Spanish Bilingual Personal Banker: Madison Area

UW Credit Union; Madison (WI); On-site; USD 42,000 - 52,000; Full time

Benefits offered by this job

Spanish-Bilingual premium $1.25/hr

21.5+ days annual PTO

2 weeks caregiver leave

2.5 weeks new child parental leave

401k company match up to 5%

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 plus a $1.25 per hour Spanish bilingual premium accompanies this role.

The training group starts January 4, 2027, with a strong emphasis on onboarding and a 12-week training period to prepare you for success. This Financial Specialist role focuses on understanding member needs, offering financial education, and consultative sales to

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 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 flexibility, adaptability, coachability, and collaboration in a changing environment.
• Natural leadership and influence among team members.
• 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 join a morning huddle with the team.
• Greet members as they enter the branch and serve as a resource for them.
• Meet with members to understand financial goals and educate them on products and services.
• Open accounts, complete loan applications, answer questions, and handle transactions.
• Attend the weekly 8:00 a.m. team meeting for updates and product news.
• Learn all credit union products through training and self-guided tools.
• Call members to check-in on new account activity and follow-up.
• Partner with the team to meet sales and referral goals.
• Serve as a mentor and positive role model for Tellers and Financial Specialists.
• Handle escalations to address critical member needs.

Skills

Customer service

Consultative sales

Analytical skills

Interpersonal communication

Notary Public certification

Adaptability

PC proficiency

Tools

Office software

Job description

UW Credit Union is hiring Spanish Bilingual Personal Banker (internally known as Spanish Bilingual Financial Specialist) to serve our members in the Madison area! Join our team as a Financial Specialist and be part of a rewarding journey at UW Credit Union! Base pay + $1.25 per hour Spanish Bilingual premium!

This Financial Specialist training group has a start date of January 4, 2027.

Why This Job Is Right for You

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

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 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

Qualifications

What You’ll Need to Succeed

These skills and experiences are essential to your success:

• 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.

These attributes and knowledge are desired but not required:

• 1-2 years of experience working in a financial institution or in a retail leadership role
• Knowledge of new accounts, savings instruments, and consumer lending

This training class is anticipated to start on January 4, 2027.

• Virtual, classroom and branch training for the first 12-weeks of employment
• On the job training at a greater Madison 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

Why work for UW Credit Union?

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

• $1.25 Spanish-Bilingual premium
• 21.5+ days annual paid time off
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Competitive Medical, Dental and Vision plans, including domestic partner eligibility
• Employee Assistance Program

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.