Member-Centric Financial Services Specialist

Michigan State University Federal Credit Union; Michigan; On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Health, dental, vision, life, and LTD

PTO and holidays

401(k) with company match

Tuition reimbursement

Parental leave

Job summary

Michigan State University Federal Credit Union is seeking a Financial Services Specialist at the Kentwood branch to deliver personalized service, assess each member's financial position, and recommend tailored solutions that enhance their financial wellbeing.

You will respond to member requests, cross-sell appropriate products, process transactions accurately, and maintain strong risk controls while contributing to branch growth and a superior member experience.

Qualifications

• High school diploma, GED or equivalent.
• Availability to work during branch hours, including Saturdays, and to support other locations to meet needs across the branch network.

Responsibilities

• Actively listen to uncover each member's stated and unstated financial needs, conduct a comprehensive analysis of their financial profile, and recommend tailored solutions that support their long-term financial well-being, while successfully cross-selling complimentary products and services that meet their needs.
• Identify and sell products and services, provide personalized financial education to enhance member experience, and achieve individual and departmental goals.
• Ensure accurate processing of member transactions in alignment with department and Credit Union processes and procedures, maintaining operational integrity and a high standard of service.
• Review member transactions, applications, and account activity for red flags such as unusual deposit or withdrawal activity, account access anomalies, and high-risk application indicators; ask clarifying questions to verify identity and intent; and promptly escalation concerns to the Fraud Department to ensure timely investigation and resolution, protecting both members and the Credit Union.

Education

High school diploma or equivalent

Job description

Michigan State University Federal Credit Union is seeking a Financial Services Specialist at the Kentwood branch to deliver personalized service, assess each member's financial position, and recommend tailored solutions that enhance their financial wellbeing.

You will respond to member requests, cross-sell appropriate products, process transactions accurately, and maintain strong risk controls while contributing to branch growth and a superior member experience.