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Advia Credit Union

Member-focused financial services and advice

Loan Officer

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeBeloit, WI, USAIn-person

About the Job

Requirements

  • Experience working in an environment with individual and team goals is preferred.
  • Strong interpersonal skills are required; courtesy and tact are essential because the role involves personal contact with members and people inside and outside the organization.

Responsibilities

  • Interview existing and potential members in person and by phone, explain specific services, products, and policies, identify member needs, and appropriately cross-sell Credit Union services and products while meeting Credit Union standards. This includes outbound calls 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 improve present, past, and future member relationships. Proactively build and manage a pipeline that supports members’ financial well-being.
  • Perform new account functions, explain account and ownership options, and obtain required information and documentation.
  • Cross-sell electronic services and assist members with electronic-service enrollment and understanding the e-statement process.
  • Ensure the Credit Union’s quality and professional reputation is projected and maintained. Stay informed about policy and procedure updates and local and national banking and lending trends.

About the Company

Advia Credit Union

Member-focused financial services and advice

Advia Credit Union helps members manage money by offering a range of financial services with savings, loans, and payment products designed to save members time and money. It works by providing accessible, member-focused financial solutions and advice through a cooperative model, where services are built around easing everyday money tasks. The company differentiates itself from competitors by emphasizing member advocacy and practical financial advantages—focusing on quick, easy, and value-driven options rather than flashy features. Its goal is to maximize the financial value for members by helping them make smarter financial choices and access favorable terms through its innovative, member-centered solutions.

Company size
201-500
Company stage
Not listed
Total funding
Not listed
Headquarters
Kalamazoo, MI
Founded
1938

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