Financial Specialist

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

Job summary

Superior Choice Credit Union in Superior, WI, seeks a Financial Specialist to help members manage daily finances, open accounts, and support loan needs while guiding product choices for an exceptional member experience. You’ll build trust, maintain accuracy, and deliver friendly service in a community-focused credit union setting.

Ideal candidates bring 1–3 years in banking or related fields, strong communication, and a collaborative mindset.

Qualifications

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

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

Banking

Finance

Customer service

Sales

Communication

Relationship-building

Discretion

Attention to detail

Teamwork

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 Superior, WI, US

3 days ago Requisition ID: 1250

Salary Range: $21.00 To $23.00 Hourly

Join Our Team as a Financial Specialist!

Do you love helping people, building relationships, and making someone’s day a little better? Are you the type of person who enjoys solving problems, learning new things, and guiding members through important financial decisions? If so, we’d love to meet you!

At Superior Choice Credit Union, our Financial Specialists are more than account and transaction experts. They are trusted financial guides, relationship builders, and the friendly faces who help members feel confident about their financial choices.

As a Financial Specialist, you’ll help members manage their everyday finances, open and maintain accounts, support loan-related needs, and discover products and services that fit their goals—all while delivering an exceptional experience every time they visit.

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 Makes You a Great Fit?

You enjoy working with people and have a knack for creating positive experiences. You’re dependable, detail-oriented, and comfortable learning new systems, products, and processes.

• 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 SCCU?

At Superior Choice Credit Union, we’re more than a financial institution. We’re a team of people who genuinely care about our members, our communities, and each other.

When you join SCCU, you’ll find meaningful work, a supportive team environment, opportunities to grow, and a culture built on service, teamwork, and community involvement.

The Best Part?

Every day is different. One moment you’ll be helping a member complete a transaction, and the next you’ll be opening an account, answering questions, or helping someone take the next step toward a financial goal. The relationships you build and the impact you make are what set this role apart.

Ready to start a rewarding career with a team that puts people first?