Financial Solutions Advisor | Grow Members' Wealth

Advia Credit Union

City of Pewaukee (WI)

On-site

USD 28,000 - 34,000

Full time

5 days ago

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Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) with company match

Life insurance

Disability coverage

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Telemedicine

Employee Assistance Program

Wellness initiatives

Volunteer hours

Job summary

Advia Credit Union is seeking a Financial Solutions Specialist in Wisconsin to proactively identify financial solutions for members. You will interact with members in person and by phone, cross-sell services, and provide guidance on money management and lending decisions.

A bilingual premium is offered for this role with Spanish proficiency tests. You will build and manage a book of business, assist with new accounts, promote e-services, and stay current on policy and market trends to help

Qualifications

Experience assisting members with financial needs and cross-selling services.
Strong interpersonal skills and professional demeanor.
Ability to explain lending decisions and financial options.

Responsibilities

Interview members in person or by phone to assess needs and cross-sell services.
Counsel members on money management and loan decisions.
Process lending functions including HELOC and business lending.
Build a book of business and manage a member pipeline.
Open new accounts and educate on options.
Promote electronic services enrollment and e-statements.
Stay informed on policies and banking trends.