Home
/
Comprehensive
/
Financial Solutions Specialist
Financial Solutions Specialist-March 2024
Kalamazoo
Mar 17, 2025
ABOUT ADVIA CREDIT UNION
Advia Credit Union brings real financial advantages to real people.
501 - 1,000 employees
Financial Services
VIEW COMPANY PROFILE >>
About Financial Solutions Specialist

  Job DetailsJob LocationKalamazoo, MI

  Position TypeFull-Time  Travel PercentageUp to 25%

  Job ShiftWeekdays and Saturdays

  Job CategorySales

  Description

   

  Employment Type:Full-Time, On-site#LI-ONSITE

  This Financial Solutions Specialist position starts at $20.14 per hour with an uncapped incentive opportunity based off individual performance. We also offer the following benefits for all employees: 401k, Paid Holidays, Paid Time Off, Paid Volunteer Hours, and an Advia Sponsored Wellness Program.

  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 afast-growingCredit Union. We are in the top 3% of credit unions in the United States and serve over 198,000 members and with assets near $3 Billion. We are deeply rooted in the communities we serve and have a passion for placing our members needs above allelse.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 ins

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
HR Business Associate - Washington Court House, OH
Relocation Assistance Offered Within Country # 157715 - Washington Court House, Ohio, United States Who We Are Colgate-Palmolive Company is a caring, innovative growth company that is reimagining a h
TPM and Chief of Staff
Job Description This position requires a customer-centric leader experienced in supporting cloud businesses with a strong focus on enterprise-level customer support. The right leader will establish t
Driver - Home Weekly - Dairyland Fleet
Get our Dynamic Pay Plan that better rewards you for your time & performance! You’ll haul temperature-controlled freight across Wisconsin and into neighboring states AND get great home time too !
Customer Service Specialist
MCA, your trusted advisor for wireless communications, data, and security, is seeking an experienced Customer Service Specialist in Dallas, TX to support our fast-growing Security division. MCA is bu
Senior Medical Financial Risk Evaluation Professional
Become a part of our caring community and help us put health first The Senior Medical/Financial Risk Evaluation Professional is responsible for supporting the development, implementation and monitori
Medical Assistant Certified/Registered
Local Pay Rate: $32 / hr Maxim Healthcare Staffing is seeking a Medical Assistant responsible for performing duties under the direction of a physician to assist inthe examination and treatment of pat
RN Emergency Department
Description Introduction HCA Florida Lawnwood Hospital is committed to investing in the latest technology enabling nurses to work more efficiently. Are you passionate about delivering patient-centere
Team Member
Location1524 North Clinton Street, Defiance, OH 43512       Overview: Did you know bearded dragons grow up to 2 feet long? Or that the average life span for an umbrella cockatoo is 50 years? Our team
Principal Data and Integration Engineer
Our work matters. We help people get the medicine they need to feel better and live well. We do not lose sight of that. It fuels our passion and drives every decision we make. Job Posting Title Princ
Senior BSA Analyst (SENIO001366)- Remote
This is a remote Senior BSA Analyst position. Summary: Review BSA/AML reportable situations related to the monitoring of Cadence customers and their transactions which were escalated by the First lev
Copyright 2023-2025 - www.zdrecruit.com All Rights Reserved