Financial Specialist: Whitewater Branch (Spanish-Bilingual Required)

Job description

Overview UW Credit Union is hiring for a Bilingual Financial Specialist to serve our members at our Whitewater branch! Financial Specialists play an instrumental role in the retention and satisfaction of our members. Using the UW Credit Union ‘Members for Life philosophy’, the Financial Specialist’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 meaningful connections, Financial Specialists 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. Financial Specialists are not solely driven by sales results. True to our reputation, Financial Specialists 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. Why This Job Is Right for You Your role, involves understanding members' needs, offering financial education, consultative sales - making tailored reco...