Member Relationship Advisor: Retirement & Investments
Job in
Marshfield, Wood County, Wisconsin, 54472, USA
Listed on 2026-08-13
Listing for:
Kids for the Future
Full Time
position Listed on 2026-08-13
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
The Simplicity Credit Union Member Relationship Representative – Retirement & Investments supports the credit union’s RIS program by coordinating member outreach, appointment scheduling, webinar logistics, and post-appointment servicing. This role also supports CD and IRA servicing when investment solutions are not selected.
This position will always project a positive and friendly image for the credit union, working full-time at the Marshfield Branch.
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