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Financial Solutions Specialist at Advia Credit Union
Comstock Charter Township, Michigan, United States - Full Time
Skills Needed
Financial Counseling, Cross Selling, Lending Functions, Customer Relationship Management, Money Management, Interpersonal Skills, Pipeline Management, New Account Opening, Spanish Proficiency, Business Lending, Heloc, Customer Service
Specialization
Candidates should have strong interpersonal skills and the ability to handle member interactions with courtesy and tact. Experience working in an environment with individual and team goals is preferred.
Junior Data Solutions Engineer at Next Plc
Enderby, England, United Kingdom - Full Time
Skills Needed
Sql, Python, Microsoft Azure, Databricks, Azure Data Lake, Powerbi, Ssrs, Tableau, Microsoft Power Platform, Agile Development, Data Analysis, Solution Design
Specialization
Ideal for recent graduates or career changers with foundational knowledge of SQL, Python, or Azure cloud software. Candidates should possess strong analytical skills, a proactive attitude, and the ability to communicate complex technical insights to non-technical audiences.
Technical Solutions Consultant at Netguru
, , Poland - Full Time
Skills Needed
Technical Discovery, Solution Design, Estimation, Proposal Crafting, Presales Consulting, Stakeholder Collaboration, Systems Architecture, Software Engineering, Risk Management, Workshop Facilitation, Technical Product Management, Sow Drafting
Specialization
Requires 4-7 years of IT experience in consulting or software agencies with a strong foundation in software engineering or systems architecture. Must be based in Poland and fluent in both English and Polish (C1 level).
Experience Required
Minimum 5 year(s)
Financial Solutions Specialist at Advia Credit Union
Kenosha, Wisconsin, United States - Full Time
Skills Needed
Financial Counseling, Cross Selling, Lending Functions, Customer Relationship Management, Money Management, Interpersonal Skills, New Account Opening, Pipeline Management, Spanish Proficiency, Business Lending, Heloc, Customer Service
Specialization
Preferred experience working in an environment with individual and team goals. Requires strong interpersonal skills, tact, and courtesy when dealing with members.
Sr. Member Solutions Specialist at Unitus Community Credit Union
Tigard, Oregon, United States - Full Time
Skills Needed
Bankruptcy Law, Debt Collection, Loan Recovery, Financial Statement Analysis, Repossession Management, Hardship Modifications, Legal Filings, Gl Balancing, Consumer Loans, Real Estate Loans, Risk Mitigation, Customer Service
Specialization
Requires a high school diploma and at least 6 years of experience in a financial institution with specific knowledge of debt collection and bankruptcy. Experience with repossession, judgments, and financial statement analysis is preferred.
Experience Required
Minimum 5 year(s)
M&A-Solutions Engineer(Nanjing) at Vertiv
Nanjing, Jiangsu, China - Full Time
Skills Needed
Market Promotion, Technical Support, Customer Communication, Product Selection, Channel Training, Market Analysis, Competitive Analysis, Requirement Identification, Bidding Support, Interpersonal Communication
Specialization
Seeking fresh graduates with a bachelor's degree or higher, preferably in Energy and Power Engineering or Electrical Engineering. Candidates must possess strong technical understanding, market sensitivity, and the ability to handle frequent travel (75%).
Financial Solutions Consultant at Americor
Irvine, California, United States - Full Time
Skills Needed
Debt Settlement, Sales, Crm Management, Google Workspace, Customer Relationship Management, Objection Handling, Financial Consulting, Verbal Communication, Written Communication, Multitasking, Lead Management, Client Assessment
Specialization
Requires at least one year of experience in debt settlement enrollment and over two years of call center sales and CRM experience. Must be able to work on-site in Irvine, CA, and possess strong communication and rapport-building skills.
Experience Required
Minimum 2 year(s)
Financial Solutions Specialist at Advia Credit Union
Portage, Michigan, United States - Full Time
Skills Needed
Financial Counseling, Cross Selling, Lending Functions, Customer Relationship Management, Interpersonal Skills, Money Management, Pipeline Management, Account Opening, Spanish Proficiency, Business Lending, Heloc, Electronic Services Enrollment
Specialization
Candidates should possess strong interpersonal skills and the ability to handle member interactions with courtesy and tact. Experience working in an environment with individual and team goals is preferred.
M&A-Solutions Engineer(Chengdu) at Vertiv
Chengdu, Sichuan, China - Full Time
Skills Needed
Market Promotion, Technical Support, Customer Communication, Product Selection, Channel Training, Market Trend Analysis, Bidding Support, Data Analysis, Scenario Research, Interpersonal Communication
Specialization
Seeking fresh graduates with a bachelor's degree or higher, preferably in Energy and Power Engineering or Electrical Engineering. Candidates must possess strong technical understanding, market sensitivity, and the ability to travel extensively.
Solutions Engineer / Estimator at Schneider Electric Industries Malaysia
Adelaide, South Australia, Australia - Full Time
Skills Needed
Pricing Estimation, Tender Analysis, Bill Of Quantities (Boq), Technical Design, Labor Estimation, Project Documentation, Interpersonal Communication, Problem Solving, Time Management, Relationship Building, Technical Writing, Collaboration
Specialization
Candidates should possess an engineering college diploma or trade certification and have a sound understanding of IT, BMS, Security, and Electrical services. Experience in engineering estimating and technical knowledge of mechanical and electrical goods are highly desirable.
Experience Required
Minimum 2 year(s)
Principal AI Solutions Engineer at TradeStation
, , - Full Time
Skills Needed
Ai/Llm Engineering, Databricks, Python, Sql, Rag Pipelines, Prompt Engineering, Mlflow, Unity Catalog, Cloud Infrastructure, Data Modeling, Ai Agent Architectures, Model Deployment, Agile Development, Ci/Cd, Responsible Ai, A/B Testing
Specialization
Requires at least 4 years of experience in software or ML engineering with a strong focus on AI/ML systems and proficiency in Python and SQL. A bachelor's degree in a technical field is required, with advanced degrees and Databricks certifications preferred.
Experience Required
Minimum 5 year(s)
Smartsheet Solutions Consultant at Chameleon Integrated Services
St. Louis, Missouri, United States - Full Time
Skills Needed
Smartsheet Implementation, Smartsheet Administration, Enterprise Solution Design, Dashboard Creation, Automation Workflows, Resource Management, Workspace Administration, System Assessments, Business Analysis, Technical Documentation, Stakeholder Communication, Project Portfolio Management
Specialization
Requires over 5 years of hands-on Smartsheet implementation and administration experience. Preferred candidates hold Smartsheet certifications and have experience supporting government agencies.
Experience Required
Minimum 5 year(s)
Enterprise Solutions Architect at Black Pearl Consult
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Enterprise Solutions Consultant at MALT TECHNICS
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Senior AI & Solutions Engineer at Glassdoor
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Sales Executive - AI Solutions at EAC Product Development Solutions
, , United States - Full Time
Skills Needed
Consultative Selling, B2b Technology Sales, Pipeline Generation, Ai Solution Positioning, Crm Management, Outbound Prospecting, Negotiation, Strategic Account Development, Meddic/Meddpicc, Spin Selling, Technical Presentation, Cross Functional Collaboration, Market Analysis, Roi Analysis, Stakeholder Management, Forecasting
Specialization
Requires 5+ years of experience in enterprise B2B technology sales, preferably with a focus on AI, machine learning, or automation software. A bachelor's degree in Business or a related field is preferred, along with a proven track record of meeting revenue targets.
Experience Required
Minimum 5 year(s)
Technical Solutions Specialist at Product society
Los Angeles, California, United States - Full Time
Skills Needed
Shiphero Configuration, Systems Administration, Api Integration, Webhook Management, Ai Workflow Automation, No Code/Low Code Tools, Technical Troubleshooting, Data Validation, Sop Documentation, Wms Administration, Json, Csv, Excel, Google Sheets, Technical Support, Logistics Operations
Specialization
Requires 2 to 5 years of experience in technical operations or systems administration, preferably within a 3PL or eCommerce environment. Must be proficient with APIs, no-code automation tools, and the practical application of AI tools to improve business workflows.
Experience Required
Minimum 2 year(s)
Strategic Solutions Consultant at CreatorIQ
New York, New York, United States - Full Time
Skills Needed
Solutions Consulting, Sales Engineering, Rest Api, Graphql Api, Technical Architecture, Ai/Ml Concepts, Model Context Protocol, Agentic Integration Patterns, Infosec Reviews, Security Questionnaires, Consultative Selling, Product Demonstrations, Stakeholder Management, Rfp/Rfi Response, Storytelling, Enterprise Saas
Specialization
Requires 5+ years of experience in Solutions Consulting or Sales Engineering within the SaaS sector, specifically handling large enterprise accounts. Must possess hands-on familiarity with REST/GraphQL APIs, AI/ML concepts, and experience managing InfoSec reviews.
Experience Required
Minimum 5 year(s)
Architecte Cloud Solutions H/F at Talan
Paris, Ile-de-France, France - Full Time
Skills Needed
Microsoft Azure Architecture, Azure Devops, Azure Security, Azure Migration, Infrastructure As Code, Devops, Application Architecture, Application Security, Project Management, Pre Sales
Specialization
Requires 8 to 10 years of experience in Microsoft environment application architecture and development with strong knowledge of application security. Proficiency in project management methods and effective communication skills are essential.
Experience Required
Minimum 5 year(s)
Databricks Solutions Architect at Strategic Management Solutions, LLC.
Los Alamos, New Mexico, United States - Full Time
Skills Needed
Databricks, Data Architecture, Cloud Data Solutions, Delta Lake, Unity Catalog, Mosaic Ai, Databricks Sql, Python, Sql, Spark, Cloud Architecture, Data Modernization, Finops, Ci/Cd, Infrastructure As Code, Sap Integration
Specialization
Requires 5+ years of experience in data architecture and cloud solutions, with a strong focus on the Databricks ecosystem and US citizenship. A bachelor's degree and approximately 12 years of combined education and experience are preferred.
Experience Required
Minimum 10 year(s)
Financial Solutions Specialist at Advia Credit Union
Comstock Charter Township, Michigan, United States -
Full Time


Start Date

Immediate

Expiry Date

21 Sep, 26

Salary

24.57

Posted On

24 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Financial Counseling, Cross-selling, Lending Functions, Customer Relationship Management, Money Management, Interpersonal Skills, Pipeline Management, New Account Opening, Spanish Proficiency, Business Lending, HELOC, Customer Service

Industry

Banking

Description
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.
Responsibilities
Proactively identify financial solutions for members through in-person and phone interactions to improve their financial well-being. This includes managing lending functions, opening new accounts, and cross-selling credit union products and services.
Financial Solutions Specialist at Advia Credit Union
Comstock Charter Township, Michigan, United States - Full Time
Skills Needed
Financial Counseling, Cross Selling, Lending Functions, Customer Relationship Management, Money Management, Interpersonal Skills, Pipeline Management, New Account Opening, Spanish Proficiency, Business Lending, Heloc, Customer Service
Specialization
Candidates should have strong interpersonal skills and the ability to handle member interactions with courtesy and tact. Experience working in an environment with individual and team goals is preferred.
Junior Data Solutions Engineer at Next Plc
Enderby, England, United Kingdom - Full Time
Skills Needed
Sql, Python, Microsoft Azure, Databricks, Azure Data Lake, Powerbi, Ssrs, Tableau, Microsoft Power Platform, Agile Development, Data Analysis, Solution Design
Specialization
Ideal for recent graduates or career changers with foundational knowledge of SQL, Python, or Azure cloud software. Candidates should possess strong analytical skills, a proactive attitude, and the ability to communicate complex technical insights to non-technical audiences.
Technical Solutions Consultant at Netguru
, , Poland - Full Time
Skills Needed
Technical Discovery, Solution Design, Estimation, Proposal Crafting, Presales Consulting, Stakeholder Collaboration, Systems Architecture, Software Engineering, Risk Management, Workshop Facilitation, Technical Product Management, Sow Drafting
Specialization
Requires 4-7 years of IT experience in consulting or software agencies with a strong foundation in software engineering or systems architecture. Must be based in Poland and fluent in both English and Polish (C1 level).
Experience Required
Minimum 5 year(s)
Financial Solutions Specialist at Advia Credit Union
Kenosha, Wisconsin, United States - Full Time
Skills Needed
Financial Counseling, Cross Selling, Lending Functions, Customer Relationship Management, Money Management, Interpersonal Skills, New Account Opening, Pipeline Management, Spanish Proficiency, Business Lending, Heloc, Customer Service
Specialization
Preferred experience working in an environment with individual and team goals. Requires strong interpersonal skills, tact, and courtesy when dealing with members.
Sr. Member Solutions Specialist at Unitus Community Credit Union
Tigard, Oregon, United States - Full Time
Skills Needed
Bankruptcy Law, Debt Collection, Loan Recovery, Financial Statement Analysis, Repossession Management, Hardship Modifications, Legal Filings, Gl Balancing, Consumer Loans, Real Estate Loans, Risk Mitigation, Customer Service
Specialization
Requires a high school diploma and at least 6 years of experience in a financial institution with specific knowledge of debt collection and bankruptcy. Experience with repossession, judgments, and financial statement analysis is preferred.
Experience Required
Minimum 5 year(s)
M&A-Solutions Engineer(Nanjing) at Vertiv
Nanjing, Jiangsu, China - Full Time
Skills Needed
Market Promotion, Technical Support, Customer Communication, Product Selection, Channel Training, Market Analysis, Competitive Analysis, Requirement Identification, Bidding Support, Interpersonal Communication
Specialization
Seeking fresh graduates with a bachelor's degree or higher, preferably in Energy and Power Engineering or Electrical Engineering. Candidates must possess strong technical understanding, market sensitivity, and the ability to handle frequent travel (75%).
Financial Solutions Consultant at Americor
Irvine, California, United States - Full Time
Skills Needed
Debt Settlement, Sales, Crm Management, Google Workspace, Customer Relationship Management, Objection Handling, Financial Consulting, Verbal Communication, Written Communication, Multitasking, Lead Management, Client Assessment
Specialization
Requires at least one year of experience in debt settlement enrollment and over two years of call center sales and CRM experience. Must be able to work on-site in Irvine, CA, and possess strong communication and rapport-building skills.
Experience Required
Minimum 2 year(s)
Financial Solutions Specialist at Advia Credit Union
Portage, Michigan, United States - Full Time
Skills Needed
Financial Counseling, Cross Selling, Lending Functions, Customer Relationship Management, Interpersonal Skills, Money Management, Pipeline Management, Account Opening, Spanish Proficiency, Business Lending, Heloc, Electronic Services Enrollment
Specialization
Candidates should possess strong interpersonal skills and the ability to handle member interactions with courtesy and tact. Experience working in an environment with individual and team goals is preferred.
M&A-Solutions Engineer(Chengdu) at Vertiv
Chengdu, Sichuan, China - Full Time
Skills Needed
Market Promotion, Technical Support, Customer Communication, Product Selection, Channel Training, Market Trend Analysis, Bidding Support, Data Analysis, Scenario Research, Interpersonal Communication
Specialization
Seeking fresh graduates with a bachelor's degree or higher, preferably in Energy and Power Engineering or Electrical Engineering. Candidates must possess strong technical understanding, market sensitivity, and the ability to travel extensively.
Solutions Engineer / Estimator at Schneider Electric Industries Malaysia
Adelaide, South Australia, Australia - Full Time
Skills Needed
Pricing Estimation, Tender Analysis, Bill Of Quantities (Boq), Technical Design, Labor Estimation, Project Documentation, Interpersonal Communication, Problem Solving, Time Management, Relationship Building, Technical Writing, Collaboration
Specialization
Candidates should possess an engineering college diploma or trade certification and have a sound understanding of IT, BMS, Security, and Electrical services. Experience in engineering estimating and technical knowledge of mechanical and electrical goods are highly desirable.
Experience Required
Minimum 2 year(s)
Principal AI Solutions Engineer at TradeStation
, , - Full Time
Skills Needed
Ai/Llm Engineering, Databricks, Python, Sql, Rag Pipelines, Prompt Engineering, Mlflow, Unity Catalog, Cloud Infrastructure, Data Modeling, Ai Agent Architectures, Model Deployment, Agile Development, Ci/Cd, Responsible Ai, A/B Testing
Specialization
Requires at least 4 years of experience in software or ML engineering with a strong focus on AI/ML systems and proficiency in Python and SQL. A bachelor's degree in a technical field is required, with advanced degrees and Databricks certifications preferred.
Experience Required
Minimum 5 year(s)
Smartsheet Solutions Consultant at Chameleon Integrated Services
St. Louis, Missouri, United States - Full Time
Skills Needed
Smartsheet Implementation, Smartsheet Administration, Enterprise Solution Design, Dashboard Creation, Automation Workflows, Resource Management, Workspace Administration, System Assessments, Business Analysis, Technical Documentation, Stakeholder Communication, Project Portfolio Management
Specialization
Requires over 5 years of hands-on Smartsheet implementation and administration experience. Preferred candidates hold Smartsheet certifications and have experience supporting government agencies.
Experience Required
Minimum 5 year(s)
Enterprise Solutions Architect at Black Pearl Consult
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Enterprise Solutions Consultant at MALT TECHNICS
Berlin, Berlin, Germany - Full Time
Skills Needed
N/A
Senior AI & Solutions Engineer at Glassdoor
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
N/A
Sales Executive - AI Solutions at EAC Product Development Solutions
, , United States - Full Time
Skills Needed
Consultative Selling, B2b Technology Sales, Pipeline Generation, Ai Solution Positioning, Crm Management, Outbound Prospecting, Negotiation, Strategic Account Development, Meddic/Meddpicc, Spin Selling, Technical Presentation, Cross Functional Collaboration, Market Analysis, Roi Analysis, Stakeholder Management, Forecasting
Specialization
Requires 5+ years of experience in enterprise B2B technology sales, preferably with a focus on AI, machine learning, or automation software. A bachelor's degree in Business or a related field is preferred, along with a proven track record of meeting revenue targets.
Experience Required
Minimum 5 year(s)
Technical Solutions Specialist at Product society
Los Angeles, California, United States - Full Time
Skills Needed
Shiphero Configuration, Systems Administration, Api Integration, Webhook Management, Ai Workflow Automation, No Code/Low Code Tools, Technical Troubleshooting, Data Validation, Sop Documentation, Wms Administration, Json, Csv, Excel, Google Sheets, Technical Support, Logistics Operations
Specialization
Requires 2 to 5 years of experience in technical operations or systems administration, preferably within a 3PL or eCommerce environment. Must be proficient with APIs, no-code automation tools, and the practical application of AI tools to improve business workflows.
Experience Required
Minimum 2 year(s)
Strategic Solutions Consultant at CreatorIQ
New York, New York, United States - Full Time
Skills Needed
Solutions Consulting, Sales Engineering, Rest Api, Graphql Api, Technical Architecture, Ai/Ml Concepts, Model Context Protocol, Agentic Integration Patterns, Infosec Reviews, Security Questionnaires, Consultative Selling, Product Demonstrations, Stakeholder Management, Rfp/Rfi Response, Storytelling, Enterprise Saas
Specialization
Requires 5+ years of experience in Solutions Consulting or Sales Engineering within the SaaS sector, specifically handling large enterprise accounts. Must possess hands-on familiarity with REST/GraphQL APIs, AI/ML concepts, and experience managing InfoSec reviews.
Experience Required
Minimum 5 year(s)
Architecte Cloud Solutions H/F at Talan
Paris, Ile-de-France, France - Full Time
Skills Needed
Microsoft Azure Architecture, Azure Devops, Azure Security, Azure Migration, Infrastructure As Code, Devops, Application Architecture, Application Security, Project Management, Pre Sales
Specialization
Requires 8 to 10 years of experience in Microsoft environment application architecture and development with strong knowledge of application security. Proficiency in project management methods and effective communication skills are essential.
Experience Required
Minimum 5 year(s)
Databricks Solutions Architect at Strategic Management Solutions, LLC.
Los Alamos, New Mexico, United States - Full Time
Skills Needed
Databricks, Data Architecture, Cloud Data Solutions, Delta Lake, Unity Catalog, Mosaic Ai, Databricks Sql, Python, Sql, Spark, Cloud Architecture, Data Modernization, Finops, Ci/Cd, Infrastructure As Code, Sap Integration
Specialization
Requires 5+ years of experience in data architecture and cloud solutions, with a strong focus on the Databricks ecosystem and US citizenship. A bachelor's degree and approximately 12 years of combined education and experience are preferred.
Experience Required
Minimum 10 year(s)
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