Part Time Campus Financial Services Specialist-NAU

Desert Financial Credit Union; Flagstaff (AZ); On-site; USD 42,000 - 52,000; Full time

Job summary

Desert Financial Credit Union in Flagstaff is seeking a Campus Financial Services Specialist to grow student membership and drive campus-based growth. You will apply consultative sales techniques to promote products and services to students, faculty, and staff, delivering exceptional in-person service and financial education.

The role emphasizes relationship-building, CRM-enabled tracking of goals, and collaboration with campus partners to expand outreach and community involvement while

Qualifications

• High School Diploma or GED is required.
• Currently enrolled in an undergraduate degree program in Finance or Business is preferred.
• At least 1 year of experience in customer service or sales is required.
• 1 year of experience with a financial institution is preferred.
• Demonstrated ability to connect and build rapport with university populations is required.
• Strong presentation, communication, and interpersonal skills are required.
• Notary Public and NMLS registration are required.

Responsibilities

• Provide exceptional in-person service to new and existing members at the on-campus branch.
• Build and deepen member relationships through consultative analysis of financial profile and campus affiliation status.
• Conduct onboarding outreach for new accounts with financial education recommendations.
• Meet or exceed targets for new membership growth and account openings; track progress using CRM.
• Explain loan requirements and assess creditworthiness in line with university and credit union policies.
• Promote credit union products and services to students and staff on campus; participate in campus events.
• Perform daily branch tasks and assist with audits and compliance as needed.

Skills

Customer service

Sales

Presentation skills

Interpersonal engagement

Financial acumen

Education

High School Diploma or GED

Undergraduate degree in Finance or Business preferred

Notary Public

Tools

CRM software

Microsoft Office

Job description

The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students.

Membership Growth and Account Optimization

• Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs.
• Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member’s financial well-being, with special awareness of student and campus needs
• Conduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts.
• Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system.
• Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements.
• Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance.

Campus and Community Involvement

• Develop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations.
• Conduct presentations, setup booths at campus events and employ other marketing tactics.
• Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events

Financial Wellness Education

• Build on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners.
• Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services

Branch operation and support

• Perform daily opening and closing tasks as scheduled
• Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers.
• Other duties as assigned.

What you will need:

• High School Diploma or GED required.
• Currently enrolled in a undergraduate degree program, Finance or Business preferred preferred.
• At least 1 year of experience in customer service or sales; or, involvement in campus organizations/groups required.
• 1 Year Experience With a Financial Institution Preferred.
• Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members required.
• Goal-oriented mindset and tenacity to fulfill performance objectives required.
• Strong presentation, communication, and interpersonal engagement competencies required.
• Professional acumen, ethical conduct and cultural awareness when engaging diverse student communities required.
• Demonstrated capability to accurately explain products and services and share their benefits required.
• Solid understanding of retail banking landscape and advisory capabilities required.
• Comfort with using customer relationship management tools and Microsoft Office suite required.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS) required.
• Registered and serve as a Notary Public required.
• Certified Financial Counselor preferred.

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.