Wisconsin Licensed Financial Representative

A company is looking for a Member Financial Representative to engage with members and provide financial services.

Key Responsibilities Engage members in financial review conversations and provide personalized product recommendations Assist members through various channels and promote credit union products and services Educate team members on products and services while maintaining strong member relationships

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