Campus Financial Services Specialist - ASU Downtown

Desert Financial Credit Union; Phoenix (AZ); On-site; USD 38,000 - 60,000; Full time

Job summary

Desert Financial Credit Union seeks a Campus Financial Services Specialist to grow student membership and expand campus partnerships while delivering personalized service and financial guidance. The role emphasizes consultative selling, relationship-building, and educational outreach within a university setting.

The ideal candidate engages students, faculty, and staff, demonstrates strong presentation and interpersonal skills, and partners with campus programs to promote credit union products

Qualifications

• High School Diploma or GED required or equivalent.

Responsibilities

• Provide exceptional in-person service to members visiting the on-campus branch and assist with basic transactions and advisory needs.

Skills

Consultative sales

Customer service

Presentation skills

Interpersonal skills

Financial acumen

Relationship building

CRM proficiency

Notary Public

MS Office

NMLS knowledge

Education

High School Diploma or GED

Undergraduate degree program enrolled (Finance or Business preferred)

Tools

CRM system

Microsoft Office

Job 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.

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, involvement 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.
• Certified Financial Counselor preferred.

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.