Financial Service Specialist

CHAMPION CREDIT UNION•Canton, NC

3d•Onsite

About The Position

The Financial Service Specialist provides exceptional member service across delivery channels, processing requests involving account opening and maintenance, phone inquiries, loan requests, and other credit union products and services. This is a float role that provides coverage at multiple branch locations according to staffing and operational needs, including temporary or short-notice assignments. The position supports branch operations, helps members understand available services, and makes recommendations based on their needs.

Requirements

High school graduate or equivalent.
Regular travel between branch locations is required.
Reliable transportation and the ability to respond to travel needs on short notice or as scheduled.
Strong time management, multitasking, and coordination skills.
Technological proficiency, including confidence using core systems and standard office software.
Ability to collaborate across organizational levels and departments.
Exceptional attention to detail and commitment to operational accuracy.
Clear and effective verbal and written communication.
Ability to build positive relationships and handle member and coworker questions and concerns professionally and promptly.
Flexibility, dependability, and adaptability in a fast-paced environment.
Ability to work independently with minimal supervision.
Strong knowledge of financial products and services.
Strong analytical and decision-making abilities, including the ability to assess situations quickly and remain composed under pressure.
High standards of ethics, integrity, and professionalism.
Ability to sit and/or stand regularly and use hands frequently to operate standard office equipment.
Ability to walk, speak, and hear occasionally; lift and/or move up to 30 pounds occasionally; and meet close-vision and focus-adjustment demands.
Ability to travel and work overtime as needed.

Nice To Haves

Two- or four-year business degree preferred.
Related lending experience preferred.
Notary Public certification may be required based on need.

Responsibilities

Provide coverage across multiple branch locations, including temporary and short-notice assignments.
Take and process account and loan applications.
Prepare accurate, detailed loan recommendation write-ups consistent with credit union policies for the Consumer Credit Department.
Resolve member problems and respond promptly to member requests and questions.
Educate members about credit union services and recommend products based on their needs.
Service requests related to branch operations and perform Member Service Specialist functions as needed.
Complete policy and regulatory documentation thoroughly and accurately.
Comply with BSA, OFAC, Patriot Act, and other applicable state and federal requirements.
Represent the credit union courteously and professionally, welcome members, and maintain effective business relationships.
Promote and cross-sell products and services based on member needs.
Maintain member account privacy and follow operational, security, opening, and closing procedures.
Maintain a clean, secure, and well-kept work area.
Promote a positive team environment and participate in credit union events, promotions, meetings, and required training.
Maintain professional and technical knowledge through educational opportunities.
Perform other duties assigned by the supervisor.