Branch Financial Wellness Advisor

Michigan State University Federal Credit Union; Ortonville (MI); On-site; USD 20,457 - 29,136; Full time

Benefits offered by this job

100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums

Up to 26 days of PTO

401(k) with a company match

Tuition Reimbursement

Up to 12 Weeks of Paid Parental Leave

Job summary

The Michigan State University Federal Credit Union seeks a Financial Services Specialist to provide superior member experiences and recommendations to enhance financial wellbeing. This role requires working onsite at the Sashabaw and Ortonville Branches, ensuring accurate transaction processing while addressing member needs and promoting Credit Union services.

Successful candidates will have a high school diploma and demonstrate critical competencies in sales, service, and problem-solving. A comprehensive benefits package and the opportunity for professional growth are included.

Qualifications

• Ability to work during branch hours, including Saturdays.
• Proficient in analyzing member financial profiles.
• Experience in problem-solving and member interaction.

Responsibilities

• Provide personalized financial education to enhance member experience.
• Process transactions accurately while adhering to procedures.
• Identify and cross-sell relevant products and services to meet member needs.

Skills

Member Sales

Superior Service

Critical Thinking

Education

High school diploma, GED or equivalent

Job description

The Michigan State University Federal Credit Union seeks a Financial Services Specialist to provide superior member experiences and recommendations to enhance financial wellbeing. This role requires working onsite at the Sashabaw and Ortonville Branches, ensuring accurate transaction processing while addressing member needs and promoting Credit Union services.

Successful candidates will have a high school diploma and demonstrate critical competencies in sales, service, and problem-solving. A comprehensive benefits package and the opportunity for professional growth are included.