Financial Service Representative Jobs

Financial management, insurance, and financial services

Preferred qualifications include but not limited to:

Strong interpersonal, networking & prospecting skills

Prior sales and/or business experience preferred

empower our advisors and clients to reach their dreams.

Northwestern Mutual enjoys premiere national recognition including:

Group term life insurance benefits

Sales, Customer Service, Financial Advisor, Bank Teller experience a plus

Work with current or new members to provide them information about the financial services their families could utilize

Networking with individuals throughout the community

Continuously prospecting in order to secure appointments

Asking customers for favorable introductions

Bachelor’s degree in Finance, Accounting, or equivalent work experience in Finance or Accounting.

Prepare variance analysis of expenditures and roll-up to corporate finance

Perform finance administration tasks, including accounts payable/receivable processing

3+ years of financial and accounting experience

Experience with Oracle, EPM, OBIEE, and Hyperion

Ability to manage multiple projects, as well as large amounts of data with competing priorities

Provide an exceptional in-branch customer experience by handling member needs from sales to service.

Two years to five years of similar or related experience.

Education: A high school education or GED.

Working knowledge of regulations relating to the Credit Union.

Discuss members current and future financial needs, analyze possible loan solutions, and provide members with good recommendations that address their needs

Cash handling (teller, vault, ATMs, audits, etc.)