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Financial Solutions Specialist - BELOIT, WI,

Job Information

Job Order ID :
WI3660954
# of Positions :
1
Experience Required :
Duration :
Shift :
Unspecified
Hours per week:
40

Job Description

 
JOB REQUIREMENTS: Description Employment Type: Full-Time, On-site
#LI-ONSITE This Financial Solutions Specialist position starts at
\$20.96 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 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\... For full info follow
application link. Advia is an Equal Opportunity Lender \*\*\*\*\*
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/84F618CD700146BF

Company Information

Name :
ADVIA CREDIT UNION

Application Information

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