Advia Credit Union logo
Advia Credit Union1 week ago

Financial Solutions Specialist

$42,598–$51,106 year

On-site · Portage, Michigan, United States

Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown

Job Summary

Financial Solutions Specialist: identify financial solutions for members by interacting with customers both in person and by phone; cross-sell Credit Union services and products; counsel members on money management; perform lending functions including HELOC and Business Lending; build and maintain a book of business and manage a pipeline; perform new account functions and assist with electronic services enrollment; bilingual Spanish proficiency premium offered for regularly using language skills.

Sorce

Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.

Hiring someone like this?

Get your role in front of qualified candidates on Sorce.

Get started

$43k – $51k / yr

Financial Solutions Specialist · Advia Credit Union

Apply on Sorce