Financial Solutions Specialist

Posted 2 Days Ago
Be an Early Applicant
46516, Elkhart, IN, USA
In-Office
24-24 Hourly
Entry level
Financial Services
The Role
Build member relationships, assess financial needs, recommend banking and lending products, open and service accounts, process transactions, conduct loan closings, educate members on digital banking, resolve account issues, and support branch operations while following credit union policies and regulatory requirements.
Summary Generated by Built In

Pay: Starting at $24.04 per hour

Job Type: Full-time

Location: Corporate Branch – Downtown Elkhart, Indiana

Schedule: Monday through Friday, with rotating Saturdays

Employees may occasionally be scheduled before opening or after closing to assist with branch operations.

Job Description

INOVA Federal Credit Union is seeking a relationship-focused, motivated, and member-driven Financial Solutions Specialist to join our Branch Operations team at our Corporate Branch in downtown Elkhart.

This position is an excellent opportunity for a financial services professional or recent college graduate looking to build a rewarding career in banking, lending, and member relationship management.

The Financial Solutions Specialist plays an important role in improving the financial well-being of our members by providing personalized service, understanding member needs, and recommending financial solutions that support their goals.

This role is ideal for someone who enjoys building relationships, solving problems, educating members, and creating meaningful financial experiences.

About Us

INOVA Federal Credit Union is committed to improving the financial well-being of our members through exceptional service, innovative financial solutions, and meaningful community involvement. Our employees are passionate about making a difference every day while fostering a workplace built on collaboration, integrity, innovation, and continuous growth.

If you're looking for an opportunity to grow your financial services career while contributing to an organization that values teamwork, professional development, and making a difference, we'd love to meet you.

Essential Duties & Responsibilities
  • Build strong, lasting relationships with current and prospective members by providing exceptional service and personalized financial guidance.
  • Identify member needs and recommend products and services that support their short- and long-term financial goals.
  • Open and service checking, savings, money market, IRA, HSA, and business accounts.
  • Assist members with consumer loan applications, credit cards, and other lending solutions.
  • Conduct loan closings and explain loan terms, documentation, and requirements.
  • Process member transactions including deposits, withdrawals, transfers, loan payments, cashier’s checks, and other account services.
  • Educate members on digital banking, mobile banking, debit cards, online banking services, and other available tools.
  • Assist members with account maintenance, problem resolution, and service-related requests.
  • Identify opportunities to deepen member relationships through financial education and appropriate product recommendations.
  • Maintain accuracy and attention to detail while following all credit union policies, procedures, and regulatory requirements.
  • Support branch operations and complete additional responsibilities as assigned.
Desired Skills & Experience

The ideal candidate is someone who enjoys helping others, builds relationships naturally, and thrives in a collaborative, member-focused environment.

We're looking for someone who has:

  • Bachelor’s degree in Business, Finance, Accounting, Financial Services, or a related field preferred.
  • Equivalent combination of education, training, and relevant financial services experience will be considered.
  • Previous experience in financial services, banking, lending, account services, retail banking, sales, or a related field preferred.
  • Experience with consumer lending, account opening, or financial products is a plus.
  • Strong customer service and relationship-building skills.
  • Excellent communication and interpersonal abilities.
  • Strong problem-solving and critical-thinking skills.
  • Strong attention to detail and organizational skills.
  • Ability to manage multiple priorities while maintaining accuracy and professionalism.
  • Ability to work independently while contributing to a collaborative team environment.
  • Positive attitude and passion for helping members achieve financial success.
  • Ability to obtain Notary Public certification, if required.
Position Details

This is a full-time position located at INOVA Federal Credit Union's Corporate Branch in downtown Elkhart, Indiana.

The Financial Solutions Specialist will work closely with branch leadership and team members while supporting members through account services, lending solutions, financial education, and exceptional service experiences.

Standard business hours are Monday through Friday, with rotating Saturdays as needed based on branch operations. Employees may occasionally be scheduled before opening or after closing to assist with branch operations.

This position offers competitive compensation, a comprehensive benefits package, and opportunities for professional growth and career advancement within a collaborative, member-focused organization.

Why Join INOVA?

At INOVA, you'll have the opportunity to make a meaningful impact while building your career. You'll gain valuable experience in financial services, lending, account management, member relationships, and financial education while working alongside a team committed to your success.

If you're passionate about helping people, building relationships, and creating financial solutions that improve lives, we encourage you to apply.

Work Authorization & Equal Opportunity Employer

Applicants must be legally authorized to work in the United States.

INOVA Federal Credit Union is an Equal Opportunity Employer and is committed to creating an inclusive workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, veteran status, genetic information, or any other protected characteristic under applicable federal, state, or local law.

Skills Required

  • Bachelor's degree in Business, Finance, Accounting, Financial Services, or a related field
  • Equivalent combination of education, training, and relevant financial services experience
  • Previous experience in financial services, banking, lending, account services, retail banking, sales, or a related field
  • Experience with consumer lending, account opening, or financial products
  • Strong customer service and relationship-building skills
  • Excellent communication and interpersonal abilities
  • Strong problem-solving and critical-thinking skills
  • Strong attention to detail and organizational skills
  • Ability to manage multiple priorities while maintaining accuracy and professionalism
  • Ability to work independently while contributing to a collaborative team environment
  • Positive attitude and passion for helping members achieve financial success
  • Ability to obtain Notary Public certification, if required
  • Legally authorized to work in the United States
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
Year Founded: 1942

What We Do

INOVA Federal Credit Union is a member-owned financial cooperative headquartered in Elkhart, Indiana. Established in 1942, it serves over 43,000 members and employees from over 500 companies. Guided by the motto 'People Helping People,' the institution provides a wide range of banking services, including loans and credit cards, with a primary mission to improve the financial well-being of its members.

Similar Jobs

In-Office
46530, Granger, IN, USA
24-24 Hourly

PwC Logo PwC

Indianapolis - Tax - Intern - Summer 2027

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
Indianapolis, IN, USA
370000 Employees
29K-48K Hourly

PwC Logo PwC

Digital Assets Crypto/BlockChain Senior Associate

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
34 Locations
370000 Employees
77K-202K Annually

PwC Logo PwC

Digital Assets Crypto/BlockChain Senior Manager

Artificial Intelligence • Professional Services • Business Intelligence • Consulting • Cybersecurity • Generative AI
Hybrid
34 Locations
370000 Employees
124K-280K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account