Spanish Bilingual Financial Specialist (Personal Banker)

UW Credit Union; Greendale (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Spanish-Bilingual premium

PTO 21.5 days

Caregiver leave

New child parental leave

Volunteer time

11 paid holidays

401k match

Discretionary bonus

Medical, Dental, Vision

Employee Assistance Program

Job summary

UW Credit Union is seeking a Spanish Bilingual Personal Banker to serve members in the Milwaukee area. You will assess financial goals, educate on products, and open accounts while delivering consultative service. The role includes training during the first 12 weeks and opportunities for growth within a supportive, member‑centred team. Base pay plus a $1.25 hourly bilingual premium.

Join a mission‑driven institution committed to helping members achieve financial wellbeing.

Qualifications

• 3+ years of customer service and/or consultative sales experience.
• Demonstrated analytical, accuracy and problem-solving skills.
• Ability to learn a wide range of knowledge and continue to learn and develop your skill-set 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 skill-set to lead and influence others.
• Proficiency with personal computer and office software.
• Must obtain and maintain Notary Public certification in accordance with state requirements.

Responsibilities

• Start the day at your assigned branch location and meet with your 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 our 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.
• Join the weekly 8:00 a.m. team meeting to learn about team updates, branch news, and new products.
• 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.

Skills

Customer service

Consultative sales

Analytical skills

Interpersonal communication

Problem solving

Notary Public

Coachable

Office software

Tools

Office software

Job description

UW Credit Union is seeking a Spanish Bilingual Personal Banker to serve members in the Milwaukee area. You will assess financial goals, educate on products, and open accounts while delivering consultative service. The role includes training during the first 12 weeks and opportunities for growth within a supportive, member‑centred team. Base pay plus a $1.25 hourly bilingual premium.

Join a mission‑driven institution committed to helping members achieve financial wellbeing.