Prospera® Credit Union is a local, member-owned financial institution in the Fox Valley area. We offer competitive compensation, an excellent benefits package and an opportunity to work in a friendly, team-oriented atmosphere! If you are interested in joining a growing team, please see our job opportunities listed below.


Member Service Representative (Teller)
Part-Time

Responsibilities of this position:

  • Providing professional, friendly and personalized member service during each interaction
  • Accurately processing a variety of financial transactions (deposits, withdrawals, advances, loan payments, etc.)
  • Educating members about products and services Asking probing questions to identify member’s needs
  • Making referrals to experts within the credit union.

 

Candidates for this position should possess:

  • Customer service skills
  • Proven attention to detail
  • Excellent verbal communication skills
  • Ability to work individually as well as contribute positively to the Branch Team environment

Junior Financial Advisor
Full-Time

 

As a member of our dynamic team – you will be responsible for:

  • Building and developing long-term relationships with current members by identifying their needs and expectations, and offering value from the financial products and services offered by Prospera
  • Prospecting outside the financial institution to bring in new clients and effectively establish long term relationships with them
  • Assist and participate in presenting educational workshops on various subjects to market and promote our services to Prospera members and the community
  • Conduct tax appointments, gather tax information, produce draft tax returns, and submit draft returns to be finalized by a partner tax prep firm
  • Providing remarkable service and promoting member satisfaction
  • Generating and supporting business and branch development

 

Qualifications:

  • Excellent verbal and written communication skills
  • Life, Health and Variable State Insurance licenses or willingness to obtain them with 6 months
  • Series 7 and Series 66 licenses or the willingness to obtain them within 9 months
  • Balanced approach to sales and service
  • Experience in financial services environment is a plus
  • Effective communication, interpersonal, consultative sales and presentation skills
  • Desire to achieve and reach for goals
  • Ability to work individually as well as contribute positively to the Investment Services Team

Prospera provides a fun, caring and family-oriented work atmosphere, while supporting each team member with personal one-on-one coaching and in-house training.  Prospera believes in living the credit union mission of people helping people and maintains a culture of rewarding member relationships.

To apply for an open position:

Send resume, cover letter and salary history to:

Prospera Credit Union

Attn:  Vice President of Operations

4830 N. Ballard Road

Appleton, WI  54913

Or email to: [email protected]

Prospera Credit Union is an Equal Opportunity Employer.