Private banker Jobs in Madison, WI

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 :

Qualifications :

What Youll 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 September 30th :

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.