Spanish Bilingual Personal Banker: Madison Area ($1.25 per hour premium!)

About the role

UW Credit Union is hiring a Spanish Bilingual Personal Banker to serve our members in the Madison area. Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union. Base pay includes a $1.25 per hour Spanish Bilingual premium. The first 12-weeks of employment for our Financial Specialists are devoted to onboarding and 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.

Responsibilities

A day in the life of a Financial Specialist is different every day, but typical tasks include:

• Starting the day at your assigned branch location and meeting with your team for a morning huddle to discuss updates and goals for the day
• Greeting members as they come into the branch and being a resource to our members
• Meeting with members to learn about their financial goals and educating them on financial products and services
• Opening up accounts, completing loan applications, answering member questions, and handling transactions
• Joining the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
• Understanding all credit union products and services through training and self-guided learning tools
• Calling members to check-in and follow-up on new account activity
• Partnering with team members to meet the goals for product sales and referrals
• Being a leader at the branch and serving as a mentor and positive role model for Tellers and Financial Specialists
• Handling escalations to effectively address critical member needs and concerns

Qualifications

To succeed in this role, you will need:

• 3+ 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
• Maintenance of Notary Public certification in accordance with state requirements

Desired but not required qualifications include:

• 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

Benefits

Working at UW Credit Union offers many benefits, including:

• $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

Pay and Schedule

This training class is anticipated to start on September 21st, with a combination of virtual, classroom, and branch training for the first 12-weeks of employment. On-the-job training will take place at a greater Madison area branch location, with 3 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam.