Madison Area Financial Expert

2 days ago


Madison, Wisconsin, United States UW Credit Union Full time
About Us

UW Credit Union is a premier financial institution in Wisconsin, recognized as a Top Workplace USA and recipient of various awards for its commitment to employees. Our mission is to provide personalized solutions that benefit each member and make a positive impact on their lives.

Job Overview

We are seeking a highly skilled Financial Specialist to join our team in the Madison area. As a key member of our branch, you will be responsible for providing exceptional service to members, educating them on financial products and services, and guiding them through pivotal financial moments.

Responsibilities
  • Greet members and serve as 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
Requirements
  • 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
Benefits
  • 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
Estimated Salary Range

$51,000 - $57,600 per year, based on a 40-hour workweek and hourly rate range.

About Your Career Path

This role offers continuous learning and development opportunities, including transparent dialogs, resources, tools, and technical learning modules. You will have the chance to work in a collaborative environment with a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.



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