Financial Services Specialist West Side Branch

Michigan State University Federal Credit Union • Lansing, MI • 20h 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 West Side 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. Adhere to safety a

Similar Jobs

Trainee Business Development Workers' Compensation

AF Group • Lansing, MI • 3h ago

Finance, Accounting & Banking

SUMMARY: This is a description for a future opportunity, which is an entry level position that is part of a formal training program. We are seeking to hire and begin training May or June 2026. Applications will be review...

3h ago

Go to Apply

Trainee Business Development Workers' Compensation

AF Group • Lansing, MI • 3h ago

Finance, Accounting & Banking

3h ago

Go to Apply

Business Tax Technical Dept Analyst 9-12 (Trainee)

State of Michigan • Dimondale, MI • 19h ago

Finance, Accounting & Banking

Business Tax Technical Dept Analyst 9-12 (Trainee) Print ( https://www.governmentjobs.com/careers/michigan/jobs/newprint/5176901 ) Apply ? Business Tax Technical Dept Analyst 9-12 (Trainee) Salary $24.92 - $43.73 Hourly...

19h ago

Go to Apply

Sr Cost Accountant

Robert Half • Lansing, MI • 1d ago

Finance, Accounting & Banking

Description Our client, a global manufacturing organization, is seeking an experienced Senior Cost Accountant to support cost accounting and operational finance across its manufacturing footprint. This Senior Cost Accoun...

1d ago

Go to Apply

Item Banking System Compositor - Graphic Arts Designer 13

State of Michigan • Lansing, MI • 1d ago

Finance, Accounting & Banking

Item Banking System Compositor - Graphic Arts Designer 13 Print ( https://www.governmentjobs.com/careers/michigan/jobs/newprint/5173712 ) Apply ? Item Banking System Compositor - Graphic Arts Designer 13 Salary $63,086.4...

1d ago

Go to Apply

Sales Auditor

Centene Corporation • Lansing, MI • 1d ago

Finance, Accounting & Banking

You could be the one who changes everything for our 28 million members. Centene is transforming the health of our communities, one person at a time. As a diversified, national organization, you'll have access to competit...

1d ago

Go to Apply

Sr. Accountant

Robert Half • Holt, MI • 2d ago

Finance, Accounting & Banking

Description Starting Salary: $85,000 - $100,000 + annual bonus Location: Holt, MI - Hybrid Robert Half is partnering with one of their clients on their recruitment efforts for a Senior Cost Accountant. This is an award-w...

2d ago

Go to Apply

Accounting Manager

Robert Half • East Lansing, MI • 2d ago

Finance, Accounting & Banking

Description Our client is seeking an experienced Accounting Manager to oversee core accounting functions within a complex GAAP environment spanning multiple legal entities. This Accounting Manager role is ideal for a tec...

2d ago

Go to Apply

Accounting Manager

Robert Half • Lansing, MI • 2d ago

Finance, Accounting & Banking

Description Our client is seeking an experienced Accounting Manager to lead accounting operations within a regulated insurance environment. This Accounting Manager role is ideal for a technically strong accounting profes...

2d ago

Go to Apply

District Accountant

Eaton Regional Education Service Agency • Charlotte, MI • 3d ago

Finance, Accounting & Banking

For information and to Apply {target="_blank" rel="noopener"}

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.