Spanish Bilingual Financial Specialist — Personal Banker

UW Credit Union; Fitchburg (MA); On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Spanish-Bilingual premium

21.5+ days annual PTO

Caregiver leave

Parental leave

Volunteer time

11 paid holidays

401k company match

Bonus potential

Medical, Dental, Vision plans

Employee Assistance Program

Job summary

UW Credit Union is hiring a Spanish Bilingual Personal Banker (internally Spanish Bilingual Financial Specialist) to serve members in the Madison area. Base pay + $1.25 per hour premium for Spanish bilingual specialists.

A training group starts January 4, 2027 and includes 12 weeks of onboarding and hands-on learning. As a Financial Specialist you will help members open accounts, discuss financial goals, and guide them through loans and other products with a consultative sales approach.

Qualifications

• 3+ years of customer service and/or consultative sales experience.
• Analytical, accuracy and problem-solving skills.
• Ability to learn a wide range of knowledge in a robust feedback environment.
• Strong verbal and written interpersonal communication skills.
• Ability to develop and maintain positive relationships and provide top-notch service.
• Flexible, adaptable, coachable, and collaborative in a changing work environment.
• Leadership to influence others.
• Proficiency with personal computer and office software.
• Must obtain and maintain Notary Public certification.

Responsibilities

• Start the day at your assigned branch location and meet with your team for a morning huddle.
• Greet members and be a resource to our members.
• Meet with members to learn about financial goals and educate them on products and services.
• Open accounts, complete loan applications, answer questions, and handle transactions.
• Join weekly team meetings to learn updates and products.
• Understand all credit union products through training and self-guided learning.
• Call members to check in and follow-up on activity.
• Partner with team members to meet sales and referral goals.
• Be a leader at the branch and mentor others.
• Handle escalations to address member needs.

Skills

Customer service

Consultative sales

Analytical thinking

Interpersonal communication

Relationship building

Adaptable / flexible

Leadership

PC proficiency / Office software

Education

Notary Public certification

Tools

Microsoft Office

Job description

UW Credit Union is hiring a Spanish Bilingual Personal Banker (internally Spanish Bilingual Financial Specialist) to serve members in the Madison area. Base pay + $1.25 per hour premium for Spanish bilingual specialists.

A training group starts January 4, 2027 and includes 12 weeks of onboarding and hands-on learning. As a Financial Specialist you will help members open accounts, discuss financial goals, and guide them through loans and other products with a consultative sales approach.