Financial Specialist : Madison Area

Financial Specialist : Madison Area (Spanish-Bilingual)

UW Credit Union is hiring Spanish Bilingual Financial Specialists to serve our members in the Madison area! Base pay + $1.25 per hour Spanish Bilingual premium!

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. 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-motivated, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!

This Financial Specialist training group has a start date of January 5th.

Why Work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace 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 Employee Assistance Program Salary : $50,000 - $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 your 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...