Demo

Personalized Financial Service Specialist

MSUFCU
Algonquin, IL Full Time
POSTED ON 1/30/2025
AVAILABLE BEFORE 2/28/2025

Job Summary

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We are seeking a highly motivated and customer-focused Financial Services Specialist to join our team. As a Financial Services Specialist, you will be responsible for delivering exceptional member service, selling and cross-selling products and services, and maintaining operational excellence. If you possess a strong work ethic, excellent communication skills, and a passion for helping others, we encourage you to apply for this exciting opportunity.

Key Accountabilities

  • Respond to member inquiries with urgency, process transactions accurately, and personalize interactions.
  • Sell and cross-sell products and services, providing financial education to enhance the member experience.
  • Utilize outbound calling and cross-selling tools to develop relationships with current members.

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