Financial Specialist: Oshkosh Branch
Financial Specialist: Oshkosh Branch
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1 Vacancy
Job Description
Overview
UW Credit Union is hiring for a Financial Specialist to serve our members at our Oshkosh branch!
Financial Specialists play an instrumental role in the retention and satisfaction of our members. Using the UW Credit Union Members for Life philosophy the Financial Specialists 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 meaningful connections Financial Specialists see every you from opening a members first checking account to applying for an auto loan or first mortgage to discussing retirement savings and beyond.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 members best interest.
Why This Job Is Right for You
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!
Why work for UW Credit Union
Join one of Wisconsins premier financial institutions a National Top Workplace 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 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
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
- 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
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 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
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
