Financial Services Specialist - West Side Branch

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Position Summary:

The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member’s unique financial position. They respond to member requests while ensuring accurate, efficient service, solve problems and mitigate risk.

Work Arrangement:
This position is scheduled for an onsite presence at the West Side Branch.

• Monday - Thursday 8:45am - 5:45pm
• Friday 8:00am - 6:15pm
• Rotating Saturdays 8:45am - 1:15pm
• Employees work every other Saturday and receive a consistent day off during the week to offset their hours.
• Scheduled hours could change based on business need and future department growth.

• Starting at $18/hour dependent on experience
• 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
• Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
• 401(k) with a company match
• Tuition Reimbursement
• Up to 12 Weeks of Paid Parental Leave
• Learn more about our benefits here

• Provide superior member service by responding to inquiries with urgency, processing transactions accurately and with proficiency, personalizing interactions with product recommendations.
• Identify and sell products and services, provide financial education, and achieve goals.
• Utilize outbound calling and cross-selling tools to deepen member relationships.
• Use procedures to mitigate risk, ensuring accurate, loss-protected transactions.
• Manage time effectively, demonstrating initiative, seeking development opportunities.
• Communicate across channels (in-person, email, tools) for clarity and timeliness.
• Promote and guide members in using Credit Union technology to enhance experience.
• Demonstrate proficiency in product knowledge, services, and fintech partners.
• Handle escalations, de‑escalating concerns with empathy and professionalism.
• Apply fraud detection strategies to mitigate risk.
• Complete required training for compliance with regulations and policies.
• Adhere to safety procedures, report suspicious activity.
• Follow processes and guidelines, adapting to new information, tech, and change.
• Display adaptability to meet business needs from member volume patterns.
• Meet or exceed performance metrics, contributing to the Credit Union’s goals.

• High School Diploma or Equivalent required.
• Proper balancing and cash handling procedures.
• Regular and predictable attendance.
• Demonstrate company core values.
• Ability to work scheduled hours, including weekends and overtime when applicable.
• Receptive to feedback.
• Attention to detail.
• Proficiency in member service.
• Excellent listening skills.
• Clear and effective communication skills.
• Professional business etiquette and presentation skills.
• Strong sales skills with results.
• Critical thinking and problem solving.
• Effective fraud detection and prevention techniques.
• Effective written and verbal communication.
• De‑escalation skills.
• Adaptability and flexibility.
• Analytical skills; independent work.
• Math and clerical aptitude.
• Multitask and prioritize.
• Reliability and dependability.
• Error‑free typing skills.
• Functional knowledge of Credit Union systems, products, services, and procedures preferred.

• Core competencies:
  
  Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, Achieve, and Collaborate.

• May be required to remain in a stationary position for extended periods.
• Operate standard office technology, equipment, and tools; may involve many hours of computer and phone usage.
• Move around within office area.
• Potential hazardous conditions (e.g., robbery); follow procedures to minimize exposure.
• Position is onsite.
• Safely lift, carry, and move items as required for branch operations.

• Note this job description is not intended to be an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.
• This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change the position description and assign tasks as appropriate.
• MSUFCU is an affirmative-action, equal-opportunity employer.
• Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

• Entry level

• Full-time

• Finance and Sales