Join Our Team as a Financial Specialist!
Do you love helping people, building relationships, and making someone’s day a little better? Are you the type of person who enjoys solving problems, learning new things, and guiding members through important financial decisions? If so, we’d love to meet you!
At Superior Choice Credit Union, our Financial Specialists are more than account and transaction experts. They are trusted financial guides, relationship builders, and the friendly faces who help members feel confident about their financial choices.
As a Financial Specialist, you’ll help members manage their everyday finances, open and maintain accounts, support loan-related needs, and discover products and services that fit their goals—all while delivering an exceptional experience every time they visit.
What You’ll Do
- Provide outstanding service to members and create a welcoming, professional branch experience.
- Assist members with deposits, withdrawals, loan payments, account transfers, account openings, and other financial transactions.
- Guide members through account and loan processes with clarity, accuracy, and care.
- Recommend products and services that support members’ financial needs and goals.
- Answer member questions and help resolve concerns professionally and efficiently.
- Build strong relationships that encourage member loyalty and trust.
- Maintain compliance with credit union policies, procedures, and regulations.
What Makes You a Great Fit?
You enjoy working with people and have a knack for creating positive experiences. You’re dependable, detail-oriented, and comfortable learning new systems, products, and processes.
- One to three years of experience in banking, finance, customer service, sales, or a related field.
- Strong communication and relationship-building skills.
- Ability to handle confidential information with professionalism and discretion.
- Strong attention to detail and commitment to accuracy.
- Ability to guide members through financial conversations and recommend solutions that meet their needs.
- Comfortable using computers, email, and office software.
- Positive attitude and willingness to work as part of a team.
Why SCCU?
At Superior Choice Credit Union, we’re more than a financial institution. We’re a team of people who genuinely care about our members, our communities, and each other.
When you join SCCU, you’ll find meaningful work, a supportive team environment, opportunities to grow, and a culture built on service, teamwork, and community involvement.
The Best Part?
Every day is different. One moment you’ll be helping a member complete a transaction, and the next you’ll be opening an account, answering questions, or helping someone take the next step toward a financial goal. The relationships you build and the impact you make are what set this role apart.
Ready to start a rewarding career with a team that puts people first?
Apply today and become part of the Superior Choice Credit Union family!
This Job Description is not a complete statement of all duties and responsibilities comprising the position.
Skills Required
- One to three years of experience in banking, finance, customer service, sales, or a related field
- Strong communication and relationship-building skills
- Ability to handle confidential information professionally and discreetly
- Strong attention to detail and commitment to accuracy
- Ability to guide members through financial conversations and recommend appropriate solutions
- Comfort using computers, email, and office software
- Positive attitude and willingness to work as part of a team
What We Do
Superior Choice Credit Union is a member-owned financial cooperative serving Wisconsin and Minnesota through 12 branches. It offers banking and financial services, including savings and checking accounts, certificates, personal loans, and auto-loan refinancing. The credit union emphasizes personalized, local service and helping members thrive financially, while supporting communities through financial education and charitable initiatives. Members have a say in the cooperative, whose mission is service rather than profit.
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