Member Experience Financial Advisor

Michigan State University Federal Credit Union; Chicago (IL); On-site; USD 28,000 - 32,000; Full time

Benefits offered by this job

Company-paid health premiums

Dental & Vision coverage

401(k) with company match

Tuition reimbursement

Paid parental leave

Job summary

MSU Federal Credit Union seeks a Financial Services Specialist to deliver personalized member experiences and guide financial decisions. You will analyze members' profiles, recommend products, and process transactions accurately across two cash drawers and two systems.

The role emphasizes risk-aware, compliant service and opportunities to educate members on digital banking tools while supporting branch goals and community engagement.

Qualifications

• High school diploma or equivalent required.
• Availability to work Saturdays and across branch locations.

Responsibilities

• Actively listen to member needs and analyze their financial profile.
• Sell and recommend products/services to meet member goals.
• Process member transactions accurately and efficiently.
• Review accounts for risk, escalate as needed to Fraud Department.
• Assist members with banking technology and digital tools.
• Engage in community events to build relationships.

Skills

Active listening

Cross-selling

Financial analysis

Customer service

Risk awareness

Education

High School Diploma

Job description

MSU Federal Credit Union seeks a Financial Services Specialist to deliver personalized member experiences and guide financial decisions. You will analyze members' profiles, recommend products, and process transactions accurately across two cash drawers and two systems.

The role emphasizes risk-aware, compliant service and opportunities to educate members on digital banking tools while supporting branch goals and community engagement.