Member Financial Specialist

Welcome to UNIFY Financial Credit Union’s Career Portal

UNIFY offers a wide selection of financial products and services to assist in making the important financial decisions our members face throughout life’s many different stages. UNIFY also provides a better banking experience with robust online banking tools. Accessibility and member satisfaction are our focus via our 24/7 U.S.

-based Contact Center or one of our nationwide branches.

UNIFY doesn’t stop at great member service and financial products, we are also a GREAT company to work for! We have opportunities nationwide offering competitive salaries. We believe our team members are our best asset, so we take care of our team with a generous benefits package including: education reimbursement, 401k plan with an employer match, medical, dental and vision insurance.

At UNIFY, you will advance your career with one of the nation’s largest 100 credit unions, with a reputation for being financially sound and growth-oriented. Apply today!

Already a UNIFY Team Member?

Apply with your UNIFY email to be tagged as an internal employee.

you’ll help UNIFY’s credit union members safeguard their assets!

At UNIFY, you matter and are supported, because your success is integral in the overall success of the team and experience of our members.

Our members are the priority. As a Credit Union we are not driven by profit margins and stock prices (like other financial institutions…).

We are all about making sure that our members get the knowledge and assistance they need. The Member Financial Specialists work directly with members to do just that!

Daily, you will

• Listen to understand members’ needs.
• Resolve member issues regarding their existing financial products (checking, savings, credit cards, loans, etc.).
• Provide solutions based on training and available resources.
• Build upon concepts and become a trusted expert.
• Have passion to help and compassion to understand.
• Work in various platforms within the branch.

• Competitive pay:
  Base wage starts at $25 per hour
  .
• A clearly defined career path with promotion opportunities based on your performance.
• Three weeks of job-preparedness training
• A leadership team committed to motivation and a positive environment.
• A culture of inclusivity, belonging and fairness
• Health benefits, PTO, tuition reimbursement, 401K, and health and wellness incentives
• What we need from you:
• Passion for helping people and an empathetic ear to our member’s needs.
• Thirst for knowledge and desire to grow.
• Ability to build relationships with credit union members and teammates.
• Willingness to make outbound follow-up calls to credit union members.
• Ability to change in daily tasks, procedures, and workspace.
• High school diploma or equivalent
• Computer experience, including ability to type documentation while listening and engaging.

____________________________________________________________________

UNIFY Financial Credit Union is one of the nation’s largest 100 credit unions with a reputation for being financially sound and growth-oriented. We’re expanding rapidly to meet the needs of a growing member base. At UNIFY, our team members work together to strive toward a common goal, “providing superior service to our members.” In doing so, we promote a culture where your ideas matter, your growth matters, and you matter.

We encourage all team members to challenge and encourage themselves and their teammates to work smarter and to be more successful.

The Member Financial Specialist is a key branch team member that will perform both service and sales activities.

MFS’s will identify opportunities and take actions to expand our memberships, shares and consumer loan growth, through outbound calling, profiling members and generating internal referrals. MFS’s will also enhance existing relationships with credit union members in the branch by identifying financial needs and recommending convenient, efficient, and thoughtful financial solutions. This role will assist our members with all products, including Consumer and Real Estate loans, general inquiries, recommending self-service technologies, and processing…