Onsite Financial Wellness Advisor

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

Benefits offered by this job

Health insurance

Vision insurance

PTO (paid time off)

Holidays

401(k) match

Tuition Reimbursement

Parental Leave

Job summary

MSU Federal Credit Union in Haslett, MI seeks a Financial Services Specialist to deliver personalized service, analyze members’ financial positions, and recommend tailored solutions while cross-selling products and services. The role emphasizes accurate processing, risk awareness, and strong member engagement within a 40-hour on-site schedule.

Responsibilities include handling member transactions, reviewing accounts for red flags, and collaborating with Fraud and business-partner teams to

Qualifications

• High school diploma or equivalent.
• Availability to work during branch hours, including Saturdays.
• Willingness to support other locations across the branch network.

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 successfully cross‑selling complimentary products and services that meet their needs.
• Identify and sell products and services, provide personalized financial education to enhance member experience, and achieve individual and departmental goals.
• Ensure accurate processing of member transactions in alignment with department and Credit Union processes and procedures, maintaining operational integrity and a high standard of service. Maximize accurate service delivery by effectively transitioning between tasks in a fast‑paced environment.
• Review member transactions, applications, and account activity for red flags; ask clarifying questions to verify identity and intent; escalate concerns to Fraud Department for timely investigation and resolution.
• Process business account transactions using tools to mitigate risk while ensuring a thorough review of each member’s unique financial position to successfully make product and service recommendations or referrals to business partners.

Skills

Member Sales

Superior Service

Product Knowledge

Procedures Adherence

Initiative

Conflict Resolution

Systems Knowledge

Critical Thinking

Mentorship

Self Awareness

Creativity

Education

High school diploma or equivalent

Job description

MSU Federal Credit Union in Haslett, MI seeks a Financial Services Specialist to deliver personalized service, analyze members’ financial positions, and recommend tailored solutions while cross-selling products and services. The role emphasizes accurate processing, risk awareness, and strong member engagement within a 40-hour on-site schedule.

Responsibilities include handling member transactions, reviewing accounts for red flags, and collaborating with Fraud and business-partner teams to