FINANCIAL SERVICES SPECIALIST

Work Arrangement: On-Site Requisition Number: 268306 Regular or Temporary: Regular Location: Durham, NC, US, 27710 Personnel Area: CENTRAL ADMIN MANAGEMENT CTR Date: Mar 30, 2026 Be You. We’re looking for a Financial Services Specialist to join our team. In this role, you’ll be the trusted point of contact for members who rely on you for clear, accurate, and timely support. Whether you’re answering questions, processing transactions, conducting loan interviews, or helping members navigate their financial options, you’ll make a meaningful impact every day. You’ll work across key areas of the credit union — Call Center, Lending, or Operations — providing exceptional service, solving problems, and helping members access the financial resources they need. This is a great opportunity for someone who enjoys member-facing work, values accuracy, and thrives in a collaborative environment.

Minimum Requirements

• Experience providing customer or member services in a financial services, credit union, or similar environment.
• Ability to provide detailed and accurate information about financial products and services.
• Ability to work with data processing systems to enter transactions, maintain accounts, and support daily operations.

Preferred Qualifications

• Experience conducting loan interviews or processing loan applications.
• Knowledge of consumer and mortgage applications, credit reports, and loan documentation.
• Familiarity with ACH, ATM, payroll, EFT, Visa, or share draft programs.
• Understanding of GAAP and compliance requirements related to financial service programs.
• Ability to cross‑sell financial services and support members in selecting the best solutions.

Other Requirements

• Ability to greet and assist members in person or by phone and direct them appropriately.
• Ability to efficiently process member requests in accordance with credit union policies.
• Ability to underwrite and approve loans submitted through Credit Union Direct Lending (CUDL).
• Ability to ensure all support programs and reporting comply with internal policy, GAAP, and applicable laws.

This position is onsite.

Be Bold. Position Description (Essential Duties)

• Provide accurate, detailed information to members regarding credit union services, policies, and financial products.
• Greet and assist members in person or by phone, handling transactions or directing them to the appropriate staff.
• Process service requests in accordance with policies and procedures.
• Cross‑sell credit union services to meet member needs.
• Maintain working knowledge of data processing systems, entering transactions and maintaining accounts.
• Conduct loan interviews and, as authorized, approve and process loan applications.
• Obtain necessary information for consumer and mortgage applications and analyze credit reports.
• Prepare loan documents, disburse funds, and support all stages of the loan approval process.
• Underwrite and approve CUDL loan submissions.
• Support ACH, ATM, payroll, EFT, Visa, and share draft programs, ensuring compliance with GAAP and policy.
• Ensure data processing and reporting for support programs complies with applicable laws.
• Perform other duties as assigned.

Choose Duke. This role offers the opportunity to support a community‑focused financial environment where accuracy, service, and teamwork matter. You’ll be joining a mission‑driven organization committed to member satisfaction, operational integrity, and continuous improvement. You’ll also gain opportunities to develop skills in financial services, lending operations, and member relations — all while contributing to an inclusive and supportive workplace. Duke offers a competitive benefits package to support your well‑being, professional growth, and long‑term success:
Minimum Qualifications
Education Work requires skills and knowledge normally acquired through a high school diploma or equivalent. Completing of all STAR courses required.
Experience Work requires two years of experience in a financial institution with one year being credit union experience. OR AN EQUIVALENT COMBINATION OF RELEVANT EDUCATION AND/OR EXPERIENCE
Degrees, Licensures, Certifications N/A


Anticipated Pay Range: Duke University provides an annual base salary range for this position as USD $18.00 to USD $26.62. Duke University considers factors such as (but not limited to) scope and responsibilities of the position; candidate's work experience, education/training, and key skills; internal peer equity; as well as market and organizational considerations when extending an offer.

Your total compensation goes beyond the dollars on your paycheck. Duke provides comprehensive and competitive medical and dental care programs, generous retirement benefits, and a wide array of family-friendly and cultural programs to eligible team members. Learn more at:

Equal Opportunity Employer: Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, (including pregnancy and pregnancy related conditions), sexual orientation, or military status.

Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.

Essential Physical Job Functions: Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and reasonable accommodation(s) can be requested with Duke Access and Accommodations Services (email: [email protected]; phone: 919-668-1267).

Nearest Major Market: Durham

Nearest Secondary Market: Raleigh