Member-First Financial Services Specialist

MSU Federal Credit Union; Detroit (MI); On-site; USD 23,000 - 32,000; Full time

Benefits offered by this job

Health, Dental, Vision, Life, and Long

Company-paid premiums

PTO 26 days + holidays

401(k) with company match

Tuition reimbursement

Parental leave

Job summary

MSU Federal Credit Union is hiring a Financial Services Specialist to deliver superior member experiences at our local branches in Michigan. You will review each member’s financial position, propose tailored solutions, and cross-sell products and services to enhance financial wellbeing.

The role requires strong service orientation, meticulous processing, and the ability to work Saturdays and branch hours. Onsite employment offers comprehensive health and retirement benefits and opportunities for

Qualifications

• High school diploma, GED or equivalent.
• Availability to work during branch hours, including Saturdays.

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 cross-selling complimentary products and services.
• Identify and sell products and services, provide personalized financial education to enhance member experience, and achieve goals.
• Ensure accurate processing of member transactions in alignment with department and Credit Union processes and procedures.
• Review member transactions, applications, and account activity for red flags and escalate to Fraud Department as needed.
• Process business account transactions using tools to mitigate risk while reviewing each member’s financial position.
• Operate within two cash drawers on two systems while ensuring accuracy and service.
• Promote and guide members in using Credit Union technology.
• Engage in branch and self-paced training for growth.
• Engage with members through community events to build relationships.

Skills

Active listening

Cross-selling

Customer service

Financial analysis

Education

High school diploma or equivalent

Job description

MSU Federal Credit Union is hiring a Financial Services Specialist to deliver superior member experiences at our local branches in Michigan. You will review each member’s financial position, propose tailored solutions, and cross-sell products and services to enhance financial wellbeing.

The role requires strong service orientation, meticulous processing, and the ability to work Saturdays and branch hours. Onsite employment offers comprehensive health and retirement benefits and opportunities for