Financial Specialist: Milwaukee Area Branches
UW Credit Union
- Milwaukee, WI
- $48,000-56,000 per year
- Permanent
- Full-time
- 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
- Free bus pass and bublr/ BCycle membership
- Employee Assistance Program
- Salary: $48,000 - $56,000
- And more!
- Start the day at your assigned branch location and meet with you 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
- 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
- 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
- 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
- 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
- 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