Financial Specialist: Milwaukee Area Branches

UW Credit Union • Wauwatosa, WI

3d

About The Position

UW Credit Union is growing and hiring a group of Financial Specialists to provide remarkable service and support our members as our team expands and develops! Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!
Why This Job Is Right for You
You 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.
Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams.
As 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 benefit each member and making a positive difference in members' lives!
Do 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!
This Financial Specialist training class has a start date of March 30th.
Why work for UW Credit Union?
Join 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:
21.5+ days annual paid time off
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
Competitive Medical, Dental and Vision plans, including domestic partner eligibility
Employee Assistance Program

Requirements

• 3+ years of customer service and/or consultative sales experience
• Demonstrated analytical, accuracy and problem-solving skills
• Ability to learn a wide range of knowledge and continue to learn and develop your skill-set in a robust feedback environment
• Strong verbal and written interpersonal communication skills
• Ability to develop and maintain positive relationships and provide top-notch service
• Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment
• Natural skill-set to lead and influence others
• Proficiency with personal computer and office software
• Must obtain and maintain Notary Public certification in accordance with state requirements

Nice To Haves

• 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
• Consultative sales experience

Responsibilities

• Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day
• Greet members as they come into the branch and be a resource to our members
• Meet with members to learn about their financial goals and educate them on financial products and services
• Open up accounts, complete loan applications, answer member questions, and handle transactions
• Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
• Understand all credit union products and services through training and self-guided learning tools
• Call members to check-in and follow-up on new account activity
• Partner with team members to meet the goals for product sales and referrals
• Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists
• Handle escalations to effectively address critical member needs and concerns

Benefits

• 21.5+ days annual paid time off
• 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
• Competitive Medical, Dental and Vision plans, including domestic partner eligibility
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed