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Campus Financial Services Specialist

3 months ago

Tempe, United States Desert Financial Credit Union Full time

The Campus Financial Services Specialist employs innovative strategies to grow and retain student membership and expanding overall business growth for the credit union within the university community. Leveraging consultative sales techniques, the Campus Financial Services Specialist promotes relevant products and services to the student demographic to drive adoption and usage. This outward-facing role requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness as well as develop trusted advisor relationships with students.

**What you will do here**:
Membership Growth and Account Optimization

Provide exceptional in-person service to new and existing members when they visit the on-campus branch. Address service inquiries and provide support regarding basic transactions, account management, and other advisory needs.

Build, maintain and deepen member relationships by thorough consultative analysis of their financial profile and campus affiliation status (student, faculty, staff), identifying solutions, and making recommendations that align to enhancing member’s financial well-being, with special awareness of student and campus needs

Conduct onboarding outreach for new accounts to provide financial education and recommendations to fully optimize their credit union membership and accounts.

Meet or exceed targets for new membership growth, account openings and other key metrics. Track progress of goals using the CRM system.

Explain loan requirements and processes to borrowers, including full review and evaluation of creditworthiness of potential borrowers while in compliance with university & credit union partnership agreements.

Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs. Adhere to all credit union products, policies, and procedures and regulatory compliance.

Campus and Community Involvement

Develop and execute strategies for promoting the credit union and its products/services to students and staff on campus and affiliated locations.

Conduct presentations, setup booths at campus events and employ other marketing tactics.

Represent brand values and enhance on-campus visibility through participation in campus activities and sociocultural events

Financial Wellness Education

Build on-campus relationships and identify opportunities for credit union involvement to support financial well-being for students, faculty, staff, and surrounding community partners.

Conduct educational workshops and events to advise students, faculty, staff, and community members on topics like financial planning, loans, credit, budgeting, and related services

Branch operation and support

Perform daily opening and closing tasks as scheduled

Participate in audit and compliance tasks (such as cash orders, maintenance, and balancing). May be assigned compliance tasks on a rotation basis with other peers.

Other duties as assigned.

**What you will need**:
High School Diploma or GED **required.**

At least 1 year of experience in customer service or sales **preferred.**

Education (undergraduate coursework in finance or business), and involvement in campus organizations/groups** required.**

1 year experience with a financial institution **preferred.**

Demonstrated ability to connect and build rapport with university populations, especially students, faculty, parents, staff and community members** required.**

Goal-oriented mindset and tenacity to fulfill performance objectives** required.**

Strong presentation, communication, and interpersonal engagement competencies** required.**

Professional acumen, ethical conduct and cultural awareness when engaging diverse student communities** required.**

Demonstrated capability to accurately explain products and services and share their benefits** required.**

Solid understanding of retail banking landscape and advisory capabilities** required.**

Comfort with using customer relationship management tools and Microsoft Office suite** required.**

Ability to be registered through the Nationwide Mortgage Lending System and Registry (NMLS)** required.**

Registered and serve as a Notary Public **required.**

Certified Financial Counselor **preferred.**

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.