Financial Specialist

Superior Choice Credit Union • Ladysmith, WI

5d

About The Position

We’re looking for a Financial Specialist who’s part relationship-builder, part problem-solver, and part financial guide. In this role, you won’t just handle transactions — you’ll transform them into real moments of service, support, and connection.

Requirements

• Have 1–3 years of experience in banking, finance, or a similar customer-focused role
• Can juggle tasks while staying friendly, focused, and fabulous
• Take pride in being organized, detail-oriented, and tech-savvy
• Handle confidential info like a vault (secure and silent)
• Love building relationships and helping people reach their financial goals

Nice To Haves

• Know your way around credit union products and services
• Have experience opening accounts, processing loans, or cross-selling services
• Can spot a financial opportunity that benefits the member and take the time to walk them through it

Responsibilities

• Helping members with all things money — from deposits and withdrawals to loan payments and account openings
• Supporting financial wellness by recommending products that truly benefit members (not just checking boxes)
• Guiding loan applicants through the process with clarity and care
• Solving member problems like a pro — with a smile, a solution, and maybe even a little sparkle
• Keeping accurate records and ensuring all transactions are buttoned up and by the book

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 11-50 employees