Wisconsin Licensed Financial Representative

Job Summary

A company is looking for a Member Financial Representative.

Key Responsibilities

• Engage members in financial review conversations and provide personalized recommendations
• Assist members through various channels and promote credit union products and services
• Educate team members on products, assist with financial transactions, and identify opportunities for process improvement

Required Qualifications

• Associate's degree or equivalent experience is required
• 1+ years of experience in sales or customer service is required
• Ability to maintain professionalism and interact positively with members and co-workers
• Self-starter with a strong desire to learn and work independently
• Knowledge of navigating multiple computer systems efficiently