Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Wisconsin Licensed Financial Representative image - Rise Careers
Job details

Wisconsin Licensed Financial Representative

Job Summary

A company is looking for a Member Financial Representative.

Key Responsibilities
  • Engage members in financial review conversations to provide personalized recommendations and build relationships
  • Assist members through various channels and promote credit union products and services
  • Educate team members on products and services while providing accurate assistance with financial transactions
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

Average salary estimate

$62500 / YEARLY (est.)
min
max
$50000K
$75000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs
Photo of the Rise User
Posted 6 days ago
Photo of the Rise User
Posted 17 hours ago
Photo of the Rise User
Remote Jobs Remote No location specified
Posted 6 days ago
Photo of the Rise User
Posted 11 days ago
Photo of the Rise User
Remote Jobs Remote No location specified
Posted 2 days ago
Photo of the Rise User
Posted 13 days ago
MATCH
VIEW MATCH
FUNDING
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
May 29, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!