Spanish - Bilingual Financial Specialist: Future Oconomowoc Branch
3.
9 Oconomowoc, WI Oconomowoc, WI Full-time Full-time From $50,000 a year From $50,000 a year 7 days ago 7 days ago 7 days ago Overview:
UW Credit Union is growing and hiring for a group of Bilingual (Spanish/English) Financial Specialists to provide customer service and support our members in our future Oconomowoc branch.
Our Spanish-Bilingual employees receive a $1.
25/hour in addition to their base pay.
This is a great opportunity for individuals who want to start a career in financial services.
Training is a top priority for UW Credit Union.
Our Financial Specialists' first 12 weeks are devoted to on the job training.
As a Financial Specialist you build and maintain relationships with members, help understand their needs, provide education on financial options, and make recommendations to help members achieve their financial dreams.
You would help members open their first checking account, help them apply for an auto loan or first mortgage, discuss retirement savings, and beyond.
Aqu en UW Credit Union ayudamos en la comunidad donde vivimos y tenemos directrices que benefician a nuestra comunidad.
If you enjoy building relationships, value teamwork, hold yourself accountable and like to learn new things, we want to talk to you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a 2023 Top Workplaces USA 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:
Opportunity to start out making $50,000
annually 21.
5
days annual paid time off 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 Free bus pass and bublr/ BCycle membership Employee Assistance Program And more!
Responsibilities:
A Day in the life of a Financial Specialist Every day will be different but below is a snapshot of what you will do:
Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day Greet members as they come into the branch and be a resource to Spanish speaking members Meet with members to learn about their financial goals and educate them on financial products and services Open up accounts, complete loan applications, answer member questions, and handle transactions Understand all 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 the goals for product sales, and referrals Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists Handle escalations to effectively address critical member needs and concerns
Qualifications:
What You'll Need to Succeed These skills and experiences are essential to your success:
Fluent verbal and written communication in Spanish and English 3-5 years of customer service and/or retail sales experience Demonstrated problem-solving skills Strong attention to detail Ability to learn a wide range of product knowledge and continue to learn and develop your skillset Ability to develop and maintain positive relationships and provide great customer service Demonstrated experience being flexible, adaptable, coachable, and collaborative in a constantly changing work environment Proficiency with personal computer and office software Things to know about training:
Virtual, classroom and branch training for the first 12-weeks of employment On the job training at a greater Milwaukee area branch location that will be determined by your start date 3 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 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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
9 Oconomowoc, WI Oconomowoc, WI Full-time Full-time From $50,000 a year From $50,000 a year 7 days ago 7 days ago 7 days ago Overview:
UW Credit Union is growing and hiring for a group of Bilingual (Spanish/English) Financial Specialists to provide customer service and support our members in our future Oconomowoc branch.
Our Spanish-Bilingual employees receive a $1.
25/hour in addition to their base pay.
This is a great opportunity for individuals who want to start a career in financial services.
Training is a top priority for UW Credit Union.
Our Financial Specialists' first 12 weeks are devoted to on the job training.
As a Financial Specialist you build and maintain relationships with members, help understand their needs, provide education on financial options, and make recommendations to help members achieve their financial dreams.
You would help members open their first checking account, help them apply for an auto loan or first mortgage, discuss retirement savings, and beyond.
Aqu en UW Credit Union ayudamos en la comunidad donde vivimos y tenemos directrices que benefician a nuestra comunidad.
If you enjoy building relationships, value teamwork, hold yourself accountable and like to learn new things, we want to talk to you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a 2023 Top Workplaces USA 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:
Opportunity to start out making $50,000
annually 21.
5
days annual paid time off 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 Free bus pass and bublr/ BCycle membership Employee Assistance Program And more!
Responsibilities:
A Day in the life of a Financial Specialist Every day will be different but below is a snapshot of what you will do:
Start the day at your assigned branch location and meet with you team for a morning huddle to discuss updates and goals for the day Greet members as they come into the branch and be a resource to Spanish speaking members Meet with members to learn about their financial goals and educate them on financial products and services Open up accounts, complete loan applications, answer member questions, and handle transactions Understand all 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 the goals for product sales, and referrals Be a leader at the branch and serve as a mentor and positive role model for Tellers and Financial Specialists Handle escalations to effectively address critical member needs and concerns
Qualifications:
What You'll Need to Succeed These skills and experiences are essential to your success:
Fluent verbal and written communication in Spanish and English 3-5 years of customer service and/or retail sales experience Demonstrated problem-solving skills Strong attention to detail Ability to learn a wide range of product knowledge and continue to learn and develop your skillset Ability to develop and maintain positive relationships and provide great customer service Demonstrated experience being flexible, adaptable, coachable, and collaborative in a constantly changing work environment Proficiency with personal computer and office software Things to know about training:
Virtual, classroom and branch training for the first 12-weeks of employment On the job training at a greater Milwaukee area branch location that will be determined by your start date 3 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 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.
.
Estimated Salary: $20 to $28 per hour based on qualifications.
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