Financial Services Specialist Auburn Hills / Oakl

Michigan State University Federal Credit Union • Auburn Hills, MI • 9h ago

Description

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. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement:This position is scheduled for an onsite presence at the Auburn Hills / Oakland Center branch. Schedule: This position requires working a standard 40 hour week during Branch hours of operations 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. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: 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 benefitshere Essential Duties and Responsibilities Financial Services Specialist Provide superior member service by responding to members' inquiries with urgency, process transactions accurately and with proficiency, personalizing interactions with recommendations of products and services specific to members' unique needs. Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals. Utilize outbound calling and cross-selling tools to further develop relationships with current members. Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss. Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union. Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union. Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence. Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners. Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service. Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union. Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies.

Similar Jobs

Adjuster, Claims - Remote

Molina Healthcare • Sterling Heights, MI • 7h ago

Finance, Accounting & Banking

JOB DESCRIPTION Job Summary Responsible for administering claims payments, maintaining claim records, and providing counsel to claimants regarding coverage amount and benefit interpretation. Monitors and controls backlog...

7h ago

Go to Apply

Adjuster, Claims - Remote

Molina Healthcare • Warren, MI • 7h ago

Finance, Accounting & Banking

7h ago

Go to Apply

Loan Sales Specialist

OneMain Financial • Southfield, MI • 9h ago

Finance, Accounting & Banking

At OneMain, Loan Sales Specialists empower customers by listening to their needs and providing access to friendly, fast, and affordable financing for life's expenses. In this role, our team members thrive in a competitiv...

9h ago

Go to Apply

Corporate & Institutional Banking Development Program Analyst/Associate - Commercial & Corporate Banking (East/Midwest)

PNC • Troy, MI • 13h ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

13h ago

Go to Apply

Staff Accountant

Robert Half • Birmingham, MI • 1d ago

Finance, Accounting & Banking

Description We are looking for a meticulous Staff Accountant to join our team in Birmingham, Michigan. In this Contract to permanent position, you will play a pivotal role in managing financial records, analyzing data, a...

1d ago

Go to Apply

Finance Planning and Analysis Specialist

Ultium Cells • Troy, MI • 2d ago

Finance, Accounting & Banking

This is an in-person position in Troy/Warren, MI office. Ultium Cells Overview: Ultium Cells is a joint venture lithium-Ion automotive battery cell manufacturing plant between LG Energy Solutions and General Motors. This...

2d ago

Go to Apply

Accounting Clerk

Robert Half • Bloomfield Hills, MI • 2d ago

Finance, Accounting & Banking

Description Love keeping things in order and making numbers behave? Robert Half is partnering with a well-established private investment office in Bloomfield Hills, Michigan to find a detail-oriented Accounting Clerk. Th...

2d ago

Go to Apply

13083 - Sr. Payroll Coordinator (In House Temporary) - Hybrid in Troy, MI

Kelly Services • Troy, MI • 3d ago

Finance, Accounting & Banking

Together we change lives. Kelly is a team of experts driven by our belief that the impact of the right person in the right job is limitless. No matter where you are in your career journey you can apply your knowledge and...

3d ago

Go to Apply

Accounts Payable Clerk

Robert Half • Clarkston, MI • 3d ago

Finance, Accounting & Banking

Description We are looking for an experienced Accounts Payable Clerk to join our team in Clarkston, Michigan. This position offers a contract-to-permanent opportunity for a detail-oriented individual who excels in managi...

3d ago

Go to Apply

Senior Finance Analyst (US)

TD Bank • Southfield, MI • 3d ago

Finance, Accounting & Banking

Work Location: Southfield, Michigan, United States of America Hours: 40 Pay Details: $68,640 - $102,960 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportuniti...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.