Financial Services Specialist - Auburn Hills​/Oakland Center Branches

Position Summary

The Financial Services Specialist role is responsible for delivering a superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The specialist will deliver personalized service and make product and service recommendations after a thorough review of each member’s unique financial position. Responsibilities include responding to member requests, recommending additional products, elevating the member’s financial wellbeing, and performing tasks with accuracy and efficiency.

The specialist is also responsible for problem‑solving to find optimal solutions for members while mitigating risk to the member and the Credit Union.

This position is scheduled for an onsite presence at the Oakland Center and Auburn Hills Branches.

• Working a standard 40‑hour week during Branch hours of operation
  • Monday – Thursday: 8:45 am – 5:45 pm
  • Friday: 8:00 am – 6:15 pm
  • Rotating Saturdays: 8:45 am – 1:15 pm
• Employees work every other Saturday and receive a consistent day off during the week to offset their hours
• Scheduled hours could change based on business needs and future department growth

An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) 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 $18/hour depending 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.
• Identify and sell products and services, providing 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 processes and procedures, maintaining operational integrity and a high standard of service. Maximize accurate service delivery by effectively transitioning between tasks in a fast‑paced environment.
• Review member transactions, applications, and account activity for red flags such as unusual deposit or withdrawal activity, account access anomalies, and high‑risk application indicators; ask clarifying questions to verify identity and intent; and promptly escalated concerns to the Fraud Department to ensure timely investigation and resolution, protecting both members and the Credit Union.
• Process business account transactions using tools to mitigate risk while ensuring a thorough review of each member’s unique financial position to successfully make product and service recommendations or referrals to business partners.
• Operate within two separate cash drawers on two separate systems while ensuring accuracy and efficient member service, demonstrating proficiency in Credit Union tools and supporting others as needed.
• Promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence.
• Engage in branch, organizational, and self‑paced training to strengthen competencies within the role while building skills and abilities required for future growth and readiness.
• Utilize a thorough review of each member’s unique financial position during transaction processing, onboarding and outbound calling to further develop relationships with members, prospects, and new account applicants, offering products and services with measurable success, identifying and closing deposit…