Financial Solutions Specialist
Advia Credit Union · Richland, MI · 1 mo ago
On-siteBusiness Development$20.48–$24.57/hrFull-time
We need to output HTML fragment with sections: headings .
**Requirements / Qualifications / Skills** from "What You Will Need":
- Experience working in an environment with individual and team goals preferred.
- Strong interpersonal skills.
- Courtesy and tact are essential elements of the job.
- Work involves personal contact with members and others inside and outside the organization.
Also bilingual premium: Spanish language proficiency required, proficiency testing required. This is a qualification/skill.
Also maybe "Advia offers a bilingual premium for this role." That's a benefit? Actually it's a premium pay for bilingual. Could be part of Pay or Requirements. We'll include as a requirement: Spanish language proficiency required, proficiency testing required; bilingual premium offered.
Also maybe "Entry Salary Range: $20.48-$24.57 per hour with an incentive opportunity based on individual performance." That's Pay.
**Benefits** list:
- Health & Wellness: Medical, dental, and vision insurance.
- Financial Peace of Mind: 401(k) with company match, life insurance, disability coverage.
- Time Off: Generous paid time off (PTO), paid holidays, paid parental leave* (available after one year of service).
- Professional Growth: Learning and development programs, tuition reimbursement* (available after one year of service).
- Additional Perks: Free Telemedicine, Employee Assistance Program (EAP), Wellness initiatives, Paid Community Action Volunteer Hours.
- Bilingual premium for this role (Spanish proficiency required, proficiency testing required).
- Every Sunday off (maybe schedule).
- Paid holidays.
- Weekly incentive program (maybe pay).
- Regular and constructive guidance, development opportunities.
We need to avoid duplication: weekly incentive program is pay incentive; we can mention in Pay.
**Pay**: Salary range $20.48-$24.57 per hour with incentive opportunity based on individual performance; weekly incentive program; bilingual premium.
**Schedule**: Full-Time, On-site; every Sunday off.
Now we need to output HTML fragment with headings and
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the description. Key info: - Employment Type: Full-Time, On-site - Entry Salary Range: $20.48-$24.57 per hour with an incentive opportunity based on individual performance. - Comprehensive Benefits Package: health & wellness (medical, dental, vision), financial peace of mind (401(k) with company match, life insurance, disability coverage), time off (generous paid time off (PTO), paid holidays, paid parental leave*), professional growth (learning and development programs, tuition reimbursement*), additional perks (free telemedicine, EAP, wellness initiatives, paid community action volunteer hours). Parental Leave and Tuition Reimbursement are available after one year of service. Advia offers a bilingual premium for this role. Proficiency testing required, specific need for Spanish language proficiency. - "What You Should Know About The Role": description of essential function: proactively identify financial solutions for members by interacting with customers both in person and through proactive phone calls. Leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. Provide outstanding service to internal and external members as defined by living and demonstrating core values. - "What To Know About Advia": description of credit union. - "Why You Should Work For Us": mention weekly incentive program, regular guidance, development opportunities, great benefits, affordable medical/dental/vision insurance, 401k match, generous PTO, paid holidays, every Sunday off, dedicated team, engaged leaders. - "What you can expect to do as a Financial Solutions Specialist": list of duties. - "What You Will Need": experience working in environment with individual and team goals preferred, strong interpersonal skills, courtesy and tact essential, work involves personal contact with members and others inside/outside organization. - Also mention "Want to see more? Check us out on our social media..." which is application instruction? Actually it's a call to social media, maybe considered boilerplate? It's not application instructions but could be considered promotional. The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The social media line is not exactly application instruction but could be considered promotional; but we can keep if it's substantive? It's not essential job description; but maybe we can drop as it's not core. Safer to drop. We need to produce sections: maybe About the role (summary), Responsibilities (list of duties), Requirements/Qualifications/Skills (experience, interpersonal skills, etc.), Benefits, Pay, Schedule (if any). Let's see if schedule info: "every Sunday off" indicates schedule: work schedule includes every Sunday off. Also "Full-Time, On-site". So schedule can be derived: Full-Time, On-site, every Sunday off. That's specific enough for Schedule section. Pay: Salary range $20.48-$24.57 per hour with incentive opportunity based on individual performance. Also weekly incentive program. So we can include Pay section. Benefits: we have comprehensive benefits package details. Now we need to avoid headings with filler. So we will include sections: About the role (maybe a brief paragraph summarizing role), Responsibilities (list), Requirements (list), Benefits (list), Pay (paragraph), Schedule (paragraph). Possibly Skills could be merged into Requirements. But we can keep Requirements as experience and skills. We must not repeat job title as heading. The job title is Financial Solutions Specialist (implied). Not to repeat. We must not include Job ID/requisition numbers. We must preserve all substantive information; do not invent or summarize away detail. So we need to include all details from the posting. Let's extract details: **About the role** (maybe from "What You Should Know About The Role" and "What To Know About Advia" and "Why You Should Work For Us"? But we can combine. Better: Provide a paragraph summarizing role: The most essential function is to proactively identify financial solutions for members by interacting with customers in person and via proactive phone calls, leveraging products/services to save/make money, add convenience, give peace of mind, providing outstanding service to internal/external members per core values. Also mention Advia is fast-growing credit union top 3% serving almost 200k members, assets over $3B, culture "work hard, play hard". Also mention weekly incentive program, regular guidance, development opportunities, benefits, paid holidays, every Sunday off. But we need to avoid duplication; we can keep some in About the role, some in Responsibilities, etc. **Responsibilities** list from "What you can expect to do as a Financial Solutions Specialist:" bullet points: - Interview existing and potential members in person and by phone and explains specific services, products, and policies. - Identify members’ needs and cross-sell Credit Union services and products actively in an appropriate, professional manner, meeting Credit Union standards. This includes outbound call expectations pertaining to CRM and other call list leads. - Counsel members regarding money management and financial matters. Including communicating loan denials, explaining decisions, and providing direction for future consideration. - Perform timely and accurate lending functions and offer lending solutions of all varieties including HELOC and Business Lending. - Build and maintain a book of business to help improve present, past, and future member relationships. - Proactively build and manage a pipeline that drives progress for the benefit of the members financial well-being. - Perform new account functions, explain various account and ownership options, and obtain the required information and documentation. - Cross-sell electronic services and assist members in setting up electronic services enrollment and understanding the e-statement process. - Ensure that the Credit Union’s quality and professional reputation is projected and maintained. - Stays informed regarding policy and procedure updates as well as local and national banking and lending trends. We need to keep each as
headings and - for lists,
for prose.
We must not include empty sections.
Let's craft:
About the role
... paragraph ...
Responsibilities
- ...
...
Requirements
- Experience working in an environment with individual and team goals preferred.
- Strong interpersonal skills.
- Courtesy and tact are essential elements of the job.
- Work involves personal contact with members and others inside and outside the organization.
- Spanish language proficiency required; proficiency testing is required for bilingual premium eligibility.
Benefits
- Medical, dental, and vision insurance.
- 401(k) with company match, life insurance, and disability coverage.
- Generous paid time off (PTO), paid holidays, and paid parental leave (available after one year of service).
- Learning and development programs and tuition reimbursement (available after one year of service).
- Free telemedicine, Employee Assistance Program (EAP), wellness initiatives, and paid community action volunteer hours.
- Bilingual premium for Spanish‑speaking employees.
Pay
Entry salary range: $20.48‑$24.57 per hour, with an incentive opportunity based on individual performance and a weekly incentive program. Bilingual premium available for qualified Spanish speakers.
Schedule
Full‑time, on‑site position; every Sunday off.
Check for any duplicated content: we mentioned bilingual premium in Benefits and Pay; that's okay.
We need to ensure we didn't miss any substantive info: "Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency." We captured that.
Also "What You Should Know About The Role" includes core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. Should we include? That's substantive. Could be part of About the role paragraph.
Also "What To Know About Advia": fast-growing credit union, top 3%, serve almost 200k members, assets over $3B, deeply rooted in communities, passion for placing members needs above all else, culture "work hard, play hard." That's also substantive; could be in About the role.
Also "Why You Should Work For Us": mention regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, generous PTO, paid holidays, every Sunday off, dedicated team, engaged leaders. Some of that is already covered.
We need to preserve all substantive info; we can't omit details like core values, culture, etc. So we need to incorporate them.
Let's craft About the role paragraph to include:
- Essential function: proactively identify financial solutions for members by interacting with customers in person and via proactive phone calls; leverage products/services to save/make money, add convenience, give peace of mind; provide outstanding service to internal/external members per core values (Act with Integrity, Drive Progress, Build & Strengthen Relationships, Keep People at the Core).
- Advia is a fast‑growing credit union in the top 3% of US credit unions, serving almost 200,000 members with assets over $3 Billion, deeply rooted in the communities it serves, with a culture described as “work hard, play hard.”
- Team members receive regular and constructive guidance, development opportunities, and can earn more than base pay via weekly incentive program.
- Benefits include affordable medical/dental/vision insurance, 401(k) match, generous PTO, paid holidays, every Sunday off.
- Bilingual premium for Spanish speakers (proficiency testing required).
That covers many points.
Now ensure we didn't leave out any duty
for prose. We must not include empty sections. Let's craft:
About the role
... paragraph ...
Responsibilities
- ... ...
Requirements
- Experience working in an environment with individual and team goals preferred.
- Strong interpersonal skills.
- Courtesy and tact are essential elements of the job.
- Work involves personal contact with members and others inside and outside the organization.
- Spanish language proficiency required; proficiency testing is required for bilingual premium eligibility.
Benefits
- Medical, dental, and vision insurance.
- 401(k) with company match, life insurance, and disability coverage.
- Generous paid time off (PTO), paid holidays, and paid parental leave (available after one year of service).
- Learning and development programs and tuition reimbursement (available after one year of service).
- Free telemedicine, Employee Assistance Program (EAP), wellness initiatives, and paid community action volunteer hours.
- Bilingual premium for Spanish‑speaking employees.
Pay
Entry salary range: $20.48‑$24.57 per hour, with an incentive opportunity based on individual performance and a weekly incentive program. Bilingual premium available for qualified Spanish speakers.
Schedule
Full‑time, on‑site position; every Sunday off.
Check for any duplicated content: we mentioned bilingual premium in Benefits and Pay; that's okay. We need to ensure we didn't miss any substantive info: "Advia offers a bilingual premium for this role. This premium acknowledges and compensates bilingual employees who regularly use their language skills to assist our members. Proficiency testing is required, with a specific need for Spanish language proficiency." We captured that. Also "What You Should Know About The Role" includes core values: Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core. Should we include? That's substantive. Could be part of About the role paragraph. Also "What To Know About Advia": fast-growing credit union, top 3%, serve almost 200k members, assets over $3B, deeply rooted in communities, passion for placing members needs above all else, culture "work hard, play hard." That's also substantive; could be in About the role. Also "Why You Should Work For Us": mention regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, generous PTO, paid holidays, every Sunday off, dedicated team, engaged leaders. Some of that is already covered. We need to preserve all substantive info; we can't omit details like core values, culture, etc. So we need to incorporate them. Let's craft About the role paragraph to include: - Essential function: proactively identify financial solutions for members by interacting with customers in person and via proactive phone calls; leverage products/services to save/make money, add convenience, give peace of mind; provide outstanding service to internal/external members per core values (Act with Integrity, Drive Progress, Build & Strengthen Relationships, Keep People at the Core). - Advia is a fast‑growing credit union in the top 3% of US credit unions, serving almost 200,000 members with assets over $3 Billion, deeply rooted in the communities it serves, with a culture described as “work hard, play hard.” - Team members receive regular and constructive guidance, development opportunities, and can earn more than base pay via weekly incentive program. - Benefits include affordable medical/dental/vision insurance, 401(k) match, generous PTO, paid holidays, every Sunday off. - Bilingual premium for Spanish speakers (proficiency testing required). That covers many points. Now ensure we didn't leave out any duty