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Financial Specialist (Branch)

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Mississippi Federal Credit UnionJackson, MS
Full-time
  • Job DescriptionPOSITION PURPOSEMississippi Federal Credit Union is looking for qualified and talented individuals to join the Financial Specialist team.
  • The ideal candidate for this position is motivated, agile, service focused, thrives in a dynamic team environment, an effective listener and communicator, detail oriented, and able to trouble shoot effectively.
  • The Financial Specialist is responsible for assisting new and existing members, on the phone or face-to-face, with a variety of transactions including withdrawals, deposits, payments, opening accounts, loan applications, renewing certificate accounts, and researching account inquiries.
  • The Financial Specialist listens effectively to the member, performs transactions accurately, answers questions regarding MSFCU products and services, and cross sells products and services that will help the member reach their financial goals.
  • The Financial Specialist works in a team environment and assists their co-workers and Management as needed.
  • ESSENTIAL FUNCTIONSFollow MSFCU policies and procedures at all timesFollow objectives to achieve company and department goalsSolve problems quickly and accuratelyKeep accurate and up-to-date records of all actions taken as required by law, regulation, and company policies and procedures.
  • Ability to perform basic math calculations (addition, subtraction, multiplication, division, percentages)High level of service and communication skillsProfessional appearance, dress and attitude.
  • Ability to use related computer software, Microsoft Office products, and business equipment, including computers, copy machine, coin and money counting machines.
  • PREFERRED QUALIFICATIONSExperience working for a financial institution, preferably a credit union.
  • Bachelor's degree in a business related fieldKNOWLEGE, SKILLS, AND ABILITIESExcellent relationship building, verbal, written, listening, and interpersonal skillsDetail oriented and good organizational skillsAbility to perform mathematical calculations (addition, subtraction, multiplication, division, percentages), and interpret and analyze financial data.
  • Ability to work independently and as a team memberAbility to present a positive and professional image to all employees and membersProblem-solving skillsFlexible with shift prioritiesStrong organizational and multi-tasking skills in a fast-paced environmentPractice ethical behavior and understand the need for confidentialityPHYSICAL CONSIDERATIONSMississippi Federal Credit Union is committed to working with its employees to reasonably accommodate them with the physical aspects of the position.
  • Employees should be able to perform the following:Effectively and efficiently communicate with diverse membership and staffSit or stand for long periods of timeWork on computers for a long period of time in an office environmentTravel within an assigned marketMississippi is an At-Will Employment State.
  • Your employment is 'at will', meaning you are free to resign at any time, for any reason, with or without notice.
  • Mississippi Federal Credit Union is also free to conclude the employment relationship with you at any time, for any reason, with or without notice.
  • No statement or promise by a credit union representative or board member may be interpreted as a change in the 'at will' policy, nor would it constitute an employment or other contractual agreement.

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