Demo

Financial Solutions Advisor

Hoosier Hills Credit Union
Ellettsville, IN Full Time
POSTED ON 1/30/2025 CLOSED ON 2/28/2025

What are the responsibilities and job description for the Financial Solutions Advisor position at Hoosier Hills Credit Union?

Key Responsibilities

  • Deliver Exceptional Service:

    Conduct transactions, from teller functions to loan processing, with precision and efficiency.
  • Provide Financial Guidance:

    Offer insightful budget counseling and financial advice tailored to individual member needs.
  • Ensure Compliance:

    Follow procedures for daily operations and stay updated with regulatory requirements.
  • Build Trusted Relationships:

    Act as a reliable resource, resolving issues from start to finish with professionalism and care.
  • Achieve Sales Goals:

    Proactively engage in referral and cross-selling opportunities to meet and exceed sales and service targets.

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