Bilingual Financial Solutions Specialist (Spanish)

Advia Credit Union

Beloit (WI)

On-site

USD 28,000 - 34,000

Full time

6 days ago

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Benefits offered by this job

Medical/Dental/Vision

401(k) Match

PTO & Holidays

Parental Leave (1y)

Tuition Reimbursement (1y)

Telemedicine

EAP

Wellness Programs

Volunteer Hours

Job summary

Advia Credit Union is seeking a Financial Solutions Specialist to proactively identify financial solutions for members through in-person and proactive calls, using products that save money and time while delivering exceptional service aligned to our core values. You will work to build strong member relationships and provide solutions with integrity and relationship-building at the core.

The role rewards performance via a weekly incentive program and offers robust benefits, including health

Qualifications

Experience working in an environment with individual and team goals is preferred.
Strong interpersonal skills, courtesy and tact are essential.

Responsibilities

Interview existing and potential members in person and by phone and explain services, products, and policies; identify needs and cross-sell appropriately.
Counsel members regarding money management, and explain decisions and future options.
Perform lending functions and offer lending solutions including HELOC and Business Lending.
Build and maintain a book of business; develop a pipeline to improve member financial well‑being.
Process new account functions and explain ownership options; collect required information.
Cross-sell electronic services and assist with enrollment and e-statement processes.
Stay informed on policy updates and banking trends to maintain quality standards.