UW Credit Union
Financial Specialist: Milwaukee Area Branches
UW Credit Union, West Allis, Wisconsin, United States
Job Details
Job ID: 2025-5907
Location: West Allis, Milwaukee Area
Category: Financial Specialist
Full Time Equivalent: 1.0
Schedule: Monday-Friday 8:30am-6:15pm (plus 8:00am Wednesday team updates); 6 Saturdays per quarter 8:30am-1:30pm
Salary Grade: 7
Hourly Rate: $23.50 - $27.31
Overview UW Credit Union is growing and hiring a group of Financial Specialists in the Milwaukee area to provide remarkable service and support our members as our team expands and develops! Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!
Why This Job Is Right for You
You will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Financial Specialists are devoted to you and your learning/training.
Your role involves understanding members' needs, offering financial education, consultative sales—making tailored recommendations to help them achieve their financial goals and dreams.
As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives!
Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motivated, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!
This Financial Specialist training class has a start date of January 5th.
Benefits
21.5+ days annual paid time off
Bilingual employees receive an additional $1.25/hour premium
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
Employee Assistance Program
Salary: $23.50 / hour - $27.31 / hour
And more!
Responsibilities A Day in the life of a Financial Specialist
Every day will be different, but below is a snapshot of what you will do:
Start the day at your assigned branch location and meet with your team for a morning huddle to discuss updates and goals for the day
Greet members as they come into the branch and be 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
Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
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
Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists
Handle escalations to effectively address critical member needs and concerns
Qualifications What You'll Need to Succeed
These skills and experiences are essential to your success:
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
Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment
Natural skill-set to lead and influence others
Proficiency with personal computer and office software
Must obtain and maintain Notary Public certification in accordance with state requirements
These attributes and knowledge are desired but not required:
1-2 years of experience working in a financial institution or in a retail leadership role
Knowledge of new accounts, savings instruments, and consumer lending
Consultative sales experience
This training class is anticipated to begin January 5th:
Virtual, classroom and branch training for the first 12-weeks of employment
On the job training at a greater Milwaukee area branch location that will be determined by your start date
3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam
Continuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules
UW Credit Union is dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment, hiring, development, and promotion processes are based on an individual's qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristics protected by federal, state, or local laws. If you require a reasonable accommodation for any part of the employment process, please email employment@uwcu.org.
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Job ID: 2025-5907
Location: West Allis, Milwaukee Area
Category: Financial Specialist
Full Time Equivalent: 1.0
Schedule: Monday-Friday 8:30am-6:15pm (plus 8:00am Wednesday team updates); 6 Saturdays per quarter 8:30am-1:30pm
Salary Grade: 7
Hourly Rate: $23.50 - $27.31
Overview UW Credit Union is growing and hiring a group of Financial Specialists in the Milwaukee area to provide remarkable service and support our members as our team expands and develops! Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!
Why This Job Is Right for You
You will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Financial Specialists are devoted to you and your learning/training.
Your role involves understanding members' needs, offering financial education, consultative sales—making tailored recommendations to help them achieve their financial goals and dreams.
As a Financial Specialist, you'll experience the meaningful impact of your assistance, guiding members through pivotal financial moments such as opening their first account, securing loans, and planning for retirement. At UW Credit Union, our focus is on providing personalized solutions that truly benefit each member and making a positive difference in members' lives!
Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motivated, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!
This Financial Specialist training class has a start date of January 5th.
Benefits
21.5+ days annual paid time off
Bilingual employees receive an additional $1.25/hour premium
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
Employee Assistance Program
Salary: $23.50 / hour - $27.31 / hour
And more!
Responsibilities A Day in the life of a Financial Specialist
Every day will be different, but below is a snapshot of what you will do:
Start the day at your assigned branch location and meet with your team for a morning huddle to discuss updates and goals for the day
Greet members as they come into the branch and be 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
Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
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
Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists
Handle escalations to effectively address critical member needs and concerns
Qualifications What You'll Need to Succeed
These skills and experiences are essential to your success:
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
Demonstrated experience being flexible, adaptable, coachable, and collaborative in an autonomous and constantly changing work environment
Natural skill-set to lead and influence others
Proficiency with personal computer and office software
Must obtain and maintain Notary Public certification in accordance with state requirements
These attributes and knowledge are desired but not required:
1-2 years of experience working in a financial institution or in a retail leadership role
Knowledge of new accounts, savings instruments, and consumer lending
Consultative sales experience
This training class is anticipated to begin January 5th:
Virtual, classroom and branch training for the first 12-weeks of employment
On the job training at a greater Milwaukee area branch location that will be determined by your start date
3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam
Continuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules
UW Credit Union is dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment, hiring, development, and promotion processes are based on an individual's qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristics protected by federal, state, or local laws. If you require a reasonable accommodation for any part of the employment process, please email employment@uwcu.org.
#J-18808-Ljbffr