Wisconsin Licensed Financial Representative

A company is looking for a Member Financial Representative to engage with members and provide financial solutions.

Key Responsibilities

Engage members in financial review conversations and provide personalized recommendations

Assist members through various channels and promote credit union products and services

Develop knowledge of deposit and loan products while accurately processing financial transactions

Required Qualifications

Associate's degree or equivalent experience is required

1+ years of experience in sales or customer service is required

Ability to interact professionally and courteously with co-workers and members

Demonstrated ability to work in a fast-paced, flexible environment

Knowledge of navigating multiple computer systems efficiently