Campus Financial Services Specialist - ASU Downtown

Desert Financial Credit Union•Phoenix, AZ

5d•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, builds awareness, and develops trusted-advisor relationships. The role requires strong presentation abilities, financial acumen, and interpersonal skills. The specialist provides in-person service at the on-campus branch, supports members with basic transactions and account management, and analyzes members’ financial profiles and campus affiliations to recommend solutions. The role also includes account onboarding, meeting membership and account-opening goals, explaining loan requirements and evaluating borrower creditworthiness, and maintaining knowledge of products, policies, industry trends, and compliance requirements. The specialist promotes the credit union through campus outreach, presentations, event booths, and participation in campus activities. They build relationships and deliver financial-wellness workshops for students, faculty, staff, and community members. Branch support includes scheduled opening and closing tasks and participation in audit and compliance activities.

Requirements

High school diploma or GED.
Currently enrolled in an undergraduate degree program; Finance or Business 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 with university populations, especially students, faculty, parents, staff, and community members.
Goal-oriented mindset and tenacity to fulfill 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 able to serve as a Notary Public.

Nice To Haves

Finance or Business field of study.
One year of experience with a financial institution.
Certified Financial Counselor.

Responsibilities

Provide in-person service and support to new and existing members visiting the on-campus branch, including assistance with basic transactions, account management, and advisory needs.
Analyze members’ financial profiles and campus affiliation to identify solutions and recommend services that support their financial well-being.
Conduct onboarding outreach for new accounts, providing financial education and recommendations to help members optimize their accounts and credit union membership.
Meet or exceed targets for membership growth, account openings, and other key metrics; track progress using the CRM system.
Explain loan requirements and processes and review and evaluate potential borrowers’ creditworthiness in compliance with university and credit union partnership agreements.
Keep informed about industry trends, competitive campus offerings, economic conditions, and emerging student needs; follow product, policy, procedure, and regulatory 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 campus visibility through participation in campus activities and sociocultural events.
Build on-campus relationships and identify opportunities for credit union involvement in supporting financial well-being.
Conduct educational workshops and events on topics such as financial planning, loans, credit, and budgeting for students, faculty, staff, and community members.
Perform scheduled daily branch opening and closing tasks.
Participate in audit and compliance tasks, including cash orders, maintenance, and balancing; compliance tasks may be assigned on a rotation with peers.
Perform other duties as assigned.