Financial Services Specialist - Charlotte Branch

MSU Federal Credit Union
Any Location, MI
Category Banking
Job Description
The Financial Services Specialist role is responsible for providing superior member experience, delivering personalized service, and making product and service recommendations to increase member engagement and satisfaction. The role involves responding to member requests, recommending additional products and services, and performing tasks with accuracy and efficiency.

Requirements

  • High School Diploma or Equivalent required
  • Follow proper balancing and cash handling procedures
  • Regular and predictable attendance
  • Demonstrate company core values
  • Ability to work scheduled hours including, weekend and overtime, when applicable
  • Receptiveness to accepting and applying feedback
  • Attention to detail
  • Proficiency in member service
  • Excellent listening skills
  • Clear and effective communication skills
  • Professional business etiquette and presentation skills, including maintaining a professional workspace
  • Strong sales skills with identifiable results
  • Critical thinking and problem-solving skills
  • Effective use of fraud detection and prevention techniques
  • Effective written and verbal communication skills
  • Skills in de-escalating and resolving escalating member situations
  • Adaptability and flexibility
  • Analytical skills and the ability to work independently
  • Math and general clerical aptitude
  • Ability to multitask and prioritize
  • Reliable and dependable
  • Error free typing skills with emphasis on accuracy
  • Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred

Benefits

  • 100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
  • Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
  • 401(k) with a company match
  • Tuition Reimbursement
  • Up to 12 Weeks of Paid Parental Leave
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