Financial Services Representative

2 weeks ago


Madison, Wisconsin, United States UW Credit Union Full time
{"title": "Financial Services Representative", "content": "Overview

UW Credit Union is seeking a Financial Services Representative to provide exceptional service and support to our members. As a key member of our team, you will be responsible for understanding members' financial goals and providing tailored solutions to help them achieve their objectives.

Responsibilities
  • Meet with members to discuss their financial needs and goals
  • Provide education on financial products and services
  • Open accounts, complete loan applications, and handle transactions
  • Develop and maintain positive relationships with members
  • Collaborate with team members to meet sales and referral goals
Requirements
  • 3-5 years of customer service and/or consultative sales experience
  • Demonstrated analytical, accuracy, and problem-solving skills
  • Ability to learn and develop skills in a feedback environment
  • Strong verbal and written communication skills
  • Ability to lead and influence others
What We Offer
  • 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
", "lang_code": "en-US"}

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