Top 17 Financial specialist Jobs in Portage Mi

Financial Solutions Specialist
Advia Credit Union —Portage, MI
- $20.48 - $24.57 an hour
- Full-time
- Office
- Entry level
- Paid parental leave
- Paid holidays
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Financial Services Specialist
Flowers Early Learning —Paw Paw, MI
- $18.40 - $20.94 an hour
- Full-time
- 18 years or older
- Pass drug screening
- Office
- Paid parental leave
- Paid holidays
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Enterprise Risk Specialist
Advia Credit Union —Kalamazoo, MI
- $29.66 - $35.60 an hour
- Extended hours
- Hybrid work
- CPA
- Customer service
- 5 years
- Paid parental leave
- Paid holidays
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Financial Wellness Expert
greenpath, inc. —Battle Creek, MI
- $20.35 - $23.00 an hour
- 8 hour shift
- Remote
- Spanish
- English
- US work authorization
- Paid holidays
- Health insurance
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Commercial Real Estate Specialist I
Advia Credit Union —Kalamazoo, MI
- $25.94 - $31.13 an hour
- Extended hours
- Hybrid work
- Customer service
- Office
- 3 years
- Paid parental leave
- Paid holidays
Quick Apply
Portfolio Analytics & Strategy Specialist - Data, Modeling & Analytics
PNC Financial Services Group —Portage, MI
- $91,000 - $202,800 a year
- Full-time
- 5 years
- Mid-level
- Office
- Wellness program
- Health savings account
Financial Services Professional - Hybrid Remote (MI)
Bankers Life —Portage, MI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
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WFD Programs Specialist - Financial Development
Goodwill Industries of Central Michigan's Heartland —Battle Creek, MI
- $42,000 - $44,000 a year
- Weekends as needed
- Microsoft Outlook
- Experience working with individuals with disabilities
- Customer service
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Active licensing or ability to obtain LAH, SIE, Series 7, and Series 63. _The full-time Financial Planning Associate works alongside Financial Representatives…
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Staff Tax Accountant
Seber Tans, PLC —Kalamazoo, MI
We are in search of a tax accountant, entry-level up to 3 years’ experience in public accounting, who is on track for or have their CPA certification.
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Financial Solutions Specialist

Advia Credit Union -
Portage, MI

Quick Apply

Job Details

Full-time
$20.48 - $24.57 an hour

Benefits

Paid parental leave
Paid holidays
Disability insurance
Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Opening bank accounts
Foreign language proficiency
Commercial banking expertise
Customer relationship building
Interviewing clients
Opportunity Management
Promoting bank products
Account development
Managing clients in a finance role
Customer engagement
Customer relationship management
Needs-based selling
Lead Tracking
Sales pipeline management
Assisting with digital banking services
Customer support for financial loans
Account management
Customer interaction during outreach
Home equity loans
Sales follow-up
Entry level
Client interaction via phone calls
Financial education

Full Job Description

Employment Type: Full-Time, On-site #LI-ONSITE

Entry Salary Range: $20.48-$24.57 per hour with an incentive opportunity based on individual performance.

Comprehensive Benefits Package

We’re committed to supporting your well-being and work-life balance through a robust benefits offering:

Health & Wellness

Medical, dental, and vision insurance to keep you and your family healthy.

Financial Peace of Mind

401(k) with company match, life insurance, and disability coverage.

Time Off

Generous paid time off (PTO), paid holidays, and paid parental leave*.

Professional Growth

Learning and development programs, plus tuition reimbursement* to support your career journey.

Additional Perks

Free Telemedicine
Employee Assistance Program (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. 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.

What you should know about the role:

The most essential function of this position is to proactively identify financial solutions for our members by Interacting with customers both in person and through proactive phone calls. You will leverage products and services that can save them money and time, earn them money, add convenience and/or give the member peace of mind. This is accomplished by providing outstanding service to both internal and external members as defined by living and demonstrating the core values of the credit union; Act with Integrity, Drive Progress, Build & Strengthen Relationships and Keep People at the Core.

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 and serve almost 200,000 members with assets over $3 Billion. 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:

Financial Solutions Specialists enjoy the ability to earn more than your base pay through our weekly incentive program.

As a team member of Advia, you can expect regular and constructive guidance, development opportunities, great benefits including affordable medical/dental/vision insurance, 401k match, and generous PTO. You will also enjoy paid holidays and every Sunday off. You will work with a dedicated team 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!

What you can expect to do as a Financial Solutions Specialist:

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.

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.

Want to see more?

Check us out on our social media for an inside look at what the #advialife is all about.

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Refine Your Search

financial specialist jobs in portage mi

Financial Solutions Specialist

Financial Services Specialist

Enterprise Risk Specialist

Financial Wellness Expert

Commercial Real Estate Specialist I

Portfolio Analytics & Strategy Specialist - Data, Modeling & Analytics

Financial Services Professional - Hybrid Remote (MI)

WFD Programs Specialist - Financial Development

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