Member-Centric Financial Services Specialist – Teller

MSU Federal Credit Union

Algonquin (IL)

On-site

USD 28,000 - 32,000

Full time

2 days ago
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Life insurance
Long-Term Disability
Paid time off
Paid holidays
401(k) with company match
Tuition Reimbursement
Paid Parental Leave

Job summary

MSU Federal Credit Union in Algonquin, IL is hiring a Financial Services Specialist. The role blends accurate transaction processing, account opening, and personalized financial guidance across branch interactions.

With strong communication and relationship-building skills, you will drive sales while managing risk and following procedures. The job includes growth opportunities and supporting peers in leadership's absence.

Qualifications

  • Experience in cross-selling products and services to members.
  • Strong customer service and relationship-building abilities.
  • Ability to analyze member needs and provide timely financial guidance.

Responsibilities

  • Actively listen to uncover member financial needs and recommend tailored solutions.
  • Identify and sell products/services; provide personalized financial education.
  • Process member transactions accurately and maintain operational integrity.
  • Review transactions and identify red flags; escalate fraud concerns to the Fraud Department.
  • Process business account transactions with risk mitigation and referrals to partners.
  • Operate two cash drawers across separate systems and support team as needed.
  • Promote Credit Union technology to empower members.
  • Participate in training and service-improvement initiatives.
  • Engage with members through events to build relationships and growth.
  • Support cross-departmental tasks to improve efficiency and productivity.

Skills

Member Sales
Superior Service
Product Knowledge
Adherence to Procedures

Education

High school diploma, GED or equivalent

Job description

MSU Federal Credit Union in Algonquin, IL is hiring a Financial Services Specialist. The role blends accurate transaction processing, account opening, and personalized financial guidance across branch interactions.

With strong communication and relationship-building skills, you will drive sales while managing risk and following procedures. The job includes growth opportunities and supporting peers in leadership's absence.

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