Financial Program Assistant
kohlercu
About this role
A Financial Program Assistant at Kohler Credit Union supports investment and retirement advisors by managing client communications, organizing schedules, and ensuring compliance with financial regulations. The role involves coordinating events, maintaining CRM records, and assisting with financial processes to create a seamless experience for members.
Skills
Qualifications
About kohlercu
kohlercu.comKohler Credit Union is a member-owned financial cooperative delivering full-service banking to individuals and small businesses. It offers deposit accounts, a range of loans (auto, mortgage, personal), credit cards, and modern digital banking tools to meet members’ needs. The credit union emphasizes competitive rates, personalized service, and financial education, guided by a commitment to member wellbeing. Based in Kohler, Wisconsin, it supports the local community through outreach and partnerships to help members build secure financial futures.
About kohlercu
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for kohlercu.
Salary
$44k – $50k
per year