Remote Member Financial Advisor

connexuscu; Town of Chetek (WI); Remote; USD 29,000 - 34,000; Full time

Benefits offered by this job

Paid time off

Holidays

Volunteer Time Off

401K with employer match (up to 6%)

Health, Dental, Vision insurance

Health Savings Account

Life insurance

Disability (Short/Long-Term)

Tuition Reimbursement

Professional development stipend

Job summary

Connexus Credit Union, a remote-first employer, seeks a customer-focused professional in Wisconsin to engage members, promote products, and build lasting relationships. The role supports openings of loan and deposit products and requires strong communication and teamwork.

Starting wage is $21.00/hr with increases based on experience. You will work across channels and contribute to a fast-paced, supportive team culture with growth opportunities.

Qualifications

• Associate’s degree or commensurate experience is Required.
• 1+ years of prior work experience in sales or customer service is Required.
• Excellent verbal communication skills with a positive, energetic attitude.
• Ability to work in a fast-paced, flexible environment and collaborate with team members.

Responsibilities

• Engage members in proactive financial reviews and open loan/deposit products.
• Assist members via in person, phone, and digital channels.
• Upsell accounts and promote credit union products to build relationships.
• Provide leadership and support for opening and closing branch procedures.
• Assist with home equity and mortgage inquiries and guide applicants.

Skills

Customer service

Sales

Communication

Team player

CRM systems

Education

Associate’s degree or commensurate experience

Tools

CRM systems

Job description

Connexus Credit Union, a remote-first employer, seeks a customer-focused professional in Wisconsin to engage members, promote products, and build lasting relationships. The role supports openings of loan and deposit products and requires strong communication and teamwork.

Starting wage is $21.00/hr with increases based on experience. You will work across channels and contribute to a fast-paced, supportive team culture with growth opportunities.