Financial Solutions Advisor – Flexible Schedule + Bonuses

Colorado Credit Union; Brighton (CO); On-site; USD 29,000 - 32,000; Full time

Benefits offered by this job

Medical/Dental/Vision Insurance

401k Employer Contributions & Match

Annual Bonus Based on Company/Personal

Job summary

Colorado Credit Union in Brighton, CO seeks a Financial Solutions Specialist to deliver consultative financial solutions through in-person member interactions, including originating consumer and home equity loan requests and supporting new account needs.

This role combines sales and service expertise to guide members, cross-sell relevant products, and ensure a seamless branch experience while meeting production goals and maintaining compliance with regulations.

Qualifications

• High school diploma or equivalent required.
• Minimum of two years lending and loan origination background preferred.
• Experience opening and servicing deposit accounts, including specialty accounts, preferred.
• Sales, relationship building, and member service experience required.

Responsibilities

• Deliver consultative sales and service to members by identifying needs and cross-selling suitable products.
• Originate consumer and home equity loan requests; support new account onboarding.
• Educate members on loan products, requirements, terms, and next steps.
• Collaborate with processing, underwriting, and closing teams for smooth handoffs.

Skills

Lending knowledge

Sales experience

Customer service

Bilingual English/Spanish preferred

Education

High school diploma, GED, or equivalent

Job description

Colorado Credit Union in Brighton, CO seeks a Financial Solutions Specialist to deliver consultative financial solutions through in-person member interactions, including originating consumer and home equity loan requests and supporting new account needs.

This role combines sales and service expertise to guide members, cross-sell relevant products, and ensure a seamless branch experience while meeting production goals and maintaining compliance with regulations.