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Job · Appleton, WI · Full time

Financial Services Partner

Community First Credit Union · $336M budget · 712 staff · Since 1975

Why Community First Credit Union

FY2025 · Form 990Its mission and biggest programs, as filed

Provides members with essential financial services.

  • Provided financial services to 164,558 member owners in 2025. Funded 39,308 loans to these members in 2025 for $1,694,582,159.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org
Pays its leaders
$250K–$1.7M
12 officers reported
Fine: from the org's Form 990.
Pt VII · Sec A
Budget
$269.7M
spent in FY2024
Fine: from the org's Form 990.
Pt I · Ln 18
Staff
712
employees
11 volunteers
Fine: from the org's Form 990.
Pt I · Ln 5–6
Surplus or deficit
+20%
of revenue, FY2024
Looks good: revenue was at least expenses in the latest filing.
Pt I · Ln 19
Cash reserves
32 mo
of spending, in cash and securities
Looks good: 32.2 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file
Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

We believe passionate people provide excellent service. As our Financial Services Partner, your active listening skills, "find a way" attitude, and financial acumen will solidify your role as a valued partner for our members. Our strong branch traffic shows there's still something special about the face-to-face conversations you’ll support. Having relationship-based discussions to uncover a member’s financial needs will allow you to offer exceptional consumer deposit and loan products solutions. If you seek meaningful work and aspire to create a positive, life-changing difference in your community, we'd like to talk with you!

Read the original listing on recruiting2.ultipro.com

About Community First Credit Union

From its Form 990