Financial Specialist: Milwaukee Area Branches
2 weeks ago
UW Credit Union is seeking a Financial Specialist to provide exceptional service and support to our members in the Milwaukee area. As a Financial Specialist, you will be responsible for understanding members' financial goals and providing tailored recommendations to help them achieve their financial objectives.
Key Responsibilities:
- Meet with members to learn about their financial goals and educate them on financial products and services
- Open accounts, complete loan applications, 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
Requirements:
- 3-5 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
What We Offer:
- $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 (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
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