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Banker Jobs in Madison, WI

Last updated: 1 day ago
  • Promoted
Personal Banker : Madison Area Branches

Personal Banker : Madison Area Branches

UW Credit UnionMadison, WI, United States
$48,000.00–$56,000.00 yearly
Full-time
UW Credit Union is growing and hiring a group of.Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!. You will find that onboarding and training is a top p...Show moreLast updated: 6 days ago
Personal Banker Middleton, WI.

Personal Banker Middleton, WI.

Wells FargoMiddleton, WI
Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental ...Show moreLast updated: 30+ days ago
  • Promoted
Personal Banker

Personal Banker

Creative Financial StaffingMadison, WI, United States
Full-time
Voted "Best Workplace in Madison".Imagine working for a company that truly values you, not just your work, but who you are. Our client is consistently recognized as one of the top workplaces in Madi...Show moreLast updated: 1 day ago
  • Promoted
Banker

Banker

Associated Bank - CorpMadison, WI, United States
$17.00–$27.58 hourly
Full-time
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your gr...Show moreLast updated: 30+ days ago
  • Promoted
Associate Banker

Associate Banker

BMO Financial GroupMadison, WI, United States
$41,715.00–$50,000.00 yearly
Delivers exceptional service to BMO customers and prospects.Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers.Work...Show moreLast updated: 15 days ago
  • Promoted
Market Relationship Banker

Market Relationship Banker

Old National BankMadison, WI, United States
$17.00–$29.75 hourly
Old National Bank has been serving clients and communities since 1834.With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show moreLast updated: 30+ days ago
Business Banker WI ID68018

Business Banker WI ID68018

Adams, Inc.WI, US
Job Leads are potential openings we are willing to investigate for you.By completing this form, you are indicating to us that you are interested in exploring this opportunity in greater depth : Busi...Show moreLast updated: 30+ days ago
Relationship Banker - Old Saybrook, CT

Relationship Banker - Old Saybrook, CT

JPMorgan Chase Bank, N.A.Madison, US
$22.50–$27.88 hourly
Full-time
You have a passion for helping customers, building relationships, and delivering extraordinary customer service.You are energetic and enthusiastic as the face of Chase to our retail branch customer...Show moreLast updated: 3 days ago
Commercial Banker - Middle Market Banking - Vice President

Commercial Banker - Middle Market Banking - Vice President

JPMorgan Chase & Co.Madison, WI, United States
Full-time
You are customer focused, enjoy building relationships and providing financial advice to your clients.A role as a Commercial Banker is for you. As a Commercial Banker within the Middle Market Bankin...Show moreLast updated: 30+ days ago
Personal Banker : Madison Area Branches

Personal Banker : Madison Area Branches

UW Credit UnionMadison, WI, United States
6 days ago
Salary
$48,000.00–$56,000.00 yearly
Job type
  • Full-time
Job description

Overview :

UW Credit Union is growing and hiring a group of Personal Bankers (internally known as 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, as a Financial Specialist, 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 benefit 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!

UW Credit Union currently has 11 branches in the Madison area that hire and staff Financial Specialist. Those branches are Capitol Square, University Avenue, Fish Hatchery, Pier 37 (Monona), Eastside, Northport, Middleton Hills, Fitchburg, Junction Road, Verona, & Sun Prairie.

This Financial Specialist training group has an anticipated start date of September 30th.

Why work for UW Credit Union?

Join one of Wisconsins premier financial institutions, a 2023 Top Workplaces USA and multi-year recipient of Madison Magazines Best Places to Work, Wisconsin State Journals Top Workplaces, and Milwaukee Journal Sentinels Top Workplaces to receive :

  • 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
  • And more!

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 :

  • 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
  • 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
  • Qualifications :

    What Youll Need to Succeed

    These skills and experiences are essential to your success :

  • 3-5 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
  • These attributes and knowledge are 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
  • Consultative sales experience
  • This training class is anticipated to start on September 30th :

  • Virtual, classroom and branch training for the first 12-weeks of employment
  • On the job training at a greater Madison area branch location that will be determined by your start date
  • 3 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
  • 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.