Financial Solutions Specialist

Kenosha Area Chamber of Commerce; Kenosha (WI); On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Life insurance

Disability coverage

Paid time off

Paid holidays

Parental leave

Tuition reimbursement

Telemedicine

EAP

Wellness programs

Volunteer hours

Job summary

Advia Credit Union in Kenosha, WI seeks a Financial Solutions Specialist to proactively help members with financial solutions through in-person and phone interactions.

You will leverage products to save members time and money while delivering outstanding service aligned with core values. The role includes bilingual premium for Spanish speakers and a weekly incentive program.

Qualifications

• Experience in an environment with individual and team goals preferred.
• Strong interpersonal skills and tact are essential.
• Comfort interacting with members and others inside and outside the organization.

Responsibilities

• Interview members in person and by phone; explain services and cross-sell.
• Counsel members on money management and lending decisions.
• Perform lending functions including HELOC and business lending.
• Build and manage a book of business and pipeline for member financial well-being.
• Open new accounts and explain ownership options and required information.
• Cross-sell electronic services and assist enrollment and e-statement processes.
• Maintain professional reputation; stay informed on policy updates and market trends.

Skills

Interpersonal skills

Customer interaction

Cross-selling

Communication

Financial services knowledge

Education

Experience in banking/credit union

Tools

CRM systems

Lending platforms

Job description

Employment Type:

Full-Time, On-site

Entry Salary Range:

$20.48-$24.57 per hour with an incentive opportunity based on individual performance.

Comprehensive Benefits Package

We’re committed to supporting your well-being and work-life balance through a robust benefits offering:

Health & Wellness

• Medical, dental, and vision insurance to keep you and your family healthy.

Financial Peace of Mind

• 401(k) with company match, life insurance, and disability coverage.

Time Off

• Generous paid time off (PTO), paid holidays, and paid parental leave*.

Professional Growth

• Learning and development programs, plus tuition reimbursement* to support your career journey.

Additional Perks

• Free Telemedicine
• Employee Assistance Program (EAP)
• Wellness initiatives
• Paid Community Action Volunteer Hours
• Parental Leave and Tuition Reimbursement are available after one year of service.

Advia offers a bilingual premium for this role.

This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency.

What You Should Know About The Role

The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core.

What To Know About Advia

Advia is a fast-growing Credit Union. We are in the top 3% of credit unions in the United States and serve almost 200,000 members with assets over $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above all else. Our culture can only be described as “work hard, play hard.”

Why You Should Work For Us

Financial Solutions Specialists enjoy the ability to earn more than your base pay through our weekly incentive program. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team and engaged leaders. We are committed to Equal Employment Opportunity and are a proud Veteran & Military Friendly Employer. We would encourage you to come live the Advia life!

What you can expect to do as a Financial Solutions Specialist:

• Interview existing and potential members in person and by phone and explains specific services, products, and policies. Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads.
• Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration.
• Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending.
• Build and maintain a book of business to help improve present, past, and future member relationships. Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being.
• Perform new account functions, explain various account and ownership options, and obtain the required information and documentation.
• Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process.
• Ensure that the Credit Union’s quality and professional reputation is projected and maintained. Stays informed regarding policy and procedure updates as well as local and national banking and lending trends.

What You Will Need

Experience working in an environment with individual and team goals preferred. Strong interpersonal skills. Courtesy and tact are essential elements of the job. Work involves personal contact with members and others inside and outside the organization.