Member Service Specialist jobs at Great Lakes Credit Union

GreenState Credit Union Bilingual Member Service Associate US-IL-Addison Type: Regular Full-Time # of Openings: 1 GreenState Credit Union This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Spanish Speaking Preferred. Pay range for this hourly position is $24.02 - $28.08/hr with a monthly incentive opportunity and a progressive benefits package. Responsibilities Essential Duties and Responsibilities: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile each member to uncover opportunities for additional business. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Participates in promotions, contests, and other departmental activities which support team goals. Responsible for sales of loan protection products. Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID PI9b0dbea1cd9c-26***********6

As our Part-Time Member Service Specialist you will assist customers with: Loan applications Account Transactions New products & services Requirements: Accurately counted large quantities of cash Balanced a cash drawer Used a computer to enter customer information Followed customer instructions Explained features & benefits of products & services Benefits: Potential incentive earning up to $9,500 Our 401k Match is as high as 7.98% You'll: accrue 8 days of vacation per year be given 5 days of personal leave per year be given up to 13 paid holidays per year Our dress code is relaxed, business casual and company logo wear We have a team of trainers to get you ready to be fabulous on the job! For a full list of our benefits, visit ******************************************** Hours: M-Th 8:30am-5:15pm Friday 8:30am-6:00pm Saturday 8:45am-1:15pm Usually works 28 hours - 3 full days during week (8-hour shift) + alternating Saturday shifts Pay Rate: $17.00-$18.50 Compensation may be higher based on experience EOE

GreenState Credit Union Bilingual Member Service Associate US-IL-Westmont Type: Regular Full-Time # of Openings: 1 GreenState Credit Union This position is responsible for acquiring, expanding, and enriching member relationships, while providing exceptional service. The qualified candidate will be member focused, show excellence in accuracy and all their work, demonstrate integrity, share one vision through teamwork. Meets and exceeds sales expectations by providing personalized, professional service to all members in an exceptional manner, seeking out opportunities for additional business. GREENSTATE CULTURE: At GreenState, our purpose is to create lasting value for our members, our communities, and one another. We empower our teams to create opportunities that strengthen financial well-being, transform lives, and enhance the vitality of the communities we serve. We know our success-now and in the future-is deeply rooted in fostering an engaging, diverse, and inclusive workplace where everyone knows they matter, their work makes an impact, and their everyday commitment to living our values is what brings our mission to life. GreenState is proud to offer a Bilingual Pay Program for qualifying applicants. Spanish Speaking Preferred Pay range for this hourly position is $24.02 - $28.08/hr and a progressive benefits package. Responsibilities Essential Duties and Responsibilities: Performs essential duties and responsibilities in the following areas which may include, but are not limited to those listed and are subject to change: Adheres to the Credit Union Service Standards in carrying out GreenState's mission and vision. Demonstrates a positive member service (internal and external) focus at all times, greeting members and guests with a smile and eye contact immediately upon their arrival, using their name or acknowledging them, and thanking them for their business. Demonstrates teamwork in all interactions with coworkers and in the completion of all duties and responsibilities. Ensures confidentiality of member information. Supports a diverse and inclusive work environment. Sales - Ask questions, listen to your members' needs and offer solutions that best fits the needs of your member. Acts as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Ensures confidentiality of member account records and account information. Request identification whenever necessary and provide account information to only those members listed as primary or joint owners. Profile each member to uncover opportunities for additional business. Responsible for structuring loan applications, working with underwriters and adhering to all lending policies and regulations. Makes weekly outbound sales calls to members. Performs all aspects of MSR position. This includes the ability to accurately balance a cash drawer daily and a firm understanding of all credit union policies and procedures for cash handling, check handling, and identification. Builds member relationships by recognizing their financial needs and meeting those needs with the appropriate GreenState product and service or referring them to the specialized department (Wealth Management, Commercial, Mortgage, GreenState Insurance etc.) to be served. Participates in promotions, contests, and other departmental activities which support team goals. Responsible for sales of loan protection products. Possesses a thorough knowledge of all federal regulations and procedures concerning deposits. Performs vault duties including cash ordering, balancing, drawer audits, scheduling, and other duties as assigned. Plays a vital role in enriching the community by participating in community service organizations and/or Credit Union sponsored events. Qualifications Job Requirements: Must have at least one year of similar or related experience or 12 months in an MSR role with knowledge of all credit union accounts and products with proven ability to handle a wide variety of functions quickly and accurately. High energy and sales ability and interpersonal skills to represent the credit union in a positive and professional manner. Ability to coordinate and prioritize work assignments and organize work efficiently. Must demonstrate good time management skills to meet established deadlines. Accuracy and attention to detail. Proficiency with related computer applications, spreadsheets, word processing, and database applications. Proven relationship building skills and techniques. Must be self-motivated, exercise sound judgment, and be able to work independently Ability to maintain composure, and problem solve as they arise. Ability to develop and maintain positive and effective working relationship. Ability to work with minimal direction and exercise sound judgment. Reports to work punctually, works all scheduled hours, and works overtime as necessitated by business demand High school diploma or the equivalent (i.e. GED). Must be bondable. Must be registered pursuant to requirements of the S.A.F.E Act. Adheres to all state, federal and credit union regulations, policies, and guidelines. Reporting Relationship Reports to the Vice President / Branch Manager as assigned. Supervisory Responsibilities This position is not responsible for the supervision of other employees. Equal Opportunity Employment Statement GreenState Credit Union is an EEO/AA Employer. We strongly encourage all individuals to apply for openings with the credit union. #ID PI15392edb0ade-26***********5

At the Federal Home Loan Bank of Chicago, employees come first - that's why we offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. * Collaborative, in-office operating model * Retirement program (401k and Pension) * Medical, dental and vision insurance * Lifestyle Spending Account * Competitive PTO plan * 11 paid holidays per year Who we are Our mission at FHLBank Chicago: To partner with our members in Illinois and Wisconsin to provide them competitively priced funding, a reasonable return on their investment, and support for their community investment activities. Simply said, we're a bank for banks and other financial institutions, focused on being a strategic partner for our members and working together to reinvest in our communities, from urban centers to rural areas. Created by Congress in 1932, FHLBank Chicago is one of 11 Federal Home Loan Banks, government sponsored in support of mortgage lending and community investment. What it's like to work here At FHLBank Chicago, we bring people together. We are committed to a high performing, engaged workforce, and to supporting the communities we serve across Illinois and Wisconsin. Our Buddy Program pairs new hires with tenured employees to guide their onboarding. Our professional development and training opportunities through upskilling, mentorship programs, and tuition reimbursement allow employees to grow their career with us. Our collaborative, in-office operating model brings teams together to foster innovation, connection, and shared success. To support balance and flexibility, employees are provided an allocation of remote days to use as needed throughout the year. What you'll do: The Member Transaction Desk Specialist supports our members and facilitates the execution of key credit products of the Bank, including advances, letters of credit, capital stock, and term deposits. Additionally, the specialist works with counterparties, business partners, Participating Financial Institutions (PFIs), and internal constituents on transaction validation and reporting How you will make an impact: * Collaborate with a high-performing team that is at the forefront of an evolving technological landscape in the banking industry * Facilitate execution of advances, including fixed rate, floating rate, and those with embedded options, ranging from $10,000 to multi-billion-dollar transactions, in order to provide liquidity to our members and their local communities * Manage the accurate and timely resolution of internal and external questions via Salesforce regarding Bank products, accounts, reports, and reconciliations with a high level of service What you can expect: * Assist members with the execution of advances, including fixed rate, floating rate, and those with embedded options, ranging from $10,000 to multi-billion dollar transactions. * Help facilitate the operational processing of a new advance program, as well as aid in the implementation of a newly designed Community Advance process and procedure * Review, draft, and issue a wide array of letter of credit products on behalf of member instructions and their customers * Manage the accurate and timely resolution of internal and external questions on Bank products, ranging from basic to complex, with a high level of service * Partner with other departments to provide solutions to questions or issues that are in compliance with Bank policies and business practices * Gather, synthesize, and analyze data using Microsoft Access/SQL and Tableau to identify trends and assess key performance indicators for use in metrics and presentations to senior management * Perform daily reconciliations to ensure data integrity of core business functions, while continually evaluating ways to improve and simplify existing processes * Assist in departmental cross-training to enhance staff skill building in other areas of the group What you'll bring: * Bachelor's degree, preferably in Accounting, Finance, or Information Systems, or 1-3 years of equivalent experience * Exceptional attention to detail with the ability to multitask, independently prioritize, manage competing priorities, identify and resolve issues with limited supervision * Strong communication skills and comfortable cultivating relationships with peers and all levels of management * Experience with Summit, Tableau or SQL a plus * Adaptability to learn new tasks & demonstrate willingness to understand the details of a process * Intermediate Microsoft Office skills, including Outlook, Excel, Word, and Access * A trusted, reliable and creative team member The Perks At FHLBank Chicago, we believe in rewarding our high performing workforce. We offer a highly competitive compensation and bonus package, and access to a comprehensive benefits program designed to meet the needs of our employees. Our retirement program includes a 401(k) and pension plan. Our wellbeing program supports employees at work and in their personal lives: Our PTO plan provides five weeks of vacation for new employees and 11 paid holidays per year; our Lifestyle Spending Account provides an annual stipend for employees to support wellbeing activities; and our central downtown location at the Old Post Office provides easy access to public transportation and breathtaking views from our award-winning rooftop. Visit FHLBCbenefits.com for additional details about our benefits. Step into a brighter future with us. Salary Range: $55,825.00 - $83,725.00 The above represents the expected salary range for this job requisition. Ultimately, in determining your pay, we may also consider your experience, and other job-related factors. In addition to the base salary, we offer a comprehensive benefits package which can be found here: ******************************

Financial Service Representative - Call Center Department; Home Office Branch Banking • Full-Time • Call Center Scott Credit Union is hiring a Financial Service Representative in Edwardsville, IL to help provide exceptional service and strengthen our connection with members. If you're passionate about helping others, skilled at problem-solving, and thrive in a fast paced, team-oriented environment - we'd be excited to welcome you to our award-winning team. Schedule: Full-time | Monday-Saturday Work Location Status: Fully on-site for the first 90 days at the Edwardsville, IL Headquarters. After successful completion of probationary period, the position may be eligible for hybrid or remote work. *Employees in hybrid or remote roles may be required to return on-site periodically for meetings, events, or other work-related needs as determined by their manager. About the Role The Financial Service Representative is responsible for presenting and explaining a basic number of credit union products and services to members and assisting them to utilize these products and services. This person requires an ability to communicate effectively with prospective and current members and to represent the credit union in a positive and professional manner. Why Join Scott Credit Union? Scott Credit Union has been designated a Top Workplace by the St. Louis Post-Dispatch and USA Today for our people-first culture and strong employee engagement. We invest in our diverse team with competitive benefits, meaningful work, and clear paths for growth. Benefits include: 11 paid holidays and competitive PTO 401(k) with employer match Medical, dental, vision, and life insurance Short-Term Disability, including maternity leave Tuition reimbursement program “Dress for your day” policy Career advancement opportunities Supportive, team-oriented culture What You'll Do Process basic financial transactions for members including such functions as balance inquiries, completing transfers and payments, issuing checks. Respond to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Operate computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Educate members and potential members on the products and services Scott Credit Union offers that may be of benefit. Make referrals to the Loan Center, Mortgage Department or Retirement and Investment Services as needed. Perform such other member service functions that might be needed from time to time and assist others to complete tasks and work assignments. What You Bring High school diploma or equivalent Six months of call center experience OR Six months of financial institution experience Personal computer experience to include Microsoft Windows applications Is This You? You're energized by creating meaningful connections and delivering strategic solutions You stay focused under pressure and prioritize precision in your work You take initiative, own your projects, and consistently aim for high-quality results You're looking to build a long-term career where your skills can grow and evolve Contact Center customer service sales telecommunications customer support service representative

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world's most sophisticated clients using leading technology and exceptional service. Candidate will be an experienced financial reporting professional responsible for review of quarterly and annual financial statements for a multi-billion-dollar hedge fund client. The candidate will have a strong foundation of U.S. GAAP, IFRS, and Broker Dealer reporting requirements and partner with the client's Financial Reporting team to ensure financial statements are in compliance with these reporting standards. The candidate will join Northern Trust Alternative Fund Services (“AFS”). This team specializes in administering assets of hedge funds, private equity managers, managed account platforms investing in alternative strategies and alternative fund of funds. Why this role is important to us Northern Trust is dedicated to providing the best-in-class service to its clients. This role is on a high-profile dedicated Client team made up of exceptional performing professionals. At AFS, we aim to provide the best-in-class service to our clients to maintain our high client satisfaction ratings. Join us if making your mark in the financial services industry from day one is a challenge you are up for. What You Will Be Responsible For The Financial Reporting Associate Specialist will be responsible for: · Lead the annual year-end audit process, including planning and coordination with the client and external auditors as well as internal team members, review and delivery of financial statements and footnotes, including under both US GAAP and IFRS · Research, analyze and document new accounting pronouncements and the impact on current or proposed transactions/policies · Dedicated to servicing a global, multi-strategy hedge fund with several billion dollars in assets under management. · Identify, develop, and execute on process improvements including major technology initiatives focused on increasing the scalability of our financial reporting processes and providing solutions to client mandates · Acquire content knowledge to function as the team Subject Matter Expert on financial reporting topics and act as a point of escalation to ensure accuracy and responsiveness · Complete quality checks and reviews on year-end financial reporting packages and reports. · Develop and maintain detailed process documents for financial reporting topics · Work collaboratively and provide ongoing financial reporting support for both clients and internal teams · Communicate client expectations and deadlines across business units involved · Consult with clients on a regular basis to ensure satisfaction What We Value These skills will help you succeed in this role: · Strong technical accounting skills including working knowledge of U.S. GAAP, IFRS and Broker Dealer accounting and reporting standards · Strong analytical, organizational and problem-solving skills (“solutions-oriented” mindset) · Client relationship focused (internal and external relationships) · Excellent oral and written communication skills · Ability to manage multiple tasks simultaneously and with accuracy · Bring an ownership mentality toward work with an innate commitment to continuous improvement Education & Preferred Qualifications · 5+ years' of accounting experience with emphasis in Financial Reporting · Certified Public Accountant (CPA) · A College/University or master's degree in accounting · Proficient in Microsoft Excel · Knowledge of Workiva preferred but not required We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don't necessarily need you to fulfil all of them when applying. If you like financial reporting and hedge funds, seek to provide accuracy in financial statements, appreciate a strong control framework and are a good team player, you could be a great fit. Salary Range: $114,700 - 194,900 USD Salary range is a good faith estimate of base pay. Northern Trust provides a comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits. Northern Trust also provides a discretionary bonus program that may include an equity component. Working with Us: As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas. Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose. We'd love to learn more about how your interests and experience could be a fit with one of the world's most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater Reasonable accommodation Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at *****************. We hope you're excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people. Apply today and talk to us about your flexible working requirements and together we can achieve greater.

Business Service Officers (BSO) are responsible for shaping the future of service by modernizing our client experience through an elevated standard of care. The Business Service Officer (BSO) will report directly to the Market Business Service Officer (MBSO) and is responsible for the supervision, management of Support Professionals and execution of all business and service functions within the assigned branches. Additional job responsibilities include facilitating communication and training for Service Professionals, partner with Market Sales and Risk teams to ensure execution in all aspects of the business and further support the MBSO with delivering on service initiatives. DUTIES and RESPONSIBILITIES: People Management and Communication Lead the Branch in executing the organization's strategic priorities by influencing and coaching behavioral change with a focus on consistency, quality, and compliance with Firm policies and procedures Lead, mentor, and supervise a team of Support and Service Professionals Promote cross-training, learning, development and recognition of Service and Support Professionals within the market Facilitate the interviewing, selection and onboarding of new hires, including newly recruited Financial Advisors and their Support Professionals Partner with MBSO and Human Resources regarding all aspects of people management, including annual performance reviews, performance management and conflict resolution Maintain strong relationships with key partners within the Branch, Market, Region and Home Office including participation in team meetings, regional and national calls Consistently conduct Support Professional one-on-one meetings for coaching opportunities, career goal setting, job related activities, firm opportunities and team building; this includes meeting with Advisor teams to address service needs Manage and oversee Support Professionals coverage for Financial Advisors in the Branch Identify Support Professional recognition opportunities within the market through sharing of best practices, success stories and achievements Promote a branch culture that's consistent with the Firm's core values, including championing diversity and inclusion Operational Oversight Operational Oversight Manages travel and entertainment expenses for Advisors as well as other firm programs to manage budget tracking and forecasting with adherence to Firm policies Facilitate and manage resolution of client inquiries/requests Morgan Stanley EOE committed to diversifying its workforce. Participate in national calls to lean about new platform changes, policy and procedure updates, share best practices and learn about other timely updates Identify and implement process improvements to ensure teams are maximizing productivity and driving efficiencies Additional operational oversight may be required Administer other duties as delegates by the Market Business Service Officer EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS: EDUCATION AND/OR EXPERIENCE Bachelor's degree required or equivalent education Previous industry experience Active Series 7 (GS), Series 9 and Series 10 (SU), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required Other licenses as required for the role or by management KNOWLEDGE AND SKILLS Effective written and verbal communication skills Strong attention to detail Ability to prioritize and resolve complex needs and escalate as necessary Ability to identify issues and trends in order to anticipate change and provide comprehensive solutions and remedies Evidence of strong leadership and talent development capabilities Previous supervisory experience preferred Exceptional organizational and time management skills Exceptional conflict resolution skills Ability to manage relationships, motivate and lead groups of people at various levels throughout the market Knowledge of Firm's Risk & Compliance policies Ability to think strategically Reports to: • Market Business Service Officer WHAT YOU CAN EXPECT FROM MORGAN STANLEY: We are committed to maintaining the first-class service and high standard of excellence that have defined Morgan Stanley for over 89 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. To learn more about our offices across the globe, please copy and paste ***************************************************** into your browser. Salary range for the position: $120,000 - $160,000 / Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit's incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit benefits.morganstanley.com to learn more about our benefit offerings. Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law. Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Desired Qualifications * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3301 Indiana St MCPON Hall, Building 1313, Great Lakes, Illinois 60088 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Experience in building effective relationships through rapport, trust, diplomacy, and tact Effective research, analytical, and problem-solving skills Experience working independently and in a team environment Experience maintaining composure in a high-production and changing environment Experience navigating multiple systems efficiently and adapt to evolving technologies Effective skill exercising sound judgment and make informed decisions Ability to embrace and support change initiatives in a dynamic and continuously evolving environment Effective verbal and written communication skills to engage with members and colleagues Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Desired Qualifications Working knowledge of deposit and loan products, services, and operational procedures Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 3301 Indiana St MCPON Hall, Building 1313, Great Lakes, Illinois 60088 Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. *Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at **************************** . Provide basic counseling on available products and services to meet member needs Assist members with opening and maintaining deposit accounts, loans, and other financial products Research and resolve basic account discrepancies and service requests Identify opportunities to cross-service products and enhance member relationships through education Understand and comply with all relevant federal and institutional regulations related to financial products and services Support team members by sharing knowledge and best practices as experience grows Ensure cash and other negotiable instruments are handled properly and securely Process routine transactions, including deposits, withdrawals, loan payments, and check cashing Perform other duties as assigned

Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Evergreen Park, IL area to apply to join our amazing Evergreen Park Branch! This Financial Services Representative position works Monday - Friday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all we do. Diversity - I am committed to fostering a diverse, equitable, and inclusive work environment. Growth - I encourage the professional development of our employees. Integrity - I maintain the highest ethical standards. Service Excellence - I am devoted to continuously "WOW"ing our members and colleagues through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2025, the twelfth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Financial Services Representative Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like: Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments. Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Provides one or more of the following services for members, in person, by telephone or by mail: Processes deposits to share, share draft, and other savings accounts. Disburses cash or check withdrawals. Provides money orders and cash advances. Receives loan payments and service charge payments for services. Process transfers between accounts as required. Processes automatic distribution forms, recording allotments according to member's request. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Work might be performed on the teller platform, at the Drive-Up windows or in the lobby. Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Assist others to complete tasks and work assignments. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: A High School Diploma or GED One year of customer service experience Personal computer experience, including Microsoft Office products Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;

Scott Credit Union is calling all customer service professionals who are interested in a part-time Financial Services Representative position in the Scott Air Force Base, IL area to apply to join our amazing Scott Air Force Base Branch! This Financial Services Representative position works Monday - Saturday, with varied hours and schedule depending on operational needs. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all I do. Diversity - I support the diverse and inclusive work environment that is fostered by Scott Credit Union. Growth - I will pursue professional development with the encouragement of Scott Credit Union. Integrity - I will maintain the highest ethical standards. Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2025, the twelfth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Financial Services Representative Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like: Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments. Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Provides one or more of the following services for members, in person, by telephone or by mail: Processes deposits to share, share draft, and other savings accounts. Disburses cash or check withdrawals. Provides money orders and cash advances. Receives loan payments and service charge payments for services. Process transfers between accounts as required. Processes automatic distribution forms, recording allotments according to member's request. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Work might be performed on the teller platform, at the Drive-Up windows or in the lobby. Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Assist others to complete tasks and work assignments. Duties, responsibilities, and activities may change at any time with or without notice. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: A High School Diploma or GED One year of customer service experience Personal computer experience, including Microsoft Office products Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;

SERVICE OFFICER SUMMARY: The Service Officer is responsible for creating the experiences members of Deere Employees Credit Union receive when they ask for help or direction. The Service Officer must be extremely empathetic to member concerns while supremely confident in their ability to guide the member to solutions that accomplish both the member and credit union goals. The Service Officer is charged with transitioning members from traditional methods of banking to 21 st Century banking while creating “Experiences that are Legendary.” Service requests must be conducted in a way, as defined by the member, that are fast, easy, and fun and will be broad in scope as most requests should be able to be completed within the Member Experience Center. ESSENTIAL FUNCTIONS: Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Promotes the DECU Service Commitment and exemplifies internal service standards; we care, we serve, we teach, and we learn. Proactively educates and empowers members to utilize beneficial products and services. Supports all areas of the Member Experience Team by providing expert level service to members after products or services have been added to accounts. Acts as the voice of the member by recognizing when processes or products are not Fast, Easy, and Fun, is empowered to do what is right for the member in that moment and notifies the appropriate teams to ensure these processes are changed. Communicates with members via a variety of methods to include face to face,phone, email, text and live chat while adhering to the Member Experience Excellence standards. Processes a variety of financial transactions for members including the opening and closing of specialty accounts, issuing checks, transferring funds, processing VISA cash advances, initiating wire transfers, instant issuance of debit cards, and maintaining member accounts. Responds to member inquiries regarding the operation of accounts and access to services. Resolves account discrepancies, balances and reconciles accounts, adds or reduces service features on various accounts, and assists members to make the most effective usage of service offerings. Works through complex debit and credit card issues to successful resolution as determined by the member. Assists members in accessing all digital services and asks probing questions to ensure the member is utilizing the features that best meet their needs Provides support to our frontline sales team in assisting members with complex debit, credit, account and digital issues, that are outside of their scope of knowledge to ensure the member has the most optimal experience and their issue is resolved Reviews and works various daily, weekly, and monthly reports Educates members about beneficial products and services to support moving all members to our most valuable member segments. Operates personal computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. ADDITIONAL RESPONSIBILITIES: Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. QUALIFICATIONS: Knowledge Of: Credit Union's products and services Credit Union policies and procedures pertaining to member experience and service Ability To: Operate a PC using the following software applications Windows, Outlook, Word, and Excel. Operate the Credit Union's financial software to access member accounts to perform transactions, account inquiries, and all other member service functions. Learn the differences in products and services offered by other financial institutions to those offered by DECU. Provide exceptional member service in keeping with the DECU Service Commitment and MX Manifesto. Communicate effectively with members and process requests timely and accurately. Work through complex member issues with patience, empathy, and confidence. Use positive language and demonstrate appropriate tone based on interaction. Relate to members on a human level REQUIRED EDUCATION AND EXPERIENCE: High School diploma or GED and two years of related customer service experience. Bilingual preferred License or Certification: Bondable Acceptable Credit History Compensation & Benefits: Salary Range: $37,600-$56,400 Health, Dental & Vision Benefits Bonus opportunity 401(k) with match and profit sharing Paid Time Off

To provide members and prospective members the full range of products and services offered by Navy Federal Credit Union including depository accounts such as checking, savings, certificates, IRA, revocable trust and estate accounts; Lending products; and credit/debit cards. To perform moderately complex platform banking functions under supervision while developing confidence and function independence in the role. This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. * Provide basic counseling on available products and services to meet member needs * Assist members with opening and maintaining deposit accounts, loans, and other financial products * Research and resolve basic account discrepancies and service requests * Identify opportunities to cross-service products and enhance member relationships through education * Understand and comply with all relevant federal and institutional regulations related to financial products and services * Support team members by sharing knowledge and best practices as experience grows * Ensure cash and other negotiable instruments are handled properly and securely * Process routine transactions, including deposits, withdrawals, loan payments, and check cashing * Perform other duties as assigned * Experience in building effective relationships through rapport, trust, diplomacy, and tact * Effective research, analytical, and problem-solving skills * Experience working independently and in a team environment * Experience maintaining composure in a high-production and changing environment * Experience navigating multiple systems efficiently and adapt to evolving technologies * Effective skill exercising sound judgment and make informed decisions * Ability to embrace and support change initiatives in a dynamic and continuously evolving environment * Effective verbal and written communication skills to engage with members and colleagues * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Desired Qualifications * Working knowledge of deposit and loan products, services, and operational procedures * Experience in customer service, preferably in banking or a financial institution Hours: Available Monday - Saturday, hours based on business needs. Location: 6447 Grand Avenue Suite C, Gurnee, Illinois, 60031 US Based upon business needs, this position may require working at or transferring permanently to neighboring branches within a reasonable commuting distance. * Candidates who complete an application for the position will be sent a required online assessment to the email address listed in the application. Please be sure to check your spam and junk folders if you do not see the email in your inbox. Completing the assessment is critical to ensure that your application is considered, so please be sure to complete the assessment. To receive assistance in resolving any technical issues with your assessment, please contact our Infor assessment support team at ****************************.

The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement: This position is scheduled for an onsite presence at the Randall Road Branch in Illinois. Schedule: * This position requires working a standard 40 hour week during Branch hours of operations * Monday - Thursday 8:15am - 5:45pm * Friday 8:00am - 6:15pm * Rotating Saturdays 8:15am - 1:15pm * Employees work every other Saturday and receive a consistent day off during the week to offset their hours * Scheduled hours could change based on business need and future department growth. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: * Salary Ranges: * Financial Services Specialist I - $18.00 - $19.00/hour, dependent on experience * 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 * Learn more about our benefits here Essential Duties and Responsibilities Financial Services Specialist * 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. Knowledge, Skills and Abilities Financial Services Specialist: * 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 * Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred * High School Diploma or GED Competencies * Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Physical Demands and Work Environment * May be required to remain in a stationary position for an extended period * Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage * Ability to move about inside of office area * Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure * The working arrangement for this position is onsite * Ability to safely lift, carry, and move items as required for branch operations Disclaimer * Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate. * MSUFCU is an affirmative-action, equal-opportunity employer. * To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.

Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Trenton, IL area to apply to join our amazing Trenton Branch! This Financial Services Representative position works Monday - Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all I do. Diversity - I support the diverse and inclusive work environment that is fostered by Scott Credit Union. Growth - I will pursue professional development with the encouragement of Scott Credit Union. Integrity - I will maintain the highest ethical standards. Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2025, the twelfth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Financial Services Representative Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like: Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments. Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Provides one or more of the following services for members, in person, by telephone or by mail: Processes deposits to share, share draft, and other savings accounts. Disburses cash or check withdrawals. Provides money orders and cash advances. Receives loan payments and service charge payments for services. Process transfers between accounts as required. Processes automatic distribution forms, recording allotments according to member's request. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Work might be performed on the teller platform, at the Drive-Up windows or in the lobby. Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Assist others to complete tasks and work assignments. Duties, responsibilities, and activities may change at any time with or without notice. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: A High School Diploma or GED One year of customer service experience Personal computer experience, including Microsoft Office products Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;

Job Description Are you a driven, client-focused professional seeking career advancement and amazing income potential? Lakeshore Financial Group is seeking ambitious individuals to join our Chicago team as Financial Service Representatives. You'll build lasting client relationships, develop your expertise, and gain the flexibility to build a great career. Lakeshore Financial Group launched in 2016 and has grown rapidly since. Today, we have teams throughout the Greater Midwest. Our leadership team is fully dedicated to using their decades of experience to mentor and support new and experienced advisors, providing opportunities for collaboration, learning, and growth. Why Join Lakeshore Financial Group? Make a Meaningful Impact: Help families and individuals secure their financial future by developing customized financial wellness strategies Flexible Schedule: Enjoy the freedom to work part-time or full-time, allowing you to balance your work with your personal life. Comprehensive Training: We provide thorough training and ongoing support to equip you with the knowledge and skills necessary to succeed. Professional Development: Gain valuable experience in sales, finance, and client relationship management. Benefits: Our full-time positions offer full medical, dental, and vision benefits, 401k, and pension plan. We can only consider candidates in the Chicagoland area. Compensation: $75,000 - $100,000 per year Responsibilities: What You'll Do: Build relationships with potential clients and understand their financial needs Present and explain products and solutions Guide clients through the application and policy issuance process Provide ongoing support and service to clients Attend training and development sessions Qualifications: Who We're Looking For: Highly motivated and self-driven individuals Excellent communication and interpersonal skills A passion for helping others A strong work ethic and a desire to succeed Sales experience is a plus, but not required. We are willing to train the right person Must be able and willing to obtain a life insurance license This is an upside 100% commission-based opportunity. Why Join Us? Be part of a supportive and collaborative team Represent a reputable and respected company Enjoy the flexibility and freedom of a self-driven career Make a positive impact on the lives of others Earn a competitive income About Company At Lakeshore Financial, our Financial Representatives and Advisors take pride in nurturing strong and meaningful connections with a diverse range of individuals. Our services are designed to cater to specific needs, offering comprehensive financial strategies or focusing on particular areas that require attention. What sets us apart is our commitment to providing a unique and all-encompassing approach to evaluating and developing financial wellness strategies tailored to each individual's circumstances. We genuinely care about clients' well-being and want them to experience our dedicated and holistic method. To ensure the highest quality of guidance, our team follows a comprehensive process. By leveraging this approach, we strive to deliver exceptional results and empower clients to achieve their financial goals with confidence.

Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Fairview Heights, IL area to apply to join our amazing Fairview Heights Branch! This Financial Services Representative position works Monday - Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all I do. Diversity - I support the diverse, equitable, and inclusive work environment that is fostered by Scott Credit Union. Growth - I will pursue professional development with the encouragement of Scott Credit Union. Integrity - I will maintain the highest ethical standards. Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2025, the twelfth time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Financial Services Representative Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like: Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments. Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Provides one or more of the following services for members, in person, by telephone or by mail: Processes deposits to share, share draft, and other savings accounts. Disburses cash or check withdrawals. Provides money orders and cash advances. Receives loan payments and service charge payments for services. Process transfers between accounts as required. Processes automatic distribution forms, recording allotments according to member's request. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Work might be performed on the teller platform, at the Drive-Up windows or in the lobby. Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Assist others to complete tasks and work assignments. Duties, responsibilities, and activities may change at any time with or without notice. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: A High School Diploma or GED One year of customer service experience Personal computer experience, including Microsoft Office products Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;

Scott Credit Union is calling all customer service professionals who are interested in a full-time Financial Services Representative position in the Waterloo, IL area to apply to join our amazing Waterloo Branch! This Financial Services Representative position works Monday - Saturday (Saturday rotation as scheduled), with varied hours and schedule depending on operational needs. Purpose, Mission, Vision, Values At Scott Credit Union, we are committed to upholding our purpose, mission, vision, and values. Our Purpose guides everything we do as an organization and is supported by our actionable Mission, Vision, and Values. If our chosen purpose, mission, vision, and values resonates with you and you want to find meaning in your work, we hope you will apply to become a part of our team! Purpose: To be with our members through every phase of their financial journeys, providing financial solutions that support them, their families, and their communities. Mission: Members. Value. Community. Vision: Building Better Financial Futures. Values: Accountability - I take pride and ownership in all I do. Diversity - I support the diverse and inclusive work environment that is fostered by Scott Credit Union. Growth - I will pursue professional development with the encouragement of Scott Credit Union. Integrity - I will maintain the highest ethical standards. Service Excellence - I am devoted to continuously "WOW"ing members and each other through the 3e Promise. Why You Should Join Our Team Scott Credit Union is a recipient of the St. Louis Post-Dispatch Top Workplaces Award 2024, the eleventh time since 2012. This year, SCU was recognized as one of the Top Workplaces for our dedication to our people-first culture. The Top Workplaces award highlights SCU's commitment to creating a positive and supportive work environment, where employees thrive and contribute to the organization's overall success. Our team is our #1 priority, and we are proud to offer great benefits and perks, such as 11 paid holidays, competitive paid time off (PTO), Short-Term Disability (STD) that includes maternity leave, 401k with employer match, medical, dental, vision, and other insurance options, educational reimbursement program, employee assistance programs, opportunities for career advancement, casual “dress for your day” dress code, a positive team-oriented culture, and much more! A comprehensive benefit guide with a full list of our benefits can be found on our career page, scu.org/careers/. The Day to Day as a Financial Services Representative Financial Services Representatives are one of the primary points of contact for SCU members. They are responsible for creating an exceptional member experience by engaging with members and educating them on the products and services SCU has to offer. A typical day will look like: Responsible for identifying, educating, presenting and cross selling SCU products and services to new and existing members in accordance with SCU's member engagement model. Responsible for meeting individual sales and operational goals as well as assisting the branch team in achieving branch goals. Recognize cross sale opportunities through needs based financial conversations, referring members to mortgage, business lending/services and investments. Ensures consistent delivery of SCU's member engagement model leveraging technology including tablets, enhanced ATM's and other digital service channels available to SCU members. Maintain cross functional capabilities. Process financial transitions for members including opening and closing of accounts. Input, review, negotiate and close member loan application requests. Process deposits and withdrawals from accounts. Efficient in all teller duties as needed. Provides one or more of the following services for members, in person, by telephone or by mail: Processes deposits to share, share draft, and other savings accounts. Disburses cash or check withdrawals. Provides money orders and cash advances. Receives loan payments and service charge payments for services. Process transfers between accounts as required. Processes automatic distribution forms, recording allotments according to member's request. Daily opens and closes his/her teller terminal, accounts for cash assigned, received, disbursed. Accurately balances to teller terminal close report and remits daily work to appropriate supervisor for disposition. Perform required OFAC (Office of Foreign Assets Control) screens as outlined in the Non-Member Verafin Processing policy and reports any positive matches to the BSA Group. Complies with BSA requirements of completing CTR and SAR. Responds to routine member inquiry regarding the operation of accounts, access to services, account discrepancies, adding or reducing service features on various accounts, and assisting members. Work might be performed on the teller platform, at the Drive-Up windows or in the lobby. Foster and maintains relationships with members. Responsible for providing prompt, professional, helpful, knowledgeable and courteous member service Investigates member concerns, researches and recommends a resolution. Ensures we are meeting expectations with member service satisfaction results. Operates computer to accurately post transactions, access account information, balance transactions, and generally update member account transactions and information. Assist others to complete tasks and work assignments. Duties, responsibilities, and activities may change at any time with or without notice. Are You a Good Fit? Ask yourself the below questions to help determine if this job is the right fit for you. Do you enjoy engaging with people and providing exceptional customer service? Are you detail-oriented and like working with numbers? Do you thrive in a fast-paced environment? Are you a positive person who enjoys working as part of a team? Do you enjoy working in a diverse environment with diverse members? Do you take pride and ownership in all that you do? Are you looking for a job where you can develop professionally? If you answered yes to these questions, we hope you apply! To Be Considered, You'll Need: A High School Diploma or GED One year of customer service experience Personal computer experience, including Microsoft Office products Are You Ready to Join Our Team? If this sounds like the right opportunity for you, we hope you apply today! If selected as a candidate, next steps may include a phone interview to go over the basics and/or an in-person interview to learn more about your experiences and qualifications. universal banker; banker; personal banker; financial institution; bank teller; customer service; cash handling; retail banking;

The Financial Services Specialist role is responsible for providing superior member experience that leads to increased member engagement and satisfaction with the Credit Union. The Financial Services Specialist will deliver personalized service, making product and service recommendations after a thorough review of each member's unique financial position. Financial Services Specialists respond to member requests while recommending additional products and services that elevate the member's financial wellbeing and perform these tasks with accuracy and efficiency. Financial Services Specialists are responsible for problem solving to find the optimal solution for the member while mitigating risk to the member and Credit Union. Work Arrangement: This position is scheduled for an onsite presence at the Richmond Branch in Northern Illinois. Schedule: * This position requires working a standard 40 hour week during Branch hours of operations * Monday - Thursday 8:00am - 5:45pm * Friday 8:00am - 6:15pm * Rotating Saturdays 8:30am - 1:15pm * Employees work every other Saturday and receive a consistent day off during the week to offset their hours * Scheduled hours could change based on business need and future department growth. An offer of employment with MSU Federal Credit Union and affiliates is contingent upon the agreed work arrangement (onsite) and work location. MSU Federal Credit Union may or may not be able to accommodate temporary or permanent changes to work arrangements or allow employment outside the city and/or state of residency in which the new hire resides at the time of offered employment. Compensation & Benefits: * Salary Range: * Financial Services Specialist I - $18.00 - $19.00/hour, dependent on experience * 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 * Learn more about our benefits here Essential Duties and Responsibilities Financial Services Specialist * 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. Knowledge, Skills and Abilities Financial Services Specialist: * 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 * Functional knowledge of Credit Union or other financial institution systems, products, services, and procedures preferred * High School Diploma or GED Competencies * Core Competencies that must be demonstrated by all Credit Union employees include Communicate, Navigate Change & Evolve, Solve Problems & Make Decisions, Plan, Prioritize, and Achieve, and Collaborate. Physical Demands and Work Environment * May be required to remain in a stationary position for an extended period * Ability to operate standard office technology, equipment and tools, which may include many hours of computer and phone usage * Ability to move about inside of office area * Exposure to potentially hazardous conditions, i.e., robbery, and follows detailed instructions and procedures to minimize the exposure * The working arrangement for this position is onsite * Ability to safely lift, carry, and move items as required for branch operations Disclaimer * Note this job description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and MSU Federal Credit Union reserves the right to change this position description and/or assign tasks for the employee to perform, as MSUFCU may deem appropriate. * MSUFCU is an affirmative-action, equal-opportunity employer. * To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.