Financial Specialist
CurrentEstablish rapport with members and recommend solutions, services, and products in alignment with their financial goals and best interests. Resolve customer complaints and problems in a consistently calm and professional manner and with a kind demeanor. Respond to emergency fraud situations in person by securing member assets, and providing reassurance and loss prevention instruction. Educate members in account security best practice and financial literacy tailored to their level of knowledge and understanding.State of Wisconsin Notary Public, National Mortgage Licensing System (NMLS) Registered, and Wisconsin Office of the Commissioner of Insurance (OCI) Licensed.