U W CREDIT UNION Financial Specialist: Milwaukee Area
Location: Milwaukee, Wisconsin
Job ID: 2024-5585
Category: Financial Specialist
FTE: 1.0
Schedule Availability: Monday-Friday 8:15am-6:15pm + 6 Saturdays per quarter 8:30am-1:30pm
Salary Grade: 7 Min USD $23.00/Hr. Mid USD $26.63/Hr.
Overview: UW Credit Union is growing and hiring a group of Spanish-Bilingual Financial Specialists 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, and consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. 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!
Qualifications: 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!
Branches: UW Credit Union currently has 12 branches in the Milwaukee area that hire and staff Financial Specialists. Those branches are Mayfair, Wauwatosa, Elm Grove, West Allis, Waukesha, New Berlin, Bay View, UW-Milwaukee Campus, Bayshore, Franklin, Southridge, and Oak Creek.
Benefits: Join one of Wisconsin's premier financial institutions, a 2023 Top Workplaces USA and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:
- $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
- Discounted Bublr membership
- Free bus pass
- Employee Assistance Program
Salary: $48,000 - $56,000
For full info follow the application link.
UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities.
APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/BCE3011029DA46AA
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