• Full Time
  • Neenah and Menasha, WI
  • This position has been filled
  • Salary: $19.23-$24.04/hr. based on experience + incentives
Job ID: 141099


Are you a Financial Services Representative with customer service and sales experience? Are you a Financial Services Representative that is looking for an organization with great benefits?

Our client is a local, member-owned financial institution that provides personal, tailored guidance. They serve a multi-county area and are strong enough to provide their clients’ with everything they need.


As a Financial Services Representative, you will work closely with members to guide them with their financial goals.

  • Open/close accounts
  • Explain/recommend credit card options
  • Teach members about loan programs and evaluate/recommend loan options
  • Analyze loan requests
  • Make credit decisions based on lending policy and guidelines
  • Upsell products to meet or exceed assigned loan volume and goals


  • 6+ months of banking loan processing / lending experience
  • Customer service and sales related experience
  • Bilingual in Spanish / English or Hmong / English is a plus
  • Computer savvy to navigate multiple screens
  • Intranet and website experience
  • Effective communication and follow-up skills
  • Goal oriented


  • Culture has a smaller, family feel
  • Phenomenal engagement survey results from the team
  • Great career development paths available
  • Wellness opportunities
  • Benefits offered at 30+ hours
  • Health insurance
  • Dental insurance
  • Life insurance
  • Short and long-term disability
  • 401(k) with match
  • EAP
  • PTO
  • Professional development assistance
  • Referral program
  • Retirement plan


Hours: Monday, Tuesday, Wednesday, Friday 8:00am-5:00pm, Thursday 8:00am-5:45pm and Saturday 8:45am-12:15pm (2 Saturdays a month required, typically every other weekend)

Length: Direct Hire

Pay for the Financial Services Representative position: $19.23-$24.04/hr. based on experience + incentives

Location: Neenah and Menasha, WI (pick your location)

Job ID: 141099

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.