https://amzn.to/44P6GXZ
ID | 2024-5308 |
Location : City |
Waukesha |
Category | Financial Specialist |
FTE | 1.0 |
Schedule | Availability Monday-Friday 8:30am-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 opening a new branch in Oconomowoc, WI. We are hiring a group of Financial Specialists to provide remarkable service and support our members as our team expands and develops!
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.
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.
Do you have experience with consultative sales and/or recommending products and services to customers? Are you naturally cultivate and build relationships, are self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!
The Financial Specialist training group has an anticipated start date of Monday, April 15th.
Why work for UW Credit Union?
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:
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:
Qualifications
What You’ll Need to Succeed
These skills and experiences are essential to your success:
These attributes and knowledge are desired but not required:
This training class is anticipated to start on April 15th:
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.
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