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Financial Specialist: Member‑Focused Banking & Loans
Job in
Verona, Dane County, Wisconsin, 53593, USA
Listed on 2026-07-26
Listing for:
UW Credit Union
Full Time
position Listed on 2026-07-26
Job specializations:
-
Finance & Banking
Banking & Finance, Financial Sales
Job Description & How to Apply Below
UW Credit Union is seeking a Financial Specialist (internally called Personal Banker) to deliver remarkable service and guidance to members in the Madison area. You'll participate in a comprehensive 12-week onboarding and training program and learn to tailor financial recommendations to members' goals.
You will open accounts, process loans, educate on products, and support branch team with sales and referrals. A collaborative, coaching-focused environment supports growth and leadership.
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