Member Financial Advisor

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

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.