Financial Specialist

Superior Choice Credit UnionSuperior, WI
$21 - $23Onsite

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

  • 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

Benefits

  • We’re not just a credit union — we’re a community.
  • At Superior Choice Credit Union, we believe in putting people before profits, building relationships over transactions, and helping our team grow along with our members.
  • Come work where your ideas matter, your service makes a difference, and your career can truly take off.
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