Top 219 Financial representative Jobs in La Crosse, Wi

Personal Relationship Banker-Float (Member Experience Advisor I-Float)
VERVE A CREDIT UNION —La Crosse, WI
- Full-time
- Office
- High school diploma or GED
- Entry level
Outside Parts Sales Representative
Fleet XL Inc. —Onalaska, WI
- $18 - $27 an hour
- Full-time
- Hybrid work
- Customer service
- Mid-level
- High school diploma or GED
- Health insurance
- 401(k)
Quick Apply
Member Service Representative
Gundersen Credit Union —La Crosse, WI
- $17 - $19 an hour
- Full-time
- Office
- US work authorization
- In-person
- Health insurance
- Dental insurance
Quick Apply
Insurance Agent - La Crosse, WI
COUNTRY Financial —La Crosse, WI
- Full-time
- Mid-level
- Office
- Bachelor's degree
Sales Representative
Intercambio Express, Inc. —Wisconsin
- From $45,000 a year
- Full-time
- Background check
- Spanish
- Clean driving record
- Health insurance
- Dental insurance
Quick Apply
Financial Services Professional - Hybrid Remote (WI)
Bankers Life —La Crosse, WI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Entry Level Insurance Sales Agent - Hybrid Remote (WI)
Bankers Life —La Crosse, WI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Field Sales Representative
Wes-Garde Components Group, Inc —Wisconsin
- $55,000 - $65,000 a year
- Full-time
- Office
- High school diploma or GED
- Analysis skills
- Mileage reimbursement
- Health savings account
Quick Apply
11d
Multi Line Licensed Insurance Agent (Remote - P&C Required)
RELI Exchange —Wisconsin
- $45,000 - $90,000 a year
- Full-time
- Remote
- Business development
- US work authorization
- Marketing
- Work from home
- Flexible schedule
Quick Apply
5d
Outside Sales Representative
SPECTRUM —Onalaska, WI
- $27,600 - $45,800 a year
- Weekends as needed
- English
- Mid-level
- Office
- Opportunities for advancement
Bilingual Customer Service Specialist (Spanish)
Sherwin-Williams —La Crosse, WI
- $17.02 an hour
- Part-time
- 18 years or older
- Merchandising
- High school diploma or GED
Outside Industrial Sales Representative
Value Added Distributors, LLC —Wisconsin
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Territory Sales Representative
Meca Sportswear —Wisconsin
- Full-time
- Clean driving record
- Driver's License
- Driving
- Profit sharing
- Mileage reimbursement
Quick Apply
2d
Licensed Healthcare Insurance Agent – Remote USA
TTEC —Wisconsin
- $21 an hour
- Seasonal
- Remote
- HIPAA
- High school diploma or GED
- Computer skills
- Wellness program
- Tuition reimbursement
Territory Sales Representative
MAI Animal Health-Genesis —Wisconsin
- Mid-level
- Bachelor's degree
- Experience equivalent to degree accepted
- Opportunities for advancement
Quick Apply
Outside Sales Representative (Bilingual Spanish)
SPECTRUM —Onalaska, WI
- $27,600 - $45,800 a year
- Weekends as needed
- Mid-level
- Office
- Residential
- Opportunities for advancement
B2B Sales Representative
Slice Merchant Services —Wisconsin
- $75,000 - $100,000 a year
- Full-time
- Bilingual
- Mid-level
- Reliable transportation
Quick Apply
Sales Representative II
Lipari Foods —La Crosse, WI
- Full-time
- 5 years
- High school diploma or GED
- Driver's License
Quick Apply
Customer Support Representative / Contact Center Agent (REMOTE WISCONSIN)
Aureon —Galesville, WI
- Remote
- Sales
- Computer literacy
- Basic math
- Health insurance
- 401(k)
Quick Apply
Registered Client Service Associate
Stifel —La Crosse, WI
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance

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Personal Relationship Banker-Float (Member Experience Advisor I-Float)

VERVE A CREDIT UNION -
La Crosse, WI

Apply Now

Job Details

Full-time

Qualifications

High school diploma or GED

Full Job Description

POSITION SUMMARY

The Member Experience Advisor I serves as a member ambassador, providing exceptional service and personalized solutions across multiple branch locations in La Crosse, Holmen and Onalaska. This role supports staffing needs primarily within its home region, with flexibility to assist other regions based on operational need. This role delivers accurate and efficient transaction processing, opens and services consumer deposit accounts, and takes applications for credit cards and unsecured loans and lines of credit. The Member Experience Advisor I explains account features and regulatory requirements in clear, member-friendly terms while ensuring compliance with all applicable policies, procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives.

POSITION RESPONSIBILITIES

Member Experience

Greet members promptly and professionally, creating a welcoming environment.
Process member transactions including deposits, withdrawals, loan payments, cash advances, check cashing, and official checks.
Verify endorsements, signatures, and proper identification; always maintain confidentiality.
Open and close all standard consumer deposit accounts, adding, changing, or removing beneficiaries and Payable on Death designations as requested.
Clearly explain consumer account summaries, product features, and regulatory terms in language members understand.
Handle “Red Flag” identity theft prevention procedures accurately.
Assist members with digital banking tools and problem resolution.

Growth

Take applications for credit cards, unsecured loans, and unsecured lines of credit.
Identify opportunities to help members thrive financially with a focus on managing money, saving for the future, optimizing payments, and borrowing responsibly.
Maintain current knowledge of Verve products, services, promotions, and competitor offerings to effectively position solutions.
Participate in branch and community outreach activities to promote Verve’s brand and attract new members.

Operational & Compliance Excellence

Balance and maintain cash drawer and recycling supply daily, process ATM, night deposit, and mail transactions.
Complete product code changes accurately and in a timely manner.
Follow all operational policies, procedures, and security protocols.
Ensure compliance with all applicable laws and regulations, including BSA/AML, OFAC, and USA PATRIOT Act requirements.
Complete required annual compliance training and apply standards consistently.

EDUCATION AND EXPERIENCE

High school diploma or equivalent required.
Minimum six (6) months of customer service, retail banking, or cash handling experience.
Basic knowledge of financial products, services, and regulations preferred.

KEY COMPETENCIES

Strong interpersonal skills with a friendly, professional demeanor.
Excellent attention to detail and accuracy in transactions.
Ability to explain financial concepts clearly to members.
Proficient computer skills including Microsoft Office; ability to learn core banking systems.
Reliable and consistent in attendance and performance.
Ability to work Saturdays as scheduled.

PHYSICAL DEMANDS AND WORK ENVIRONMENT

Work Environment: Business office, the noise level in the work environment is usually quiet to moderate.
Physical Requirements: Ability to sit or stand at a desk the majority of the day; talk or hear; stand or walk occasionally. While performing the duties of this job, the team member is typically utilizing a computer, keyboard, and phone. May occasionally reach with hands and arms; stoop, kneel, and crouch.

The above information has been designed to indicate the general nature and level of work performed by persons within this job this job classification. It is not designed to contain or be interpreted as a comprehensive inventory of all the duties, responsibilities, and qualifications required of persons assigned to this job. Additional duties may be required to perform the job effectively.

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Refine Your Search

financial representative jobs in la crosse, wi

Personal Relationship Banker-Float (Member Experience Advisor I-Float)

Outside Parts Sales Representative

Member Service Representative

Insurance Agent - La Crosse, WI

Sales Representative

Financial Services Professional - Hybrid Remote (WI)

Entry Level Insurance Sales Agent - Hybrid Remote (WI)

Field Sales Representative

Multi Line Licensed Insurance Agent (Remote - P&C Required)

Outside Sales Representative

Bilingual Customer Service Specialist (Spanish)

Outside Industrial Sales Representative

Territory Sales Representative

Licensed Healthcare Insurance Agent – Remote USA

Territory Sales Representative

Outside Sales Representative (Bilingual Spanish)

B2B Sales Representative

Sales Representative II

Customer Support Representative / Contact Center Agent (REMOTE WISCONSIN)

Registered Client Service Associate

I want to receive the latest job alert for financial representative in la crosse, wi

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