Financial Solutions Specialist: Earn More, Help Members

Advia Credit Union; Michigan; On-site; USD 28,000 - 34,000; Full time

Benefits offered by this job

Health insurance

Dental & Vision Insurance

401(k) with company match

Paid time off

Job summary

Ad via Credit Union is seeking a Financial Solutions Specialist to proactively identify financial solutions for members, with emphasis on in-person and phone interactions. The role involves recommending products to save time and money, while living Advia's core values of integrity, progress, relationships, and putting people first.

You will interact with members, cross-sell services, and provide outstanding service to internal and external members in a fast-paced environment.

Qualifications

• Experience with member interactions and proactive service.
• Strong interpersonal skills and tact.
• Ability to explain products and services clearly.

Responsibilities

• Interact with members in person and by phone to identify needs and cross-sell products.
• Counsel members on money management and lending options.
• Build and manage relationships, manage a sales pipeline and provide quality service.

Job description

Ad via Credit Union is seeking a Financial Solutions Specialist to proactively identify financial solutions for members, with emphasis on in-person and phone interactions. The role involves recommending products to save time and money, while living Advia's core values of integrity, progress, relationships, and putting people first.

You will interact with members, cross-sell services, and provide outstanding service to internal and external members in a fast-paced environment.