Financial Specialist : Milwaukee Area Branches

Financial Specialist

UW Credit Union is growing and hiring a group of Financial Specialists in the Milwaukee area to provide remarkable service and support our members as our team expands and develops! Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union!

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 Financial Specialist, 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-motivated, curious, empathetic, and solutions-oriented? If yes, then this is the job for you!

This Financial Specialist training class has a start date of January 5th.

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive :

• 21.5+ days annual paid time off
• Our bilingual (Spanish / English) employees receive an additional $1.25 / hour 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
• Salary : $23.50 / hour - $27.31 / hour
• And more!

A Day in the life of a Financial Specialist

What You'll Need to Succeed

These attributes and knowledge are desired but not required :

This training class is anticipated to begin January 5th :

UW Credit Union is dedicated to cultivating a workplace that fosters a sense of belonging for all individuals and proudly upholds the principles of Equal Employment Opportunity (EEO). We highly value the unique perspectives and qualities that each person brings to our organization. Our recruitment, hiring, development, and promotion processes are based on an individual's qualifications and demonstrated abilities. Our policy is to provide equal opportunities to all qualified applicants without regard to race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, genetic information, or any other characteristics protected by federal, state, or local laws. If you require a reasonable accommodation for any part of the employment process, please email employment@uwcu.org.