Member-Centric Financial Advisor

Automatic Data Processing, Inc.; Ladysmith (WI); Sur place; USD 29 000 - 32 000; Plein temps

Résumé du poste

Superior Choice Credit Union in Ladysmith, WI is seeking a Financial Specialist to provide outstanding member service, process deposits and withdrawals, and support loan-related needs. You will guide members through account openings and financial decisions, recommend products that fit their goals, and maintain compliance with policies while delivering an exceptional experience.

This full-time role offers a collaborative, community-focused workplace where you’ll build trusted relationships and

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.
• Comfortable using computers, email, and office software.
• Positive attitude and willingness to work as part of a team.

Responsabilités

• 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.

Description du poste

Superior Choice Credit Union in Ladysmith, WI is seeking a Financial Specialist to provide outstanding member service, process deposits and withdrawals, and support loan-related needs. You will guide members through account openings and financial decisions, recommend products that fit their goals, and maintain compliance with policies while delivering an exceptional experience.

This full-time role offers a collaborative, community-focused workplace where you’ll build trusted relationships and