Campus Financial Services Specialist

Exciting • Phoenix, AZ

8d • Onsite

About The Position

The Campus Financial Services Specialist grows and retains student membership and expands the credit union’s business within the university community. Using consultative sales techniques, the specialist promotes relevant products and services to students and builds awareness and trusted-advisor relationships through presentations and other campus outreach.

The role provides in-person service at the on-campus branch, including support with basic transactions, account management, and advisory needs. The specialist assesses members’ financial profiles and campus affiliations, makes recommendations intended to support their financial well-being, conducts onboarding outreach, and works toward membership, account-opening, and other performance targets. The position also explains loan requirements and processes and evaluates prospective borrowers’ creditworthiness in compliance with university and credit union partnership agreements.

The specialist promotes the credit union through campus activities, events, presentations, and booths, and delivers financial-wellness education on topics such as financial planning, loans, credit, and budgeting. Branch support includes scheduled opening and closing tasks and participation in audit and compliance activities. Other duties may be assigned.

Requirements

• High school diploma or GED.
• Currently enrolled in an undergraduate degree program; Finance or Business is preferred.
• At least one year of customer service or sales experience, or involvement in campus organizations or groups.
• Ability to connect with and build rapport among university populations, especially students, faculty, parents, staff, and community members.
• Goal-oriented mindset and persistence in meeting performance objectives.
• Strong presentation, communication, and interpersonal engagement skills.
• Professional acumen, ethical conduct, and cultural awareness when engaging diverse student communities.
• Ability to accurately explain products and services and communicate their benefits.
• Solid understanding of the retail banking landscape and advisory capabilities.
• Comfort using customer relationship management tools and Microsoft Office suite.
• Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS).
• Registered and serve as a Notary Public.

Nice To Haves

• Finance or Business undergraduate program.
• One year of experience with a financial institution.
• Certified Financial Counselor.

Responsibilities

• Provide exceptional in-person service to new and existing members visiting the on-campus branch.
• Respond to service inquiries and assist with basic transactions, account management, and advisory needs.
• Analyze members’ financial profiles and campus affiliation, identify solutions, and recommend products and services suited to their needs, with particular awareness of students and the campus community.
• Conduct onboarding outreach for new accounts, providing financial education and recommendations to help members optimize their credit union membership and accounts.
• Meet or exceed targets for new membership growth, account openings, and other key metrics; track progress in the CRM system.
• Explain loan requirements and processes and review and evaluate the creditworthiness of potential borrowers in accordance with university and credit union partnership agreements.
• Stay informed about industry trends, competing campus offerings, the economic landscape, and emerging student needs.
• Follow credit union product, policy, procedure, and regulatory compliance requirements.
• Develop and execute strategies to promote the credit union and its products and services to students and staff on campus and at affiliated locations.
• Conduct presentations, set up booths at campus events, and use other marketing tactics.
• Represent the credit union’s brand values and increase its on-campus visibility by participating in campus activities and sociocultural events.
• Build campus relationships and identify opportunities for credit union involvement in supporting financial well-being for students, faculty, staff, and community partners.
• Conduct educational workshops and events on financial planning, loans, credit, budgeting, and related services.
• Perform scheduled daily opening and closing tasks.
• Participate in audit and compliance activities, including cash orders, maintenance, and balancing; compliance tasks may be assigned on a rotation with peers.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED