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

UW Credit Union•Greendale, WI

2d•$25

About The Position

UW Credit Union is hiring a Spanish Bilingual Personal Banker, internally known as a Spanish Bilingual Financial Specialist, to serve members in the Milwaukee area. The role involves understanding members’ needs, providing financial education, and making tailored product and service recommendations to help members achieve their financial goals. Financial Specialists support members through important financial milestones, including opening accounts, obtaining loans, and planning for retirement. The first 12 weeks of employment focus on onboarding and training, including virtual, classroom, and branch instruction. On-the-job training will take place at a greater Madison area branch location determined by the start date. Employees are also allocated three hours per week to study for the Credit Life Credit Disability (CLCD) Exam. The training group is scheduled to start January 4, 2027. The position includes a $1.25-per-hour Spanish-bilingual premium.

Requirements

At least 3 years of customer service and/or consultative sales experience.
Demonstrated analytical, accuracy, and problem-solving skills.
Ability to learn a wide range of information and continue developing skills in a feedback-oriented 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 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 on the date of hire; UW Credit Union does not provide immigration sponsorship or support for employment authorization.

Nice To Haves

One to two 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

Greet members at the assigned 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.
Participate in morning team huddles and weekly team meetings.
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 achieve product sales and referral goals.
Serve as a branch leader, mentor, and positive role model for Tellers and Financial Specialists.
Handle escalations and address critical member needs and concerns.

Benefits

$1.25-per-hour Spanish-bilingual premium
21.5 or more days of annual paid time off
Two weeks of paid caregiver leave
Two and a half 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