Member Financial Guide & Relationship Builder

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

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.