Financial Solutions Expert

Elements Financial; Indianapolis (IN); On-site; USD 42,000 - 62,000; Full time

Job summary

Elements Financial in Indianapolis is seeking a Financial Solutions Expert to join our on-site branch team. You will collaborate with sales and operations to provide an outstanding member experience and promote our products.

The role focuses on guiding members through loan processes (consumer and mortgage), making outbound follow-up calls, and turning service issues into sales opportunities while delivering excellent service.

Qualifications

• At least 2 years of college education.
• 3 years financial institution or retail experience.
• Proven sales achievement.

Responsibilities

• Navigate the loan process for consumer and mortgage loans.
• Proactively complete outbound sales calls for member follow-up and acquisition of new business.
• Transform service issues into sales opportunities.
• Assist with teller transactions as needed.
• Participate in table events and other outside SEG presentations as needed.
• Promote technology usage by interacting with members.
• Participate in sales and marketing activities for meeting branch goals and objectives.
• Support branch staffing needs by working at other branch locations/departments as needed.
• Other duties as assigned.

Skills

Sales skills

Communication

Collaboration

Multitasking

Follow-up

Customer service

Education

Two years college

Job description

We refer to our Personal Bankers as Financial Solutions Experts (FSE).

This is an exciting opportunity to join our friendly branch team; but first, here is a little bit about Elements Financial:

WE MAKE MONDAYS MORE ENJOYABLE.

There are many ways to describe the Elements culture: fun, meaningful, supportive, and full of opportunities. See here for more information - https://www.elements.org/careers/our-culture/

Today we serve the employees of 150+ organizations around the U.S. We currently rank among the top 3% of credit unions nationally with 100,000+ members. We have the resources, staff, and expertise to support our members with unparalleled service and leading-edge technology.

Now let's get into this exciting role!

This is a fully on-site role that requires work inside our Indianapolis, Indiana branches.

Elements Financial is a best place to work because we want our employees to Be the Expert, Live the Purpose, and Grow the Business. Our Purpose is to Empower Members to Achieve Financial Success.

The FSE is a partner and consultant to our valued members. They collaborate with both the sales team and operations team to provide an excellent member experience. The FSE provides trusted advice as they actively promote and sell our products and services.

You will learn how to be the expert to best serve our members:

• Effectively navigate the loan process for consumer and mortgage loans.
• Proactively complete outbound sales calls for member follow-up and acquisition of new business.
• Effectively transform service issues into sales opportunities.

You will make a difference as you live out our purpose:

• Assist with teller transactions as needed.
• Participate in table events and other outside SEG presentations as needed.
• Promote technology usage by interacting with members.
• Participate in sales and marketing activities for the purpose of meeting branch goals and objectives.
• Support branch staffing needs by working at other branch locations/departments as needed.
• Other duties as assigned.

You will help grow the business:

• Explain, promote, and sell all products and services to current and prospective members.
• Maintain well rounded knowledge of all products and services.
• Maintain strong knowledge of all company departments through frequent visits and building relationships with credit union employees.

You will continue to grow professionally:

• Continue to develop knowledge of industry practices, products, and professional growth.
• Participate in appropriate learning opportunities to maintain expertise.
• At least 2 years college and 3 years financial institution or retail experience.
• Proven track record of meeting or exceeding sales goals.
• Proficient at working with multiple computer and software systems.
• Ability to handle multiple tasks simultaneously.
• Strong follow up skills.
• Strong collaboration and communication skills.
• Ability to leverage skills, knowledge, and experience to invest in the community.
• Ability to foster an inclusive environment that promotes belonging.
• A focus on respect and excellent service to both external and internal (team) members.
• A proven track record of integrity with a demonstrated ability to build trust.

Additional sales incentive compensation is earned in this role