Financial Specialist :

Financial Specialist : Whitewater Branch

Location : Whitewater

Category : Financial Specialist

FTE : 1.0

Schedule : Monday - Friday 8 : 45AM - 5 : 15PM, adjusted summer hours 8 : 15AM - 4 : 45PM, occasional evening or weekend shift for campus events

Salary Grade 7 Min USD $23.50 / Hr. Mid USD $27.31 / Hr.

Overview : UW Credit Union is hiring for a Financial Specialist to serve our members at our Whitewater branch! Financial Specialists play an instrumental role in the retention and satisfaction of our 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 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. 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.

Why This Job Is Right for You : 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 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!

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 : 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.

UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities.