Financial Solutions Specialist
$42,598–$51,106 year
On-site · Kalamazoo, Michigan, United States
Job Summary
Financial Solutions Specialist identifies financial solutions for members by interacting with customers in person and via proactive calls, cross-sells Credit Union products, counsels on money management and lending decisions, and builds a book of business while maintaining high service standards. The role requires strong interpersonal skills, potential bilingual Spanish proficiency, outbound call activity, knowledge of lending options including HELOC, and outreach to enroll members in electronic services; benefits include competitive pay with a weekly incentive, comprehensive health/dental/vision, 401(k) match, tuition reimbursement eligibility after one year, PTO, and a culture focused on member-first service.
Required Qualifications
- Experience working in an environment with individual and team goals preferred.
- Strong interpersonal skills; courtesy and tact are essential.
- Experience interacting with members in person and by phone; ability to cross-sell products/services.
- Knowledge of lending functions and options (HELOC, Business Lending).
- Ability to build and manage a book of business and pipeline.
- Familiarity with account opening processes and e-services enrollment.
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