Campus Financial Services Advisor & Member Growth

Desert-Financial-Credit-Unio; Phoenix (AZ); On-site; USD 40,000 - 54,000; Full time

Job summary

Desert-Financial-Credit-Unio seeks a Campus Financial Services Specialist to support ASU Downtown. The role focuses on growing student memberships, delivering in-person service, and advising on products to drive adoption within the university community.

Responsibilities include onboarding new accounts, meeting growth targets, and conducting financial education. Candidates need strong presentation and interpersonal skills, plus CRM and MS Office proficiency.

Qualifications

• High school diploma or GED required.
• Undergraduate degree in Finance or Business preferred.
• At least 1 year of customer service or sales experience or campus involvement required.
• 1 year experience with a financial institution preferred.
• Ability to connect with university populations (students, faculty, staff, parents) required.
• Goal-oriented with strong presentation and interpersonal skills required.
• Proficiency with CRM tools and Microsoft Office required.
• Registration through NMLS and Notary Public required.

Responsibilities

• Provide exceptional in-person service to new and existing members at the on-campus branch.
• Address service inquiries and assist with basic transactions and advisory needs.
• Analyze financial profiles to grow memberships and deepen relationships.
• Onboard new accounts with financial education and recommendations.
• Meet or exceed targets for membership growth and key metrics; track progress in CRM.
• Explain loan requirements and evaluate creditworthiness in line with partnerships.
• Promote products and stay informed on campus trends and compliance.
• Conduct campus presentations and participate in events to promote services.
• Perform daily branch operations and assist with audits and compliance.

Skills

Customer service

Sales

Presentation skills

Interpersonal communication

Financial acumen

Education

High School Diploma or GED

Undergraduate degree in Finance or Business

Tools

CRM tools

Microsoft Office

Job description

Desert-Financial-Credit-Unio seeks a Campus Financial Services Specialist to support ASU Downtown. The role focuses on growing student memberships, delivering in-person service, and advising on products to drive adoption within the university community.

Responsibilities include onboarding new accounts, meeting growth targets, and conducting financial education. Candidates need strong presentation and interpersonal skills, plus CRM and MS Office proficiency.