Financial Specialist
$43,680–$47,840 year
On-site · Hayward, Wisconsin, United States
Job Summary
Financial Specialist focused on member service and financial guidance at Superior Choice Credit Union. Responsibilities include assisting members with deposits, withdrawals, loan payments, and account openings; recommending products to support financial wellness; guiding loan applicants through processes; resolving member issues with a proactive, friendly approach; and maintaining accurate, compliant records. Key skills include relationship-building, customer-service excellence, attention to detail, organization, and comfort handling confidential information, with a track record of meeting or exceeding service and sales goals. Experience in banking/finance or similar customer-focused roles (1–3 years) and knowledge of credit union products are highly valued. A community-focused role at SCCU emphasizes delivering compassionate service and helping members reach their financial goals.
Required Qualifications
- 1-3 years of experience in banking, finance, or a similar customer-focused role
- strong organizational skills and attention to detail
- tech-savviness and ability to handle confidential information
- ability to build relationships and guide members toward financial goals
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