Personal Banker: Madison Area Branches

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OverviewUW Credit Union is growing and hiring a group of Personal Banker (internally known as Financial Specialists) to provide remarkable service and support our members in the Madison area. 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, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams.
As a Financial Specialist, 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 agevolazioni each member and making a positive difference in members' lives




Do you have experience with consultative sales and/or recommending products and services to customers? Are you self-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you
This Financial Specialist training class has a start date of September 21st.
ResponsibilitiesA Day in the life of a Financial Specialist
Every day will be different, but below is a snapshot of what you will do:
- 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 produc

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