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Financial Specialist: Member Banking & Goals Advisor
Job in
Glendale, Milwaukee County, Wisconsin, USA
Listed on 2026-07-30
Listing for:
UW Credit Union
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Financial Sales, Financial Advisor / Consultant
Job Description & How to Apply Below
UW Credit Union in Milwaukee area is seeking a Financial Specialist (Personal Banker) to deliver remarkable service and tailored financial guidance. You will onboard members, educate on products, open accounts, assist with loans, and support colleagues in a cooperative environment.
The role emphasizes consultative sales, training during the first 12 weeks, and mentoring others while building lasting member relationships and planning their financial goals.
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