Financial Specialist
CurrentThe University of Wisconsin Credit Union is a credit union with more than 290,000 members. The credit union holds $4 billion in assets and is the fourth largest credit union in the state of Wisconsin. Creating members for life, by asking consultative questions to uncover needs, educating on financial literacy, and make recommendations towards achieving dreams. Assist in developing plans for successful financial futures by providing loan options that support long-term goals for every… Show more The University of Wisconsin Credit Union is a credit union with more than 290,000 members. The credit union holds $4 billion in assets and is the fourth largest credit union in the state of Wisconsin. Creating members for life, by asking consultative questions to uncover needs, educating on financial literacy, and make recommendations towards achieving dreams. Assist in developing plans for successful financial futures by providing loan options that support long-term goals for every life stage.★ Continually expands assets under management while delivering an exceptional customer experience by resolving account and service issues.★ Develops an understanding of member needs in order to guide the recommendation of products and services. Engages in the cross-sale of products and services, including loans exceeding $500K monthly. Achieved 100% penetration on credit card and line of credit offerings at account openings.★ Helps clients to select loans and other products at the best rates based on credit qualifications. Processes and approves loan applications.★ Leads efforts to reinforce the credit union’s commitment to Diversity, Equity, and Inclusion principles. Show less