Personal Banker

Overview

UW Credit Union is growing and hiring a group of Personal Banker (internally known as Financial Specialists) to provide remarkable service and support our members in the Madison area. Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!

This Financial Specialist training class has a start date of January 4, 2027.

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!

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 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 You’ll 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-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

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 January 4, 2027.

• 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

Working at UW Credit Union

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

All employees must possess valid work authorization to work for UWCU on the date of hire.  UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category. 

Compensation: 25.2 to N/A (USD)