What are the responsibilities and job description for the Financial Services Associate position at MSUFCU?
About the Role
">This position offers a unique opportunity to provide exceptional member service and play a key role in driving business growth. As a Financial Services Specialist, you will be responsible for delivering personalized financial solutions to our members, ensuring their needs are met, and exceeding their expectations.
Key Responsibilities
- Superior Member Service: Respond to members' inquiries with urgency, process transactions accurately, and personalize interactions with recommendations of products and services specific to their unique needs.
- Sales and Cross-Selling: Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
- Operational Excellence: Utilize outbound calling and cross-selling tools to further develop relationships with current members, while maintaining accurate records and adhering to department and Credit Union procedures.
