience, and provide peace of mind. You will help members with loan decisions, accounts, and electronic services enrollment, building a robust book of business and delivering exceptional service.

The role emphasizes collaboration with a values-driven team in Richland Township, MI, offering a bilingual