Financial Solutions Specialist
$42,598–$51,106 year
On-site · Portage, Michigan, United States
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.
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