Financial Solutions Specialist
Employment Type: Full-Time
What you’ll do:
You will get to provide impact through building long-lasting relationships with our members and your fellow Advians. The goal of a Financial Solutions Specialist is to become our member’s person, their go-to person that helps them achieve short- and long-term financial goals. So, when a need arises, you’re the first person they want to call to support them and uncover opportunities that best fit their needs.
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. 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:
There are a lot of reasons why you should join the Advia team. As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits, dedicated co-workers, 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!
Excited to hear more…here are the deets of the position: We are looking for sales people that look at challenges and change as a motivator to increase efforts. Fostering relationships and building trust is what we do! Our members depend on us to display the highest level of service by uncovering their needs and matching the best possible product or service. Advia Financial Solutions Specialists don’t just wait for our members to come in, they actively participate in our outbound calling efforts daily to make sure our members are aware of the many advantages Advia can offer…this might be a current promotion or an identified need. Our job is to make sure all of our members are educated with resources and tools to meet and exceed their financial goals even when they don’t know they have one.
What you’ll need
Self-Motivation to Drive Growth
A passion for helping people
An eagerness to listen.
A want to provide solutions to leave the member better than you found them.
A willingness to learn and appreciation for developmental coaching.
A great attitude.
Want to see more?
Check us out on Instagram and Twitter for an inside look at what the #advialife is all about.
Nothing in this position description restricts management’s right to assign or reassign duties?and responsibilities to this job at any time.?Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This job description is?not a contract and should not be construed as a guarantee of employment for any specific period of time. Advia Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race, color, religion, sex/gender, national origin, disability, age, or any other category protected by law.
Courtesy and tact are essential elements of the job. Work involves personal contact with members and?others inside and outside the organization, generally regarding fairly routine matters for the purposes of?giving and obtaining information or instructions, updating or referring. Communications require shorter and?not in-depth discussions most of the time.