In-Branch Financial Solutions Advisor

Elements; Indianapolis (IN); On-site; USD 28,000 - 42,000; Full time

Job summary

Elements Financial is seeking a Financial Solutions Expert for our Indianapolis, IN branch to deliver outstanding member service and drive sales. You will partner with the sales and operations teams to advise members, promote products, and navigate loan processes, including outbound follow-ups to grow relationships.

You will participate in branch events and community outreach, promote technology usage with members, and support branch goals with proactive service and cross-selling strategies.

Qualifications

• At least 2 years of college and 3 years of financial institution or retail experience.
• Proven track record of meeting or exceeding sales goals.
• Strong collaboration and communication skills.
• Proficient at working with multiple computer and software systems.

Responsibilities

• Assist members with financial solutions and account services.
• Promote and sell all products and services to members.
• Participate in branch events and outside presentations to engage with the community.
• Provide trusted advice as you collaborate with sales and operations to enhance the member experience.

Skills

Sales

Customer service

Communication

Software systems

Education

Two years college

Tools

Software systems

Job description

Elements Financial is seeking a Financial Solutions Expert for our Indianapolis, IN branch to deliver outstanding member service and drive sales. You will partner with the sales and operations teams to advise members, promote products, and navigate loan processes, including outbound follow-ups to grow relationships.

You will participate in branch events and community outreach, promote technology usage with members, and support branch goals with proactive service and cross-selling strategies.