Financial Services Specialist / Teller - Sashabaw/Ortonville Branches

Msu Federal Credit Union • Clarkston, MI

415d • $37,440 - $37,440

About The Position

The Financial Services Specialist role at MSU Federal Credit Union is focused on delivering exceptional member service to enhance member engagement and satisfaction. This position involves providing personalized financial advice, recommending products and services tailored to each member's unique financial situation, and ensuring accurate and efficient transaction processing. The specialist will also be responsible for problem-solving to find optimal solutions for members while managing risks effectively.

Requirements

• High school diploma or GED.
• Strong sales skills with identifiable results.
• Excellent communication skills, both written and verbal.
• Proficiency in member service and critical thinking.
• Ability to multitask and prioritize effectively.
• Attention to detail and error-free typing skills.
• Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred.

Nice To Haves

• Experience in fraud prevention and detection.
• Proficiency in math and analysis skills.
• Ability to work independently and adapt to changing business needs.

Responsibilities

• Provide superior member service by responding to inquiries with urgency and processing transactions accurately.
• Personalize interactions with recommendations of products and services specific to members' unique needs.
• Identify and sell products and services, providing financial education to enhance the member experience.
• Utilize outbound calling and cross-selling tools to develop relationships with current members.
• Mitigate risk by following department and Credit Union procedures to ensure accurate processing of member requests and transactions.
• Manage time effectively and seek opportunities for personal development and knowledge expansion.
• Utilize various communication channels to ensure clear and effective communication within the team and across the Credit Union.
• Promote and guide members in using Credit Union technology to manage their finances with ease.
• Handle escalations with empathy and professionalism, resolving issues to achieve superior service.
• Apply fraud detection strategies to protect members and the Credit Union.
• Complete required departmental activities and trainings to ensure compliance with regulations and policies.
• Adhere to safety and security procedures regarding emergency situations and suspicious activity.
• Meet or exceed established performance metrics contributing to the Credit Union's goals.

Benefits

• Paid parental leave
• Paid holidays
• Disability insurance
• Dental insurance
• Tuition reimbursement
• Paid time off
• Vision insurance
• 401(k) matching
• Volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED