Wisconsin Licensed Financial Representative
A company is looking for a Member Financial Representative. Key Responsibilities Engage members in financial review conversations to provide personalized recommendations and build relationships Assist members through various channels and promote credit union products and services Educate team members on products and services while providing accurate assistance with financial transactions Required Qualifications Associate's degree or equivalent experience is required 1+ years of prior work experience in sales or customer service is required Ability to remain calm under pressure and handle confidential matters Self-starter with a strong desire to learn and work independently Knowledge of navigating multiple computer systems efficiently
A company is looking for a Member Financial Representative.
Key Responsibilities
Engage members in financial review conversations to provide personalized recommendations and build relationships
Assist members through various channels and promote credit union products and services
Educate team members on products and services while providing accurate assistance with financial transactions
Required Qualifications
Associate's degree or equivalent experience is required
1+ years of prior work experience in sales or customer service is required
Ability to remain calm under pressure and handle confidential matters
Self-starter with a strong desire to learn and work independently
Knowledge of navigating multiple computer systems efficiently
