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Personal Banker: Madison Area (Spanish-Bilingual Required) 

resume-library  |  United States  |  

United StatesUnited States (US)
Banking & Insurance/Banking
Work Type:
Work Time:
Full Time


Personal Banker: Madison Area (Spanish-Bilingual Required)


Why This Job Is Right for You


UW Credit Union is hiring for a group of Personal Bankers (Spanish-Bilingual Required) (internally known as Financial Specialists) to provide remarkable service and support our members! You will find that onboarding and training is a top priority for UW Credit Union. The first 12-weeks of employment for our Personal Bankers are devoted to you and your learning/training.


Our Personal Bankers play an instrumental role in the retention and satisfaction of UWCU members.  Using the UW Credit Union ‘Members for Life philosophy’, the Personal Banker's purpose is to establish and maintain relationships with members, uncover their true needs, provide education on financial options, and make recommendations to help members achieve their financial dreams. 


In creating those meaningful connections, Personal Bankers see every ‘you’ – from opening a member’s first checking account, to applying for an auto loan or first mortgage, to discussing retirement savings, and beyond.   


UW Credit Union Personal Bankers are not solely driven by sales results. True to our reputation, Personal Bankers at UW Credit Union take time to provide quality solutions unique to each member. Humanity counts most to us, and we would rather miss a sales goal, than make a recommendation that is not in the member’s best interest.


If you naturally cultivate and build relationships, are intrinsically inquisitive, empathetic, and solutions-oriented, then this is the job for you!


The training group has an anticipated start date of Monday, July 25th.


What You’ll Do

Achieve balanced scorecard results by meeting specified goals for product sales & referrals

Acquire, develop, and build member relationships

Appropriately analyze member needs, educate members about financial choices, and recommend appropriate financial products and services

Maintain high degree of knowledge in all credit union products and services

Actively participate in member ‘courtesy calling’ and ‘new account follow-up activities’

Exhibit a high degree of ‘mobility’ when developing and expanding member relationships

Utilize networking skills when developing and expanding member relationships

Contribute to activities that promote individual and organizational success

Responsible for ensuring that all loan applications, accounts, and member transactions are accurate, complete, and appropriate for the member request


What You’ll Need to Succeed


These skills and experiences are essential to your success:

3-5 years of customer service and/or retail sales experience

Demonstrated analytical, accuracy and problem-solving skills

Ability to learn a wide range of knowledge and continue to learn and develop your skillset 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 skillset to lead and influence others

Proficiency with personal computer and office software

These attributes and knowledge are desired but not required:

1-2 years of experience working in a formal or informal leadership role

This training class is anticipated to start on July 25th:

Virtual, classroom and branch training for the first 12-weeks of employment

On the job training at a Madison area branch location that will be determined by your start date.

2 hours a week dedicated to studying to pass the Credit Life Credit Disability (CLCD) Exam

Continuous learning and development opportunities including but not limited to transparent dialogs, resources, tools, and technical learning modules


Why work for UW Credit Union?


Join one of Wisconsin’s premier financial institutions, a 2021 National Top Workplace and multi-year recipient of Milwaukee Journal Sentinel’s Top Workplaces, Wisconsin State Journal’s Top Workplaces, and Madison Magazine’s Best Places to Work, and receive:

2 weeks paid caregiver leave

2 weeks paid new child parental leave

21.5 days annual time off

2 days paid volunteer time

10 paid holidays (includes your birthday!)

401k company match of up to 5%, plus approximately 4% discretionary match

Variable bonus reward

3 health plan options, including domestic partner eligibility

Free bus pass and Bubbler / B-Cycle membership

Employee Assistance Program

And more!


UW Credit Union is proud to be an Equal Opportunity and Affirmative Action Employer of Minorities, Protected Veterans, Women, and individuals with Disabilities. We strive to cultivate an inclusive workplace that is home to a diverse workforce where employees at all levels model knowledge of, belief in and a commitment to cultural competence.