Financial Specialist: Madison Area

Why This Job Is Right for You

UW Credit Union is hiring for a group of Financial Specialists to provide remarkable service and support our members! 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.

Financial Specialists play an instrumental role in the retention and satisfaction of UWCU members. Using the UW Credit Union ‘Members for Life philosophy’, the Financial Specialist’s purpose is to establish and maintain relationships with members, uncover their true needs, provide education on financial options, and make recommendations to help members achieve their financial dreams.

In creating those meaningful connections, Financial Specialists see every ‘you’ – from opening a member’s first checking account, to applying for an auto loan or first mortgage, to discussing retirement savings, and beyond.

UW Credit Union Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists at UW Credit Union take time to provide quality solutions unique to each member. Humanity counts most to us, and we would rather miss a sales goal, than make a recommendation that is not in the member’s best interest.

If you naturally cultivate and build relationships, are intrinsically inquisitive, empathetic, and solutions-oriented, then this is the job for you!

What You’ll Do

• Achieve balanced scorecard results by meeting specified goals for product sales & referrals
• Acquire, develop, and build member relationships
• Appropriately analyze member needs, educate members about financial choices, and recommend appropriate financial products and services
• Maintain high degree of knowledge in all credit union products and services
• Actively participate in member ‘courtesy calling’ and ‘new account follow-up activities’
• Exhibit a high degree of ‘mobility’ when developing and expanding member relationships
• Utilize networking skills when developing and expanding member relationships
• Contribute to activities that promote individual and organizational success
• Responsible for ensuring that all loan applications, accounts, and member transactions are accurate, complete, and appropriate for the member request

What You’ll Need to Succeed

These skills and experiences are essential to your success:

• 1-2 years of direct retail sales experience
• Demonstrated analytical, accuracy and problem-solving skills
• Exceptional customer service skills
• Strong verbal and written interpersonal communication skills
• Proficiency with personal computer and office software
• Knowledge of new accounts, savings instruments, and consumer lending is 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

This training class is anticipated to start on July 10th:

• Virtual, classroom and branch training for the first 12-weeks of employment
• On the job training at a Madison area branch location that will be determined by your start date.
• 2 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

Why work for UW Credit Union?

• 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
• And more!

UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.