Financial Specialist: Madison Area Branches
6 days ago
Submit your CV and any additional required information after you have read this description by clicking on the application button.
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, as a Financial Specialist, 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
UW Credit Union currently has 11 branches in the Madison area that hire and staff Financial Specialist. Those branches are Capitol Square, University Avenue, Fish Hatchery, Pier 37 (Monona), Eastside, Northport, Middleton Hills, Fitchburg, Junction Road, Verona, & Sun Prairie.
This Financial Specialist training group has an anticipated start date of January 6th.
Why work for UW Credit Union?
Join one of Wisconsin’s premier financial institutions, a 2023 Top Workplaces USA 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
Discounted Bublr membership
Free bus pass
Employee Assistance Program
Salary: $24.50 / hour - $28.00 / 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
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
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 start on January 6th:
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 proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.
-
Financial Specialist: Madison Area Branches
5 days ago
Madison, United States UW Credit Union Full timeOverview: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 YouYou will find that onboarding and training is a top priority for UW...
-
madison, United States Creative Financial Staffing Full timeBILLING SPECIALISTJoin a leading company in the Madison, WI area! ABOUT THE COMPANY: CFS is partnering with a well-known Madison-based company seeking a dedicated Billing Specialist to join their expanding team. This role offers an exciting opportunity to contribute to a dynamic legal environment during a period of remarkable growth. WHY YOU SHOULD CONSIDER...
-
Madison, Wisconsin, United States Madison Area Technical College Full timeMadison College is a first-choice institution that offers exceptional educational opportunities to our students, providing high-demand skills for professional and academic growth. We are recruiting a pool of highly motivated and qualified candidates to teach part-time courses for the Mathematics program.As a part-time Mathematics instructor at Madison...
-
Creative Financial Staffing | Accounts Receivable
17 hours ago
madison, United States Creative Financial Staffing Full timeACCOUNTS RECEIVABLE & COLLECTIONS SPECIALIST-a hybrid, flexible schedules and fantastic benefits! Are you ready to grow your career with an industry leader?Our client, a well-established in the Madison area, is looking for an additional Accounts Receivable & Collections Specialist to join their Madison, WI, team. With over 50 years of success, this company...
-
Branch Sales Manager
1 month ago
Madison, United States Purpose Financial Full timeAddress : 719 W. Base Street, Madison, Florida, United States - 32340 Bi-Lingual Spanish is a plus!! Since 1997, Advance America has helped millions of hardworking people with a variety of personalized financial solutions. We are a nationally recognized, fully licensed financial services company with over 800 locations and online lending...
-
Medical Coding Specialist Instructor
4 weeks ago
Madison, Wisconsin, United States Madison Area Technical College Full timeJob Description:Madison Area Technical College is seeking a highly motivated and qualified candidate to teach part-time courses for the Medical Coding Specialist program.As a part-time instructor, you will be responsible for developing and delivering high-quality instruction, assessing student learning, and participating in college service activities.The...
-
Madison, WI, United States Creative Financial Staffing Full timeBILLING SPECIALISTJoin a leading company in the Madison, WI area! ABOUT THE COMPANY: CFS is partnering with a well-known Madison-based company seeking a dedicated Billing Specialist to join their expanding team. This role offers an exciting opportunity to contribute to a dynamic legal environment during a period of remarkable growth. WHY YOU SHOULD CONSIDER...
-
Branch Sales Manager
4 weeks ago
Madison, Wisconsin, United States Purpose Financial Full timePurpose Financial is seeking a highly skilled and experienced Branch Sales Manager to lead our team in achieving exceptional results. The ideal candidate will have a proven track record of success in sales leadership, customer acquisition, and branch management.Key Responsibilities:Develop and execute strategies to drive sales growth and customer...
-
madison, United States Creative Financial Staffing Full timeCustomer Service and Collections Specialist Location: Madison, WI About the CompanyJoin our well-established, people-first company in Madison, WI. We offer a dynamic work environment focused on both customer satisfaction and employee well-being. With a strong culture of collaboration, we provide regular team-building events and social activities, as well as...
-
Personal Banker
2 weeks ago
Madison, United States Skowhegan Savings Full timeJob Type Full-time Description Skowhegan Savings Bank seeks an individual to join our Madison team as a Personal Banker. This is a full-time, onsite position. Schedule is Monday-Friday with occasional Saturday hours. Position Summary: Reporting to the Branch Manager, Personal Bankers provide excellent customer service in processing transactions such as...
-
madison, United States Creative Financial Staffing Full timeSenior Financial Analyst About Us: Our client believes in affordable innovation. Situated in Madison, WI, the organization is the driving force behind a diverse array of cutting-edge products, ranging from decorative drapery hardware to top-tier garden tools. The dynamic team thrives on creativity, ingenuity, and a commitment to excellence. Job Purpose: Are...
-
Senior Financial Director
4 weeks ago
Madison, Wisconsin, United States YWCA of Madison Full timeJob Summary:We are seeking a highly skilled Chief Financial Officer to lead our financial operations at YWCA of Madison. The ideal candidate will have a strong background in accounting, finance, and leadership.Key Responsibilities:Oversee general accounting functions, including intercompany accounting, cash management, and financial reporting.Implement and...
-
Sales Representative
4 weeks ago
Madison, United States Metro Ford of Madison Full timeJob DescriptionJob DescriptionMETRO FORD OF MADISONNOW HIRING SALES REPRESENTATIVESNo Previous Experience RequiredWe Will Train You the RIGHT WAYMetro Ford of Madison is offering YOU a CAREER as a Sales and BDC Representative with a company that ALWAYS puts honesty and integrity first. The Auto Industry is STRONGER THAN EVER. Sales are up all over the...
-
madison, United States Creative Financial Staffing Full timePART-TIME ACCOUNTING CLERKLocation: position based in Madison, WI Summary of the Role: Are you looking to advance your career with a respected employer in the Madison area? Join a dynamic and community-focused company where your accounting skills will be essential. Be apart of a flexible work environment that supports your work-life balance while allowing...
-
Gymnastics Coach
1 month ago
Madison, New Jersey, United States Madison Area YMCA Full timeJob OpportunityWe are seeking a qualified Gymnastics Instructor to join our team at the Madison Area YMCA.Key Responsibilities:Teach gymnastics and Y Ninja classes to children in a safe and fun environment.Develop and maintain positive relationships with program participants and members.Requirements:Experience teaching gymnastics or a related field (training...
-
Retail Associate-Fresh Madison Market
2 months ago
Madison, United States Fresh Madison Market Full timeAt SpartanNash, we deliver the ingredients for a better life through customer-focused innovation. We do this for our supply chain customers and U.S. military commissaries, retail store guests and, most importantly, our Associates. In fact, we see a day when each will say, "I can't live without them." Our SpartanNash family of Associates is 17,000 strong,...
-
madison, United States Creative Financial Staffing Full timeJob Title: Controller - Healthcare Industry Location: Madison, WI Company Overview: We are to partner with a prestigious organization in the healthcare sector that is committed to delivering exceptional services and improving patient outcomes. With a strong reputation and a collaborative culture, this company is looking for a highly skilled Controller to...
-
Transportation Specialist
4 weeks ago
Madison, New Jersey, United States Madison Area YMCA Full timeJob SummaryThe Madison Area YMCA is seeking a reliable and safety-conscious Part-time Bus Operator to transport children to and from program sites. As a key member of our team, you will ensure the safe and efficient transportation of our youth, while maintaining a positive and supportive demeanor.Key ResponsibilitiesDrive a bus safely and efficiently,...
-
Madison, WI, United States Creative Financial Staffing Full timeCustomer Service and Collections Specialist Location: Madison, WI About the CompanyJoin our well-established, people-first company in Madison, WI. We offer a dynamic work environment focused on both customer satisfaction and employee well-being. With a strong culture of collaboration, we provide regular team-building events and social activities, as well as...
-
Respiratory Therapy Instructor Pool
4 weeks ago
Madison, Wisconsin, United States Madison Area Technical College Full timeJob Title: Respiratory Therapy Instructor PoolMadison Area Technical College is seeking a pool of highly motivated and qualified candidates to teach part-time courses for the Respiratory Therapy program.Job Summary:We are looking for a Respiratory Therapy Instructor to join our team. The successful candidate will be responsible for teaching part-time courses...