Personal Banker: Madison Area Branches

UW Credit Union•Verona, WI

2d•Onsite

About The Position

UW Credit Union is hiring Personal Bankers, internally known as Financial Specialists, to provide service and support to members at Madison-area branches. The role focuses on understanding members’ needs, providing financial education, and making tailored recommendations through consultative sales. Financial Specialists help members with important financial milestones, including opening accounts, obtaining loans, and planning for retirement. The first 12 weeks of employment are devoted to training, delivered virtually, in a classroom, and at a branch. Employees also receive three hours per week to study for the Credit Life Credit Disability (CLCD) Exam, along with ongoing learning and development opportunities. The assigned greater Madison-area branch will be determined by the employee’s start date. The training class is scheduled 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 excellent 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.

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 team huddle at the assigned branch to discuss updates and goals.
Greet members and serve as a resource to 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 a weekly 8:00 a.m. team meeting to learn about team updates, branch news, and 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 or more days of annual paid time off.
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.
Continuous learning and development opportunities.