Campus Financial Services Advisor

Desert Financial Credit Union; Flagstaff (AZ); On-site; USD 38,000 - 52,000; Full time

Job summary

Desert Financial Credit Union seeks a Campus Financial Services Specialist to grow student membership and expand business on campus. You will use consultative sales to promote products and build trusted advisor relationships with students, faculty, staff and related campus partners.

You will lead outreach, host educational workshops, conduct on-campus events, and support branch operations while maintaining high service standards and regulatory compliance.

Qualifications

• High School Diploma or GED required.
• Currently enrolled in an undergraduate degree program, Finance or Business preferred.
• At least 1 year of experience in customer service or sales; or involvement in campus organizations/groups.
• 1 Year Experience With a Financial Institution Preferred.
• Demonstrated ability to connect with university populations (students, faculty, staff) required.
• Goal-oriented mindset and tenacity to meet performance objectives required.
• Strong presentation, communication, and interpersonal engagement competencies required.
• Professional acumen and ethical conduct when engaging diverse student communities required.
• Ability to explain products and services and their benefits clearly required.
• Retail banking understanding and advisory capabilities required.
• Proficiency with CRM tools and Microsoft Office required.
• NMLS registration and Notary Public notary duties required.
• Certified Financial Counselor preferred.

Responsibilities

• Provide exceptional in-person service to members at the on-campus branch.
• Build and deepen member relationships through consultative analysis of financial profiles.
• Conduct onboarding outreach for new accounts with financial education and recommendations.
• Meet/exceed targets for membership growth and account openings; track progress in CRM.
• Explain loan requirements and assess borrower creditworthiness in compliance with partnerships.
• Stay informed about industry trends, campus offerings, and regulatory requirements.
• Promote credit union products and services to students and campus staff.
• Develop strategies for promoting the credit union on campus and at affiliated locations.
• Represent the brand at campus events and activities.
• Perform daily opening/closing tasks and assist with audits and compliance tasks.

Skills

Customer service

Sales

Presentation

Interpersonal skills

CRM usage

Microsoft Office

Notary Public

NMLS registration

Education

High School Diploma or GED

Undergraduate degree program preferred (Finance/Business)

Tools

CRM system

Microsoft Office suite

Job description

Desert Financial Credit Union seeks a Campus Financial Services Specialist to grow student membership and expand business on campus. You will use consultative sales to promote products and build trusted advisor relationships with students, faculty, staff and related campus partners.

You will lead outreach, host educational workshops, conduct on-campus events, and support branch operations while maintaining high service standards and regulatory compliance.