What are the responsibilities and job description for the Financial Services Specialist position at MSUFCU?
The Financial Services Specialist role is responsible for delivering exceptional member experience, leading to increased engagement and satisfaction with the Credit Union. This specialist will provide personalized service, making product and service recommendations after a thorough review of each member's unique financial position.
Key Responsibilities:
- Provide superior member service by responding to members' inquiries with urgency, processing transactions accurately and with proficiency, and personalizing interactions with recommendations of products and services specific to members' unique needs.
- Identify and sell products and services, provide financial education to enhance the member experience, and achieve individual and departmental goals.
- Utilize outbound calling and cross-selling tools to further develop relationships with current members.
- Mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss.
Requirements:
- High School Diploma or Equivalent required.
- Follow proper balancing and cash handling procedures.
- Regular and predictable attendance.
- Demonstrate company core values.
- Ability to work scheduled hours including, weekend and overtime, when applicable.
- Receptiveness to accepting and applying feedback.
- Attention to detail.
- Proficiency in member service.
- Excellent listening skills.
- Clear and effective communication skills.
- Professional business etiquette and presentation skills, including maintaining a professional workspace.
- Strong sales skills with identifiable results.
- Critical thinking and problem-solving skills.
- Effective use of fraud detection and prevention techniques.
- Effective written and verbal communication skills.
- Skills in de-escalating and resolving escalating member situations.
- Adaptability and flexibility.
- Analytical skills and the ability to work independently.
- Ability to multitask and prioritize.
- Reliable and dependable.
- Error-free typing skills with emphasis on accuracy.
- Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred.
