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Financial Specialist
2 months ago
We are seeking a highly skilled Financial Specialist to join our team at UW Credit Union. As a Financial Specialist, you will be responsible for providing exceptional service to our members, understanding their financial goals, and offering tailored recommendations to help them achieve their objectives.
Key Responsibilities- Meet with members to discuss their financial needs and goals
- Offer financial education and consultative sales to help members achieve their objectives
- Open accounts, complete loan applications, and handle transactions
- Understand and explain all credit union products and services to members
- Partner with team members to meet sales and referral goals
- Lead by example and serve as a mentor and positive role model for Tellers and Financial Specialists
- 3-5 years of customer service and/or consultative sales experience
- Demonstrated analytical, accuracy, and problem-solving skills
- Ability to learn and develop new skills in a robust feedback environment
- Strong verbal and written communication skills
- Ability to develop and maintain positive relationships with members
- $1.25 Spanish-Bilingual Premium
- 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 (including 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