Campus Financial Services Specialist - ASU
Listed on 2026-09-18
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Finance & Banking
Campus Financial Services Specialist - ASU Downtown
Job Category: Specialist
Requisition Number: CAMPU
008788
- Posted :
July 31, 2026 - Full-Time
Showing 1 location
DescriptionThe Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students.
Whatyou will do here:
Membership Growth and Account Optimization
Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs.
Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member’s financial well-being, with special awareness of student and campus needsConduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts.
Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system.
Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements.
Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance.
Campus and Community InvolvementDevelop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations.
Conduct presentations, setup booths at campus events and employ other marketing tactics.
Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events
Financial Wellness EducationBuild on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners.
Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services
Branch operation and supportPerform daily opening and closing tasks as scheduled
Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers.
Other duties as assigned.
What you will need:- High School Diploma or GED required.
- Currently enrolled in a undergraduate degree program, Finance or Business preferred preferred.
- At least 1 year of experience in customer service or sales; or, i nvolvement in campus organizations/groups required.
- 1 year experience with a financial institution preferred.
- Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members required.
- Goal-oriented mindset and tenacity to fulfill performance objectives required.
- Strong presentation, communication, and interpersonal engagement competencies require…
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