Financial Services Specialist - East Lansing and Union Branches

Job Summary

Required Qualifications

• •High school diploma, GED or equivalent
• •Availability to work during branch hours, including Saturdays
• •Ability to work onsite at the East Lansing and Union Branches
• •Ability to work onsite at the employee's assigned location for all scheduled shifts
• •Ability to move equipment or materials weighing up to 25 pounds within the building
• •Ability to occasionally move equipment or materials exceeding 25 pounds within the building
• •Knowledge of relevant external and internal policy and compliance procedures
• •Knowledge of products, services, and relevant details offered or supported within the position
• •Demonstrated ability to Communicate
• •Demonstrated ability to Navigate Change & Evolve
• •Demonstrated ability to Solve Problems & Make Decisions
• •Demonstrated ability to Plan, Prioritize, and Achieve
• •Demonstrated ability to Collaborate
• •Demonstrated ability to effectively leverages opportunities and generates leads to cross-sell products and services with integrity
• •Demonstrated ability to prioritize and act on the needs of members and employees
• •Demonstrated ability to set the tone and establish rapport
• •Demonstrated ability to acknowledge and clarify while committing and providing guidance
• •Demonstrated ability to summarize and close the interaction positively
• •Demonstrated knowledge of specific Credit Union programs and applications
• •Demonstrated ability to successfully navigate these systems
• •Demonstrated ability to take outside knowledge into account while evaluating information
• •Demonstrated ability to help others build awareness, confidence, and resources necessary to fulfill their potential
• •Demonstrated ability to self-reflect on behavior and how emotions affect others
• •Demonstrated ability to situationally modify behavior to improve outcomes and build relationships
• •Demonstrated ability to think beyond the confines of traditional models to recognize opportunities and identify new and better processes
• •Demonstrated ability to encourage experimentation and accept failure as a driver of innovation
• •Ability to effectively transition between tasks in a fast-paced environment
• •Ability to identify and sell products and services
• •Ability to provide personalized financial education to enhance member experience
• •Ability to achieve individual and departmental goals
• •Ability to ensure accurate processing of member transactions in alignment with department and Credit Union processes and procedures
• •Ability to maintain operational integrity and a high standard of service
• •Ability to review member transactions, applications, and account activity for red flags such as unusual deposit or withdrawal activity, account access anomalies, and high-risk application indicators
• •Ability to ask clarifying questions to verify identity and intent
• •Ability to promptly escalate concerns to the Fraud Department to ensure timely investigation and resolution
• •Ability to protect both members and the Credit Union
• •Ability to process business account transactions using tools to mitigate risk
• •Ability to ensure a thorough review of each member's unique financial position
• •Ability to successfully make product and service recommendations or referrals to business partners
• •Ability to operate within two separate cash drawers on two separate systems
• •Ability to demonstrate proficiency in Credit Union tools
• •Ability to promote and guide members in using Credit Union technology
• •Ability to enhance their experience and empower them to manage their finances with ease and confidence
• •Ability to engage in branch, organizational, and self-paced training
• •Ability to strengthen competencies within the role
• •Ability to build skills and abilities required for future growth and readiness
• •Ability to utilize thorough review of each member's unique financial position during transaction processing, onboarding and outbound calling
• •Ability to further develop relationships with members, prospects, and new account applicants
• •Ability to offer products and services with measurable success
• •Ability to identify and closing deposit opportunities
• •Ability to refer loan and digital products
• •Ability to engage with members and prospective members through community events
• •Ability to build relationships and grow the branch
• •Ability to support cross-departmental operational needs
• •Ability to perform designated tasks to enhance efficiency
• •Ability to maintain productivity
• •Ability to contribute to service and growth across the Credit Union
• •Ability to mitigate risk to the member and Credit Union
• •Ability to find the optimal solution for the member
• •Ability to deliver personalized service
• •Ability to make product and service recommendations after a thorough review of each member's unique financial position
• •Ability to respond to member requests
• •Ability to recommend additional products and services that elevate the member's financial wellbeing
• •Ability to perform these tasks with accuracy and efficiency
• •Ability to problem solve
• •Ability to provide superior member experience that leads to increased member engagement and satisfaction with the Credit Union