Personal Banker: Waukesha County Branches

UW Credit Union•Village of Pewaukee, WI

17d•Onsite

About The Position

UW Credit Union is growing and hiring a group of Personal Banker (internally known as Financial Specialists) to provide remarkable service and support to our members in the Waukesha County area. Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union! Spanish-Bilingual Candidates encouraged to apply! 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, consultative sales - making tailored recommendations to help them achieve their financial goals and dreams. As a Personal Banker 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-motived, curious, empathetic, and solutions-oriented? If yes, then this is the job for you! This training class has a start date of September 21st.

Requirements

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
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

Start the day at your assigned branch location and meet with you 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 products and services
Open up accounts, complete loan applications, answer member questions, and handle transactions
Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products
Understand all 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 the goals for product sales and referrals
Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists
Handle escalations to effectively address critical member needs and concerns

Benefits

21.5+ days annual paid time off
$1.25 Spanish-Bilingual premium
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