Member-Centric Financial Services Specialist

Michigan State University Federal Credit Union; Ortonville (MI); On-site; USD 40,000 - 45,000; Full time

Benefits offered by this job

Health, Dental, Vision premiums

Life and Long-Term Disability coverage

Paid time off and holidays

Tuition reimbursement

Job summary

MSU Federal Credit Union is seeking a Financial Services Specialist to provide superior, personalized member service onsite at Sashabaw and Ortonville branches. You will review each member’s financial position, recommend tailored solutions, and promote relevant products to improve financial wellbeing.

The role requires a 40-hour week during branch hours, with a rotating Saturday schedule and strong compliance with processes to protect members and the Credit Union. Benefits are included.

Qualifications

• Active listening to assess member needs and tailor financial solutions.
• Cross-selling products while maintaining member trust and satisfaction.
• Accurate processing of transactions with strong risk awareness.

Responsibilities

• Listen to members and analyze their financial position to make tailored recommendations.
• Cross-sell products and services to meet member goals.
• Process transactions accurately and securely across branch systems.
• Monitor for unusual activity and escalate as needed.
• Support branch team and participate in community events.

Skills

Active listening

Cross-selling

Customer service

Financial services

Education

High School (required)

Job description

MSU Federal Credit Union is seeking a Financial Services Specialist to provide superior, personalized member service onsite at Sashabaw and Ortonville branches. You will review each member’s financial position, recommend tailored solutions, and promote relevant products to improve financial wellbeing.

The role requires a 40-hour week during branch hours, with a rotating Saturday schedule and strong compliance with processes to protect members and the Credit Union. Benefits are included.