Campus Financial Services Specialist
4 weeks ago
The Campus Financial Services Specialist is a key role in growing and retaining student membership and expanding overall business growth for the credit union within the university community. This position requires strong presentation abilities, financial acumen, and interpersonal skills to build awareness and develop trusted advisor relationships with students.
Key Responsibilities- Provide exceptional in-person service to new and existing members, addressing service inquiries and providing 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, identifying solutions, and making recommendations that align to enhancing member's financial well-being.
- 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, tracking progress 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 and credit union partnership agreements.
- Remain knowledgeable on industry trends, competitive campus offerings, economic landscape, and emerging student needs, adhering to all credit union products, policies, and procedures, and regulatory compliance.
- High School Diploma or GED required.
- Currently enrolled in an undergraduate degree program, preferred in Finance or Business.
- At least 1 year of experience in customer service or sales preferred.
- 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.
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