Advia Credit Union
The Financial Solutions Specialist proactively identifies financial solutions for members by interacting with customers in person and via phone to save them money, time, and provide peace of mind. This role involves counseling members on financial matters, performing lending functions, and cross-selling credit union products and services. The position requires building and maintaining a book of business while ensuring outstanding service aligned with the credit union's core values.
Serving members across Michigan, Wisconsin, and Illinois with checking, savings, auto loans, mortgages, and digital banking. Your local credit union is close by.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Advia Credit Union.
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