Financial Specialist

ADP, Inc.; Duluth (MN); On-site; USD 29,000 - 32,000; Full time

Job summary

Superior Choice Credit Union in Duluth, MN is seeking a Financial Specialist to provide exceptional member service, support transactions, account services, and loan support while recommending products that help members reach their financial goals.

You will guide members through financial conversations, answer questions, and help resolve concerns with a focus on accuracy and confidentiality. Join a team dedicated to member success and financial well-being.

Qualifications

• One to three years of experience in banking, finance, customer service, sales, or a related field.
• Strong communication and relationship-building skills.
• Ability to handle confidential information with professionalism and discretion.
• Strong attention to detail and commitment to accuracy.
• Ability to guide members through financial conversations and recommend solutions that meet their needs.

Responsibilities

• Provide outstanding service to members and create a welcoming, professional branch experience.
• Assist members with deposits, withdrawals, loan payments, account transfers, account openings, and other financial transactions.
• Guide members through account and loan processes with clarity, accuracy, and care.
• Recommend products and services that support members’ financial needs and goals.
• Answer member questions and help resolve concerns professionally and efficiently.
• Build strong relationships that encourage member loyalty and trust.
• Maintain compliance with credit union policies, procedures, and regulations.

Skills

Customer service

Sales

Communication

Attention to detail

Discretion

Teamwork

Computer/Office software

Tools

Computers

Email

Office software

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Full Time Sales Duluth, MN, US

3 days ago Requisition ID: 1248

Salary Range: $21.00 To $23.00 Hourly

At Superior Choice Credit Union, we are more than a financial institution. We are a team dedicated to helping people improve their financial well-being and achieve their goals.

We are looking for a service-focused, detail-oriented Financial Specialist who enjoys building relationships, solving problems, and guiding members through important financial decisions. As a Financial Specialist, you will provide exceptional member service while supporting transactions, account services, loan support, and product recommendations that help members reach their financial goals.

What You’ll Do

• Provide outstanding service to members and create a welcoming, professional branch experience.
• Assist members with deposits, withdrawals, loan payments, account transfers, account openings, and other financial transactions.
• Guide members through account and loan processes with clarity, accuracy, and care.
• Recommend products and services that support members’ financial needs and goals.
• Answer member questions and help resolve concerns professionally and efficiently.
• Build strong relationships that encourage member loyalty and trust.
• Maintain compliance with credit union policies, procedures, and regulations.

What We’re Looking For

• One to three years of experience in banking, finance, customer service, sales, or a related field.
• Strong communication and relationship-building skills.
• Ability to handle confidential information with professionalism and discretion.
• Strong attention to detail and commitment to accuracy.
• Ability to guide members through financial conversations and recommend solutions that meet their needs.
• Comfortable using computers, email, and office software.
• Positive attitude and willingness to work as part of a team.

Why Join Superior Choice Credit Union?

At SCCU, our mission is to provide superior service while delivering products and services that meet the financial needs of our members. For more than 90 years, we have proudly served communities across Wisconsin and Minnesota while fostering a workplace where employees can grow, contribute, and make a meaningful impact.

Join a team where your work matters, your contributions are valued, and every day is an opportunity to help members achieve financial success.