Financial Solutions Specialist in Banking

Become a key player as a Financial Solutions Specialist, helping members achieve financial success through tailored loans and investment advice. Offer exceptional service while managing administrative tasks efficiently.
In this role, you will leverage over three years of banking experience to provide personalized financial counseling at your branch. Focused on member relationships, you'll promote loans and investment products while making informed lending decisions. Your ability to manage debt and budgeting will be crucial in supporting financial needs.
Key Responsibilities:
• Meet with members for loan approval information gathering
• Provide personalized financial counseling and investment advice
• Complete loan and mortgage documentation with accuracy
• Support branch staff to enhance member experience
• Review and resolve delinquent accounts promptly
Requirements:
• 3+ years experience in a credit union or bank branch
• Proven ability to make lending d...