Financial Solutions Advisor — Member-Focused

SUPERIOR CHOICE CREDIT UNION

Duluth (MN)

On-site

USD 29,000 - 32,000

Full time

30 hours ago
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Job summary

Superior Choice Credit Union is seeking a Financial Specialist in Duluth, MN. You will help members manage everyday finances, open and maintain accounts, support loan-related needs, and guide members toward suitable products and services with a focus on a superior member experience.

The role emphasizes relationship-building, accuracy, and compliance, with daily operations in a welcoming branch setting and a team-oriented environment.

Qualifications

  • 1–3 years of experience in banking, finance, customer service or sales.
  • Strong communication and relationship-building skills.
  • Ability to handle confidential information with professionalism and discretion.

Responsibilities

  • Provide outstanding service to members at the branch.
  • Assist members with deposits, withdrawals, loan payments, transfers and account openings.
  • Guide members through account and loan processes with accuracy and care.
  • Recommend products and services to meet members' financial goals.
  • Maintain compliance with credit union policies and regulations.

Skills

Customer service
Sales
Banking knowledge

Tools

Computers
Office software

Job description

Superior Choice Credit Union is seeking a Financial Specialist in Duluth, MN. You will help members manage everyday finances, open and maintain accounts, support loan-related needs, and guide members toward suitable products and services with a focus on a superior member experience.

The role emphasizes relationship-building, accuracy, and compliance, with daily operations in a welcoming branch setting and a team-oriented environment.

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