Find & Apply For Financial Services Sales Agent Jobs in Marshfield, Wisconsin

Are you passionate about helping people and providing exceptional member service? Join our team as a Member Services Officer and be one of the first points of contact for our members! In this role, you'll build relationships, help members with their everyday financial needs, and provide accurate, professional service while learning about the products and services that can help members reach their financial goals. What You Will Do Serve as a friendly, professional first point of contact for members in person and over the phone Provide prompt, accurate, and personalized service while addressing member questions and finding solutions Process a variety of financial transactions, including deposits, withdrawals, transfers, cash advances, corporate drafts, and gift cards Balance daily work and operate cash drawers and TCR machines accurately Open, maintain, and close deposit accounts, including checking, savings, club accounts, Share Certificates, HSAs, and IRAs Assist members with account services such as debit cards, online banking, bill pay, check orders, stop payments, and account maintenance Educate members about credit union products and services and identify opportunities to refer or cross-sell solutions based on their needs Maintain a strong understanding of credit union products, services, policies, and procedures Protect member confidentiality and ensure all work is completed in compliance with applicable credit union policies and state and federal regulations Work collaboratively with teammates and contribute to a positive, team-oriented environment What We're Looking For High school diploma or equivalent required Previous customer service experience required Previous cash handling experience required Previous experience working in a financial institution preferred Strong communication and relationship-building skills Excellent attention to detail and accuracy Ability to handle confidential information with professionalism and discretion Comfortable using computers and office equipment Professional, dependable, and member-focused Ability to work effectively both independently and as part of a team Ability to stand or sit for extended periods and occasionally lift up to 30 pounds Why MMCCU?

People Over Profit:

We are a member-owned credit union focused on improving our community's financial lives. Make an

Impact:

Build meaningful relationships with members and help them navigate their everyday financial needs.

Learn & Grow:

Build your knowledge of financial products, services, and member needs while laying the foundation for a career in financial services.

Collaborative Environment:

Work alongside experienced professionals who value integrity, service, teamwork, and helping one another succeed. Ready to start or grow your career in financial services? Apply today to join MMCCU as a Member Services Officer!

Job Type:

Full-time Pay:

$18.00 - $24.00 per hour

Benefits:

401(k) matching Dental insurance Health insurance Life insurance Paid time off Parental leave Vision insurance Wellness program

Work Location:

In person