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Financial Sales Banking & Finance

Member-First Financial Advisor

Job in Oshkosh, Winnebago County, Wisconsin, 54901, USA
Listing for: UW Credit Union
Full Time position
Listed on 2026-02-16
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading financial institution is seeking a Financial Specialist for its Oshkosh branch to foster member relationships and provide tailored financial education. Responsibilities include assisting members with their financial needs, from opening accounts to securing loans. Candidates should have strong consultative sales skills and a minimum of 3 years' customer service experience. The role offers a competitive benefits package including paid time off and retirement matching, aimed at making a positive difference in members' lives.
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