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Financial Specialist: Members Achieve Financial Goals

Job in Verona, Dane County, Wisconsin, 53593, USA
Listing for: UW Credit Union
Full Time position Listed on 2026-11-14
Job specializations:
Salary/Wage Range or Industry Benchmark: 42000 - 60000 USD Yearly USD 42000.00 60000.00 YEAR

Job Description & How to Apply Below

Position: Financial Specialist: Help Members Achieve Financial Goals

UW Credit Union is hiring Financial Specialists (Personal Bankers) to deliver remarkable service for members in the Madison area. The first 12 weeks focus on onboarding and training, with a January 4, 2027 class start.

The role emphasizes learning member needs, education, and consultative product recommendations to help members reach financial goals and dreams. You’ll guide members through opening accounts, loans, and planning for retirement, while serving as a mentor to others and collaborating

The Financial Specialist:
Help Members Achieve Financial Goals position in the Finance, Sales field is open for applications.

We are currently recruiting a Financial Specialist:
Help Members Achieve Financial Goals for our team in Verona, WI, United States.

This is a great opening to take on the Financial Specialist:
Help Members Achieve Financial Goals role at UW Credit Union.

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