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Bank Customer Service

Member Financial Solutions Advisor

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: WISCONSIN CREDIT UNION LEAGUE
Full Time position
Listed on 2026-02-03
Job specializations:
  • Finance & Banking
    Bank Customer Service
  • Customer Service/HelpDesk
    Bank Customer Service
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below
A financial institution in Madison is seeking a Personal Financial Officer to assist members with their financial needs while providing exceptional service. Responsibilities include processing loan applications, opening deposit accounts, and resolving member inquiries. Candidates should have a High School Diploma, at least two years of customer service experience, and excellent communication skills. This role involves working closely with members to provide financial solutions and ensure compliance with relevant regulations.
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