Campus Financial Services Specialist

Desert Financial Credit Union; Phoenix (AZ); In loco; USD 42.000 - 64.000; Tempo pieno

Descrizione del lavoro

Desert Financial Credit Union seeks a Campus Financial Services Specialist at ASU Downtown to grow student membership and provide on-campus financial guidance. You will deliver in-person service, educate students on products, and foster trusted advisor relationships within the university community.

Responsibilities include onboarding, account optimization, presenting financial wellness topics, and meeting membership targets.

Competenze

• High School Diploma or GED required.
• Undergraduate finance or business degree preferred.
• At least 1 year in customer service or sales experience.
• Notary Public and NMLS registration required.
• Strong presentation, communication, and interpersonal skills.
• Ability to connect with students, faculty, staff and community.

Mansioni

• Provide in-person service to new and existing members at the on-campus branch.
• Grow membership and optimize accounts through consultative analysis of students' financial profiles.
• Develop relationships by understanding campus affiliation and recommending suitable products.
• Conduct onboarding outreach and financial education to maximize credit union membership.
• Meet targets for new memberships and account openings; track progress in CRM.
• Explain loan requirements and assess creditworthiness in line with partner agreements.
• Promote credit union products on campus and participate in events.

Conoscenze

Customer service

Sales

Presentation skills

Interpersonal skills

CRM tools

Microsoft Office

NMLS registration

Notary Public

Formazione

High School Diploma or GED

Undergraduate degree in Finance or Business preferred

Descrizione del lavoro

Campus Financial Services Specialist - ASU Downtown

Job Category: Specialist

Requisition Number: CAMPU009007

• Posted : October 28, 2026
• Full-Time
• On-site

Locations

Showing 1 location

Description

The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students.

What you will do here:

Membership Growth and Account Optimization

Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs.

Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member’s financial well-being, with special awareness of student and campus needs

Conduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts.

Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system.

Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements.

Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance.

Campus and Community Involvement

Develop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations.

Conduct presentations, setup booths at campus events and employ other marketing tactics.

Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events

Financial Wellness Education

Build on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners.

Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services

Branch operation and support

Perform daily opening and closing tasks as scheduled

Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers.

Other duties as assigned.

What you will need:

High School Diploma or GED required.

Currently enrolled in a undergraduate degree program, Finance or Business preferred preferred.

At least 1 year of experience in customer service or sales; or, i nvolvement in campus organizations/groups required.

1 year experience with a financial institution preferred.

Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members required.

Goal-oriented mindset and tenacity to fulfill performance objectives required.

Strong presentation, communication, and interpersonal engagement competencies required.

Professional acumen, ethical conduct and cultural awareness when engaging diverse student communities required.

Demonstrated capability to accurately explain products and services and share their benefits required.

Solid understanding of retail banking landscape and advisory capabilities required.

Comfort with using customer relationship management tools and Microsoft Office suite required.

Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.

Registered and serve as a Notary Public required.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

For additional information about our organization, careers, and benefits visit: http://www.desertfinancial.com/careers.

Qualifications

Education

Required

High School or better.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.