Financial Solutions Specialist – In-Office with Weekly Incentives

Advia Credit Union; Kalamazoo (MI); On-site; USD 43,000 - 52,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

Paid time off and holidays

Parental leave after one year

Free Telemedicine

EAP

Wellness initiatives

Volunteer hours

Tuition reimbursement after one year

Bilingual premium

Job summary

Advia Credit Union in Kalamazoo, MI is seeking a Financial Solutions Specialist who proactively identifies financial solutions for members by interacting in person and by phone, offering products and services that save money and time while building lasting relationships.

The role emphasizes exceptional service, cross-selling, and adherence to our core values, with a bilingual premium and opportunities for growth through learning and development programs.

Qualifications

• Experience working in an environment with individual and team goals preferred.
• Strong interpersonal and communication skills.

Responsibilities

• Interview members in person and by phone to explain services, identify needs, and cross-sell products professionally.
• Counsel members on money management and lending options, including HELOC and other loans.
• Build and maintain a book of business and pipeline to enhance member financial well-being.
• Perform new account duties and explain ownership options; collect required information.

Skills

Interpersonal skills

Customer service

Communication

Job description

Advia Credit Union in Kalamazoo, MI is seeking a Financial Solutions Specialist who proactively identifies financial solutions for members by interacting in person and by phone, offering products and services that save money and time while building lasting relationships.

The role emphasizes exceptional service, cross-selling, and adherence to our core values, with a bilingual premium and opportunities for growth through learning and development programs.