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 Madison area. The role provides a $1.25 per hour Spanish-bilingual premium in addition to base pay. The training group is scheduled to start January 4, 2027. The position focuses on understanding members’ needs, providing financial education, and making tailored product and service recommendations to help members meet their financial goals. Financial Specialists assist members during important financial moments, including opening accounts, applying for loans, and planning for retirement. The first 12 weeks of employment are devoted to onboarding and training, including virtual, classroom, and branch training. On-the-job training takes place at a greater Madison area branch assigned based on the start date. Employees also receive three hours per week to study for the Credit Life Credit Disability (CLCD) Exam and have ongoing learning and development opportunities.

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 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.
  • 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 possess valid work authorization to work for UW Credit Union on the date of hire; the company does not provide immigration sponsorship or employment-authorization support.

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

  • 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.
  • 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 and address critical member needs and concerns effectively.
  • Learn and maintain knowledge of credit union products and services through training and self-guided learning.
  • Participate in morning huddles and weekly team meetings.

Benefits

  • $1.25 per hour Spanish-bilingual premium.
  • 21.5+ 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.
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