Financial Specialist: Madison Area Branch
Financial Specialist: Madison Area Branch
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Job Description
Overview
UW Credit Union is hiring a group of Financial Specialists Onboarders 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!
The deadline to apply is Sunday August 10th.
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 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 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 September 29th.
Why Work for UW Credit Union
Join one of Wisconsins premier financial institutions a 2025 Top Workplaces USA and multi-year recipient of Madison Magazines Best Places to Work Wisconsin State Journals Top Workplaces and Milwaukee Journal Sentinels Top Workplaces to receive:
- 21.5 days of 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 reward bonus
- Competitive Medical Dental and Vision plans including domestic partner eligibility
- Free bus pass
- Employee Assistance Program
- Starting Salary: $23.50 / hour - $28.00 / hour; Mid-point is $27.31 / hour
- And more!
Responsibilities
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 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
Qualifications
These skills and experiences are essential to your success:
- 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-setin 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-setto 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:
- 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
This training class is anticipated to begin September 29th:
- Virtual classroom and branch training for the first 12-weeks 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 dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment hiring development and promotion processes are based on an individuals qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race color religion sex (including pregnancy sexual orientation and gender identity) national origin age disability genetic information or any other characteristics protected by federal state or local laws. If you require a reasonable accommodation for any part of the employment process please email.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
