UW Credit Union is hiring Spanish Bilingual Financial Specialists to serve our members in the Madison area! Base pay + $1.25 per hour Spanish Bilingual premium! Financial Specialists play an instrumental role in the retention and satisfaction of UWCU members. Using the UW Credit Union 'Members for Life philosophy', the Financial Specialist's purpose is to establish and maintain relationships with members, uncover their true needs, provide education on financial options, and make recommendations to help members achieve their financial dreams.
In creating those meaningful connections, Financial Specialists see every 'you' – from opening a member's first checking account, to applying for an auto loan or first mortgage, to discussing retirement savings, and beyond.
UW Credit Union Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member. Humanity counts most to us, and we would rather miss a sales goal, than make a recommendation that is not in the member's best interest.
If you are naturally inquisitive, empathetic, and solutions-oriented, then this is the job for you! ?
Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a 2023 Top Workplaces USA 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:
$1.25 Spanish-bilingual premium 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (includes your birthday!)401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Start out earning between $50,000-$58,000 per year! Competitive Medical, Dental and Vision plans, including domestic partner eligibility Discounted bus pass and bublr/ BCycle membership Employee Assistance Program And more! UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence. What You'll Do Achieve balanced scorecard results by meeting specified goals for product sales & referrals Acquire, develop, and build member relationships Appropriately analyze member needs, educate members about financial choices, and recommend appropriate financial products and services Maintain high degree of knowledge in all credit union products and services Actively participate in member 'courtesy calling' and 'new account follow-up activities' Exhibit a high degree of 'mobility' when developing and expanding member relationships Utilize networking skills when developing and expanding member relationships Contribute to activities that promote individual and organizational success Responsible for ensuring that all loan applications, accounts, and member transactions are accurate, complete, and appropriate for the member request What You'll Need to Succeed These skills and experiences are essential to your success: 1-2 years of direct retail sales experience Demonstrated analytical, accuracy and problem-solving skills Exceptional customer service skills Strong verbal and written interpersonal communication skills Proficiency with personal computer and office software Knowledge of new accounts, savings instruments, and consumer lending is desired, but not required These attributes and knowledge are desired but not required: 1-2 years of experience working in a financial institution or in a retail leadership role Knowledge of new accounts, savings instruments, and consumer lending This training class is anticipated to start on April 15th: Virtual, classroom and branch training for the first 12-weeks of employment On the job training at a Madison area branch location that will be determined by your start date. 3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam Continuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.
