Financial Services SpecialistCharlotte Branch

Michigan State University Federal Credit Union • Charlotte, MI • 2h 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 Charlotte 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 $20/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 Actively listen to uncover each member's stated and unstated financial needs, conduct a comprehensive analysis of their financial profile, and recommend tailored solutions that support their long-term financial well-being, while successfully cross-selling complimentary products and services that meet their needs. Identify and sell products and services, provide personalized financial education to enhance member experience, and achieve individual and departmental goals. Ensure accurate processing of member transactions in alignment with department and Credit Union processes and procedures, maintaining operational integrity and a high standard of service. Maximize accurate service delivery by effectively transitioning between tasks in a fastpaced environment. Review member transactions, applications, and account activity for red flags such as unusual deposit or withdrawal activity, account access anomalies, and high-risk application indicators; ask clarifying questions to verify identity and intent; and promptly escalate concerns to the Fraud Department to ensure timely investigation and resolution, protecting both members and the Credit Union. Process business account transactions using tools to mitigate risk while ensuring a thorough review of each member's unique financial position to successfully make product and service recommendations or referrals to business partners. Operate within two separate cash drawers on two separate systems while ensuring accuracy and efficient member service, demonstrating proficiency in Credit Union tools and supporting others as needed. Promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence. Engage in branch, organizational, and se

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