Financial Specialist: Milwaukee Area Branches

2 weeks ago


Wauwatosa, Wisconsin, United States UW Credit Union Full time
Financial Specialist: Milwaukee Area Branches

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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