Member-Centric Financial Services Specialist (Onsite)

MSU Federal Credit Union

Lansing (MI)

On-site

USD 40,000 - 44,000

Full time

2 days ago
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Benefits offered by this job

Health, dental, vision, life and long‑
Term disability premiums
Paid time off: up to 26 days
Volunteer time off
11 paid holidays
401(k) with company match
Tuition reimbursement
Paid parental leave: up to 12 weeks

Job summary

MSU Federal Credit Union is seeking a Financial Services Specialist to deliver personalized service, assess each member’s financial position, and suggest tailored solutions to improve their financial wellbeing. You will engage with members onsite, cross-sell products, and support branch goals while maintaining strong risk controls.

The role emphasizes accurate processing, proactive member education, and collaboration with the Fraud Department to resolve issues, ensuring exceptional service and

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

  • Listen to member needs, analyze financial position, and recommend tailored solutions.
  • Cross-sell products and services to support members’ financial wellbeing.
  • Process transactions accurately and maintain operational integrity.
  • Review transactions for red flags and escalate as needed to Fraud Department.
  • Assist in onboarding new accounts and refer relevant products to members.

Skills

Availability to work hours

Education

High school diploma/GED

Job description

MSU Federal Credit Union is seeking a Financial Services Specialist to deliver personalized service, assess each member’s financial position, and suggest tailored solutions to improve their financial wellbeing. You will engage with members onsite, cross-sell products, and support branch goals while maintaining strong risk controls.

The role emphasizes accurate processing, proactive member education, and collaboration with the Fraud Department to resolve issues, ensuring exceptional service and

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