MSU Federal Credit Union · 1 day ago
Financial Services Specialist / Teller - Division Street Branch (Chicago)
MSU Federal Credit Union is committed to providing superior member experiences, and they are seeking a Financial Services Specialist to enhance member engagement and satisfaction. The role involves delivering personalized service, making product recommendations, and ensuring accurate and efficient transaction processing.
Financial Services
Responsibilities
Provide superior member service by responding to members’ inquiries with urgency, process transactions accurately and with proficiency, 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
Utilize department and Credit Union procedures to mitigate risk, ensuring that member requests and transactions are processed with accuracy, protecting both members and the Credit Union from loss
Manage time effectively while demonstrating initiative within the branch, consistently seeking opportunities for personal development and expanding knowledge to better serve members and the Credit Union
Utilize a variety of communication channels (e.g., in-person, email, team collaboration tools) to ensure clear, effective, and timely communication within the team and across the Credit Union
Actively promote and guide members in using Credit Union technology, enhancing their experience and empowering them to manage their finances with ease and confidence
Demonstrate proficiency in Credit Union product knowledge, services, and fintech partners
Effectively handle escalations by taking ownership, de-escalating concerns with empathy and professionalism, and resolving issues to achieve superior service
Apply fraud detection strategies, taking steps to mitigate risks, protecting members and the Credit Union
Complete required departmental activities and trainings to ensure compliance with state and federal regulations, and Credit Union policies
Adhere to safety and security procedures regarding emergency situations, third party access to secure areas, and promptly communicate suspicious activity to leadership
Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations, adapting to new information, technology platforms, handling ambiguity and adapting to change
Display adaptability and flexibility in meeting business needs based on member volume patterns at a branch or throughout the branch network
Consistently meet or exceed established performance metrics, contributing to the Credit Union’s goals and delivering a high standard of service
Qualification
Required
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
Math and general clerical aptitude
Ability to multitask and prioritize
Reliable and dependable
Error free typing skills with emphasis on accuracy
Preferred
Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred
Benefits
100% Company-Paid Health, Dental, Vision, Life, and Long-Term Disability Premiums
Up to 26 days of PTO within your first year, as well as Volunteer Time Off & 11 Paid Holidays
401(k) with a company match
Tuition Reimbursement
Up to 12 Weeks of Paid Parental Leave
Company
MSU Federal Credit Union
Founded in 1937, MSU Federal Credit Union (MSUFCU) has remained committed to helping members achieve financial success and stability through every stage of life.
Funding
Current Stage
Late StageRecent News
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2025-09-23
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2025-09-19
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