Financial Specialist Madison Area Branches Multiple openings
Financial Specialist Madison Area Branches Multiple openings
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Job Description
Overview
UW Credit Union is growing and hiring a group of Financial Specialiststo 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 12weeks 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 youll 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 selfmotived curious empathetic and solutionsoriented If yes then this is the job for you!
This Financial Specialist training class has a start date of June 30.
Why work for UW Credit Union
Join one of Wisconsins premier financial institutions a National Top Workplace and multiyear recipient of Madison Magazines Best Places to Work Wisconsin State Journals Top Workplaces and Milwaukee Journal Sentinels 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
- Free bus pass
- Employee Assistance Program
- Salary: $23.50 / hour $27.31 / hour
- And more!
Responsibilities
A Day in the life of a Financial Specialist
Every day will be different but below is a snapshot of what you will do:
- 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 selfguided learning tools
- Call members to checkin and followup 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
Qualifications
What Youll Need to Succeed
These skills and experiences are essential to your success:
- 3 years of customer service and/or consultative sales experience
- Demonstrated analytical accuracy and problemsolving skills
- Ability to learn a wide range of knowledge and continue to learn and develop your skillsetin a robust feedback environment
- Strong verbal and written interpersonal communication skills
- Ability to develop and maintain positive relationships and provide topnotch service
- Demonstrated experience being flexible adaptable coachable and collaborative in an autonomous and constantly changing work environment
- Natural skillsetto lead and influence others
- Proficiency with personal computer and office software
- Must obtain and maintain Notary Public certification in accordance with state requirements
These attributes and knowledge are desired but not required:
- 12 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
This training class is anticipated to begin June 30:
- Virtual classroom and branch training for the first 12weeks of employment
- On the job training at a greater 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 committed to providing Equal Employment Opportunity(EEO) to all employees and applicants and prohibits discrimination of any type without regard to race color ethnicity gender age disability status pregnancy religion religion creed marital status familial status sexual orientation gender identity or expression genetics citizenship status national origin political belief ancestry military status protected veteran status arrest or conviction record or any other characteristics protected by federal state or local laws.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
