Personal Banker: Oconomowoc Branch

UW Credit Union•Oconomowoc, WI

4d•$25•Onsite

About The Position

UW Credit Union is hiring a Personal Banker to provide service and support to members at its Oconomowoc branch. The role involves understanding members’ needs, providing financial education, and making tailored recommendations through consultative sales to help members reach their financial goals. Personal Bankers guide members through financial milestones such as opening accounts, obtaining loans, and planning for retirement. The first 12 weeks include virtual, classroom, and branch training, followed by on-the-job training at the Oconomowoc branch. Training also includes three hours per week of dedicated study for the Credit Life Credit Disability (CLCD) Exam, along with ongoing learning and development. The training class is anticipated to begin January 4, 2027.

Requirements

At least 3 years of customer service and/or consultative sales experience.
Demonstrated analytical, accuracy, and problem-solving skills.
Ability to learn a broad range of information and continue developing skills in a robust feedback environment.
Strong verbal and written interpersonal communication skills.
Ability to develop and maintain positive relationships and provide high-quality service.
Demonstrated flexibility, adaptability, coachability, and collaboration in an autonomous and constantly changing work environment.
Ability to lead and influence others.
Proficiency with a personal computer and office software.
Must obtain and maintain Notary Public certification in accordance with state requirements.
Must possess valid work authorization to work for UW Credit Union by the hire date; UW Credit Union does not provide immigration sponsorship or support for employment authorization.

Nice To Haves

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.

Responsibilities

Attend a morning branch huddle to discuss updates and goals for the day.
Greet members at the branch and serve as a resource for them.
Meet with members to understand their financial goals and educate them about financial products and services.
Open accounts, complete loan applications, answer member questions, and handle transactions.
Attend the weekly 8:00 a.m. team meeting for team updates, branch news, and information about new products.
Learn 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 product sales and referral goals.
Serve as a branch leader, mentor, and positive role model for Tellers and Financial Specialists.
Handle escalations to address critical member needs and concerns effectively.

Benefits

21.5+ days of annual paid time off.
$1.25 Spanish-bilingual premium.
Two weeks of paid caregiver leave.
2.5 weeks of paid new-child parental leave.
Two days of paid volunteer time.
11 paid holidays, including the employee’s birthday.
401(k) company match of up to 5%, plus an approximately 4% discretionary match.
Variable bonus reward.
Competitive medical, dental, and vision plans, including domestic partner eligibility.
Employee Assistance Program.