UW Credit Union · 7 hours ago
Financial Specialist: Madison area (Spanish-Bilingual Required)
Madison
Full-time
Onsite
Mid Level
3+ years expUW Credit Union is hiring Spanish Bilingual Financial Specialists to serve our members in the Madison area. The role involves understanding members' needs, offering financial education, and making tailored recommendations to help them achieve their financial goals.
BankingFinancial ServicesMortgage
Responsibilities
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
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
Qualification
Required
Spanish Bilingual
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
Preferred
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
Benefits
$1.25 Spanish-Bilingual premium
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
Employee Assistance Program
Company
UW Credit Union
UW Credit Union is a provider of a full range of consumer financial services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Paul Kundert
President/CEO
Brad McClain
CFO
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