Wisconsin Licensed Financial Representative

Job Summary

A company is looking for a Member Financial Representative.

Key Responsibilities

• Engage members in financial review conversations to provide personalized recommendations and build relationships
• Assist members through various channels and promote credit union products and services
• Educate team members on products and services while providing accurate assistance with financial transactions

Required Qualifications

• Associate's degree or equivalent experience is required
• 1+ years of prior work experience in sales or customer service is required
• Ability to remain calm under pressure and handle confidential matters
• Self-starter with a strong desire to learn and work independently
• Knowledge of navigating multiple computer systems efficiently