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Form of workUW Credit Union is looking for Spanish Bilingual Personal Bankers (Financial Specialists) in Madison! Earn base pay plus a $1.25 per hour Spanish Bilingual premium.
As a Financial Specialist, you'll play a key role in keeping UWCU members satisfied. Following the 'Members for Life philosophy,' your goal is to build and maintain relationships, understand members' needs, offer financial education, and make recommendations to help them achieve their financial goals.
Your work as a Financial Specialist involves various aspects, from opening checking accounts to assisting with loans, mortgages, and retirement savings. At UW Credit Union, we prioritize meaningful connections over strict sales targets. We value humanity, and our focus is on providing quality, member-centric solutions.
If you're naturally curious, empathetic, and solutions-oriented, this job is perfect for you!
Why join UW Credit Union?
- $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 (including your birthday!)
- 401k company match up to 5%, plus approximately 4% discretionary match
- Variable bonus reward
- Starting salary between $50,000-$58,000 per year
- Competitive Medical, Dental, and Vision plans
- Discounted bus pass and bublr/BCycle membership
- Employee Assistance Program
- And more!
What You’ll Do
- Meet specific goals for product sales and referrals to achieve balanced scorecard results.
- Build and nurture member relationships by acquiring and developing them.
- Analyze member needs, provide financial education, and suggest suitable financial products and services.
- Maintain a thorough understanding of all credit union products and services.
- Actively engage in 'courtesy calling' and 'new account follow-up activities' for members.
- Demonstrate flexibility in developing and expanding member relationships.
- Utilize networking skills to enhance member connections.
- Contribute to activities that foster individual and organizational success.
- Ensure accuracy, completeness, and appropriateness of all loan applications, accounts, and member transactions.
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
- Desired, but not required: knowledge of new accounts, and consumer lending
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
- On the job training at a Madison area branch location (determined by your start date)
- 3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam
- Growth 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.
