Financial Services Specialist​/Teller - Algonquin Branch

Position Summary

The Financial Services Specialist is responsible for delivering exceptional member service while driving sales and deepening relationships. This role combines accurate and efficient transaction processing and account opening; providing personalized financial guidance in all branch interactions while also leveraging member outreach to identify and communication opportunities and successfully sell Credit Union products and services to achieve goals. It requires strong communication, relationship‑building, and time management skills, along with a commitment to risk mitigation, fraud prevention, and adherence to operational procedures.

As expertise grows, the role expands to supporting business services and serving advanced member interactions employing consistent and thorough financial analysis, leading training and service‑improvement initiatives, and supporting peers in the absence of leadership.

The Financial Services Specialist is responsible for delivering exceptional member service while driving sales and deepening relationships. This role combines accurate and efficient transaction processing and account opening; providing personalized financial guidance in all branch interactions while also leveraging member outreach to identify and communication opportunities and successfully sell Credit Union products and services to achieve goals. It requires strong communication, relationship‑building, and time management skills, along with a commitment to risk mitigation, fraud prevention, and adherence to operational procedures.

As expertise grows, the role expands to supporting business services and serving advanced member interactions employing consistent and thorough financial analysis, leading training and service‑improvement initiatives, and supporting peers in the absence of leadership.

This position is scheduled for an onsite presence at the Algonquin Rd. Branch (IL).

• This position requires working a standard 40 hour week during Branch hours of operations
  • Monday
    - Wednesday 8:30am - 5:30pm
  • Thursday 8am - 5:30pm
  • Friday 8:30am - 6:00pm
  • Saturdays 8:30am - 1:00pm
  • Employees work Saturdays with one Saturday off every month. They receive a consistent day off during the week to offset their Saturday hours.
• Scheduled hours could change based on business need and future department growth.

An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite/hybrid/remote) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment.

• Starting at $20/hour dependent on experience
• 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
• Learn more about our benefits here

• Actively listen to uncover each member’s stated and unstated financial needs, conduct a comprehensive analysis of their financial profile, and recommend tailored solutions that support their long‑term financial well‑being, while successfully cross‑selling complimentary products and services that meet their needs.
• Identify and sell products and services, provide personalized financial education to enhance member experience, and achieve individual and departmental goals.
• Ensure accurate processing of member transactions in alignment with department and Credit Union…