ph3Overview /h3pUW Credit Union is growing and hiring a group of Pstrongersonal Banker (internally known as Financial Specialists) /strong to provide remarkable service and support our members in the Madison area. Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union! /ppbWhy This Job Is Right for You /b /ppYou will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Financial Specialists are devoted to you and your learning/training. /ppYour role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. /ppAs a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly vantaggi each member and making a positive difference in members' lives! /ppDo you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you! /ppbThis Financial Specialist training class has a start date of September 21st. /b /ph3Responsibilities /h3pbA Day in the life of a Financial Specialist /b /ppEvery day will be different, but below is a snapshot of what you will do: /pulliStart the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day /liliGreet members as they come into the branch and be a resource to our members /liliMeet with members to learn about their financial goals and educate them on financial products and services /liliOpen up accounts, complete loan applications,



answer member questions, and handle transactions /liliJoin the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products /liliUnderstand all credit union products and services through training and self-guided learning tools /liliCall members to check-in and follow-up on new account activity /liliPartner with team members to meet the goals for product sales and referrals /liliBe a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists /liliHandle escalations to effectively address critical member needs and concerns /li /ulh3Qualifications /h3pbuWhat You’ll Need to Succeed /u /b /ppbThese skills and experiences are essential to your success: /b /pulli3+ years of customer service and/or consultative sales experience /liliDemonstrated analytical, accuracy and problem-solving skills /liliAbility to learn a wide range of knowledge and continue to learn and develop your skill-setin a robust feedback environment /liliStrong verbal and written interpersonal communication skills /liliAbility to develop and maintain positive relationships and provide top-notch service /liliDemonstrated experience being flexible, adaptable, coachable,



and collaborative in an autonomous and constantly changing work environment /liliNatural skill-setto lead and influence others /liliProficiency with personal computer and office software /liliMust obtain and maintain Notary Public certification in accordance with state requirements /li /ulpbThese attributes and knowledge are desired but not required: /b /pulli1-2 years of experience working in a financial institution or in a retail leadership role /liliKnowledge of new accounts, savings instruments, and consumer lending /liliConsultative sales experience /li /ulpbThis training class is anticipated to begin September 21st. /b /pulliVirtual, classroom and branch training for the first 12-weeks of employment /liliOn the job training at a greater Madison area branch location that will be determined by your start date /lili3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam /liliContinuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules /li /ulh3Working at UW Credit Union /h3pbuWhy work for UW Credit Union? /u /b /ppJoin one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive: /pulli21.5+ days annual paid time off /lili2 weeks paid caregiver leave /lili2.5 weeks paid new child parental leave /lili2 days paid volunteer time /lili11 paid holidays (includes your birthday!) /lili401k company match of up to 5%, plus approximately 4% discretionary match /liliVariable bonus reward /liliCompetitive Medical, Dental and Vision plans, including domestic partner eligibility /liliEmployee Assistance Program /li /ulpAll employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category. /p /p #J-18808-Ljbffr

📌 Personal Banker: Madison Area Branches (Verona)
🏢 UW Credit Union
📍 Verona