Personal Banker: Milwaukee Area Branches

UW Credit Union • Glendale, WI

2d

About The Position

UW Credit Union is hiring Personal Bankers, internally known as Financial Specialists, to serve members at branches in the Milwaukee area. The role focuses on understanding members’ needs, providing financial education, and using consultative sales to recommend tailored products and services that help members achieve their financial goals. Personal Bankers assist members through important financial decisions, including opening accounts, obtaining loans, and planning for retirement.

The first 12 weeks of employment are devoted to onboarding and training, including virtual, classroom, and branch training. Employees receive on-the-job training at a greater Milwaukee area branch assigned based on their start date, and have three hours per week dedicated to studying for the Credit Life Credit Disability (CLCD) Exam. Ongoing learning and development opportunities are also provided.

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 knowledge 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 top-notch service.
• Demonstrated flexibility, adaptability, coachability, and collaboration in an autonomous and constantly changing work environment.
• Natural 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 have valid work authorization on the date of hire; 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 huddle with the assigned branch team to discuss updates and goals.
• 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 a weekly 8:00 a.m. team meeting covering 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 and mentor and positive role model for Tellers and Financial Specialists.
• Handle escalations and address critical member needs and concerns.

Benefits

• 21.5+ days of annual paid time off.
• 2 weeks of paid caregiver leave.
• 2.5 weeks of paid new-child parental leave.
• 2 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed