UW Credit Union jobs - 60 jobs

UW Credit Union is seeking a talented professional to join our growing Commercial Lending team to manage and expand a commercial loan portfolio. The Commercial Loan Officer acquires lending and deposit relationships connected to multifamily (over 5 units) and 1-4-unit rental properties. The Commercial Loan Officer identifies and builds relationships to establish a continuous pool of new members and lending opportunities. They must possess and demonstrate sound financial analysis and underwriting competency when sourcing and reviewing lending opportunities to balance credit risk with loan pricing. In addition to bringing in new relationships and members to the credit union, they are expected to provide superior member service to existing and prospective relationships, and to act as a trusted advisor to members as it relates to financing and strategy for the member's overall real estate portfolio. This includes collecting member and guarantor financial information in a timely manner to ensure underwriting for new loans can be quickly and efficiently completed and annual/periodic reviews are completed as scheduled for existing members. Maintaining a strong understanding of the UWCU Commercial Loan Policy and industry best practices will be required to ensure all policy and compliance requirements are met initially and throughout the life of the loan. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5 days of annual time off (accrued per pay period) 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 10 paid holidays (including your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental, and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities Originate new IPL loans, while also acquiring deposits and other services Solicits new lending opportunities, and the accompanying deposits, connected to multifamily (5+ unit) and 1-4 unit rental properties. Will benefit from internal and branch referrals as well as new opportunities from the existing members that UWCU is already partnering with. Proficient in analyzing and interpreting financial statements of the subject property, together with guarantor financial information, to propose UWCU compliant loan. Able to quantify the connected credit risks and propose mitigating reasons or provisions. Collaborate with Credit Analysts and Loan Administrators in the collection of financial statements and due diligence for borrowers and guarantors. Strong analytical and people skills to negotiate favorable loan terms and pricing with borrowers that align with the credit risks prior to advancing into underwriting with the Credit Analysts. Perform site visits for new loans. Provide excellent communication with borrowers and members, both verbally and written, to collect financial documents and obtain answers to any underwriting questions that arise. Take ownership of the underwriting process and work jointly with Credit Analysts to prepare loan presentations within targeted completion Advance loan presentations through the approval process. Oversee loans getting processed from approval to closing, including: collection of any misc. information or documents needed, review of loan documents prior to closing, and coordinating the opening of any deposit accounts. Expected to have overall ownership and responsibility for each loan relationship assigned to them, along with ensuring initially quoted loan terms flow throw the underwriting process and are accurately presented within the executed loan documents. When needed, jointly work with Credit Analysts to prepare Watch List memos for loans risk rated 5 or higher. Meet deadlines throughout the loan prospecting through closing process. Portfolio management / Member service - existing loans & relationships Assist lending staff in performing property specific research, pre-qualification assessment, completing prelim financial spreads and initial analysis of financial condition within framework of IPL loan policy. Expected to act as the primary point of contact for all client needs, inquiries, or Will bring in others within UWCU, as needed, to provide answers or resolve issues. May perform site visits for existing loans. Perform research on real estate metrics and data within the commercial real estate database. Work closely with Loan Administrators and Credit Analysts in the collection and verification of documents provided associated with ticklers and the Annual Review process. Together with Credit Analysts, prepare Annual Review loan presentations within required timeframes. Demonstrate excellent customer service skills when interacting with members and internal partners. Maintain consistent dialogue and interactions with all clients they are assigned to ensure relationship with UWCU remains strong. Other duties / Internal support Interact with Department Leadership and other IPL staff to assist with special projects as needed. Help the Director of IPL Operations and Loan Administrators prepare for internal or external audits and exams. Interact with other departments internally to build relationships and help increase understanding of IPL loans and the department. Review referrals from other UWCU departments in a timely manner, as well as respond to external loan inquiries, or requests for departmental information. Development & training Employee development and growth through internal and external learning of sales, credit/ underwriting or compliance topics and trainings. May be asked to complete various sales prospecting or commercial underwriting training modules or certification courses. Maintain understanding and competency of IPL Loan Policy and other industry best practices. Occasionally attend training sessions or informational sessions for themselves or on behalf of the credit union. Additional training for new loan types might be required. Maintain a working knowledge of any technology used by the Stay abreast of industry knowledge and best practices. Contributes to Activities that Promote Individual and Organizational Success Attend various trade organization and community events to cultivate IPL relationships, and represent UWCU within the industry. Assume responsibility for personal development through training, collaboration and teamwork. Take initiative to participate in organizational project, trainings, and peer coaching. Embrace change by anticipating and supporting corporate strategies and goals. Demonstrate professionalism in dress, tone, flexibility, and communication. Consistently act as part of a cohesive team, demonstrating excellent interpersonal skills and the ability to interact positively with other employees. Performs other duties as assigned by management. Qualifications Education & Experience: Bachelor's degree in finance, Accounting, Business management or related field required. 4-5 years direct experience as a Loan Officer or Portfolio Manager required. Credit Analyst experience required. Completion of a formal credit training program preferred. Skills: Advanced exposure to commercial lending principles and best practices. Advanced understanding of commercial loan documents. Advanced exposure to commercial appraisals. Strong math and analytical skills. Strong ability to collaborate with others, and provide assistance when needed. Superior written communication. Strong attention to detail. Ability to maintain confidentiality. Proficiency to handle high-pressure situations and deliver within stated timelines. Problem-solving skills & capable to consistently operate with moderate to minimal guidance. Relationship building skills.

Do you thrive on helping others and solving problems with confidence and compassion? Become a Member Service Representative at Royal Credit Union! In this role, you'll provide exceptional service to Members via phone and written communication, assist with online banking and card support, and help resolve inquiries with efficiency and care. Join a team where your dedication makes a real difference every day. Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger. What You'll Do: Provide excellent quality service to current and potential Members, team members, and businesses via telephone and written communication using multiple systems and programs. Assist Members with first level technical support with credit union online banking, telephone banking, debit/credit cards and all deposit related functions. Possess the knowledge to answer questions, use logical reasoning to research and solve problems and perform transactions. Support Net Promoter Score (NPS) initiatives in the Member Service Center by providing exceptional service creating loyal Members. Our Commitment To You: Compensation: $19.00 - $21.25 (candidates with significant related experience may be higher) Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! What's Needed For This Position: High school diploma or equivalent One year of experience demonstrating critical thinking and problem-solving skills Ability to de-escalate and resolve Member concerns with professionalism and empathy Strong multitasking and communication skills to manage multiple systems and Member interactions simultaneously Proficiency in navigating financial systems and digital tools to support Member needs efficiently We'd Love To See: Associate's degree in a business-related field or equivalent experience Experience working with multiple software systems simultaneously Previous experience in a financial institution Background in customer service with a focus on delivering exceptional support Work Schedule: Working approximately 40 hours per week. Hours and shifts vary between 8:30 - 7:00pm Monday through Friday along with two required Saturday shifts per month from 8:30am - 2:00pm. *Team members must be available to be scheduled during any of these dates/times. Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization. Onsite training is required at the Corporate Center in Eau Claire, WI until proficient in the position which is typically the first 6-9 months. This position is part of Royal's workplace flexibility program and has the ability to be partially remote up to 4-5 days a week after full training period. When not working remote, the office location is flexible at either the Corporate Center in Eau Claire, WI or at our Business Center in Chippewa Falls, WI based on office availability and candidate preference. Please Note: We reserve the right to extend the training time in office as necessary. Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!

As a Treasury Management Operations Specialist, you'll be the go-to expert for our suite of business banking services, including: Enhanced Business Online Banking Business Bill Pay Remote Deposit Capture (RDC) Wire & ACH Origination You'll work directly with members to set up services, conduct audits, and provide ongoing support - all while delivering exceptional service with a smile. You'll also collaborate with our deposit sales team, core providers, and third-party vendors to ensure seamless operations and member satisfaction. Expected Outcomes Members feel supported, informed, and confident in their treasury services Transactions are handled with precision and compliance, reducing risk and enhancing security You identify opportunities to grow relationships and add value through additional products and services Projects and assignments are completed with accuracy and timeliness Selection Criteria High School Diploma or GED 1+ year of experience in financial services, banking operations, or treasury payments Strong understanding of digital banking and treasury management tools Excellent communication and organizational skills Tech-savvy and comfortable navigating Microsoft Office and other platforms Detail-oriented, positive, and thrives in a fast-paced environment Additional Requirements: Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. Must be able to operate a motor vehicle. Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. Equipment Used: The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law.  We embrace diversity and believe that inclusion is critical to our success as a credit union.  Different makes us better.  Employment decisions are made based on qualifications, merit and business need. 

Expected Outcomes * Enhanced Reputation: Summit's reputation is strengthened through effective communication and efficient handling of referrals from initial contact to completion. * Regulatory Compliance and Growth: Summit remains compliant and well-positioned for growth by staying current with regulatory and industry standards, ensuring accurate documentation and communications. * Achievement of Financial Goals: Treasury management sales, deposit, and fee income goals are met or exceeded by providing exceptional member service, promoting the full suite of treasury management products/services and deposit accounts, and effectively cross-selling to current members and target markets. * Expanded Member Relationships: Member relationships are expanded through prompt and effective problem resolution, including thorough research and timely responses to issues. * Smooth Treasury Management Operations: Treasury Management functions smoothly with highly responsive and accurate support for the Treasury Sales and Operations teams, ensuring tasks are completed on time. Capability Requirements * High School Diploma or general education degree (GED) * One or more years of financial services experience in business sales support; or combination of applicable work experience and education. * Enjoys working with members and demonstrates excellent interpersonal skills * Working knowledge of computers and business software (Excel, Word) and the ability to learn new technologies and proprietary software. Ability to operate general office equipment. * Strong communication and organizational skills. * Solid understanding of financial products and services. * Close attention to detail and accuracy and maintains member confidentiality. * Aptitude for business sales, finance, and financial services. * Able to work effectively and efficiently, both individually and as a team contributor. * Contributes to the fulfillment of Credit Union goals and objectives. * Ability to work in fast-paced environment and under pressure, as needed. * Must have regular attendance at the job site. * Must be knowledgeable of regulations and follow Credit Union policies and procedures to assure proper documentation and compliance. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job. Required Statement Sections * Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. * Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. * Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.). * EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

Maintain Summit facilities to the highest standards of safety, functionality, and appearance. Ensure a positive environment for employees and members by performing preventive maintenance, addressing work requests promptly, and supporting credit union goals. Key Responsibilities: * Maintain facilities for safety, functionality, and curb appeal. * Respond to work orders and prioritize tasks effectively. * Perform light electrical, plumbing, HVAC adjustments, painting, and basic carpentry. * Conduct inspections and preventive maintenance on building systems. * Assist with landscaping, snow removal, and exterior upkeep. * Communicate issues and timelines to management; coordinate with vendors as needed. * Follow all security, safety, and compliance guidelines. Qualifications: * High school diploma or equivalent. * 2+ years of general maintenance or facilities experience. * Knowledge of electrical, plumbing, HVAC, and light carpentry. * Ability to lift up to 100 lbs and work in varied environments. * Valid driver's license. * Basic computer skills (Outlook, Word, Excel). * Strong communication, attention to detail, and ability to work independently. Additional Position Details: Physical Demands of Position While performing the duties of this job, the employee is frequently required to stand, walk, stoop, crawl, climb, use hands and fingers. The employee regularly must reach above and below shoulder level, and lift/push/pull and /or carry up to 100 pounds. Environmental/Working Conditions Works inside and outside with possible exposure to environmental elements, such as inclement weather, dust, noise, chemical and/or chemical fumes. Duties require occasional on-call and/or off hours work and local travel. Equipment Used Telephone, FAX Machine, personal computer, cleaning cart, cleaning supplies, vacuum, carpet cleaner, snow shovel, snow blower, hand and lawn tools, power tools, hand dolly, step and extension ladder. The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Why Join Summit? Be part of a team that values excellence and member experience. Enjoy a role where your skills keep our facilities safe, functional, and welcoming. EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business needs.

Are you a strategic leader who excels at inspiring teams and driving branch success? Join Royal Credit Union as a Branch Manager at our Hudson location! In this role, you'll lead high-impact initiatives, foster member satisfaction, and champion community engagement to achieve growth and profitability. Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger. What You'll Do: The Branch Manager is a dynamic and inspirational leader responsible for driving credit union growth through community involvement to ensure the success of the credit union. At Royal Credit Union, the Branch Manager is a strategic leader that will be responsible for driving team performance, member satisfaction, and branch growth while fostering an environment of collaboration, inclusion, and accountability. This role requires a balance of operational oversight, business development, and community engagement to ensure overall success and profitability of the branch. Our Commitment To You: Compensation: $83,900 - $96,500 (candidates with significant related experience may be higher) Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! What's Needed For This Position: High School Diploma or Equivalent Associate's Degree in Business, Finance, Accounting or related field, or equivalent related work experience One year of supervisory experience or equivalent leadership training Experience in networking within communities to attract new business and build strong relationships Customer service experience Leadership & Team Development: Ability to recruit, coach, and mentor high-impact talent while fostering collaboration and accountability. Business Growth & Financial Acumen: Skilled in implementing business development strategies, managing portfolios, and analyzing financial data to drive profitability. Community Engagement & Relationship Building: Strong networking skills to build partnerships and represent Royal in community initiatives. Operational Excellence & Compliance: Expertise in managing branch operations, ensuring adherence to policies, and maintaining regulatory compliance. Adaptability & Innovation: Ability to lead through change, embrace technology, and promote digital banking solutions for enhanced member experience. We'd Love To See: Bachelor's degree in Finance, Business Administration, or equivalent related work experience One year of experience working in financial services (transaction processing, new accounts, loans, etc.) FiCEP Certification (CUNA Financial Counseling Certification Program) or other approved financial counseling certification. Work Schedule: Full-Time, working approximately 40 hours per week. Hours and shifts vary between 8:00am-5:00pm Monday through Friday with additional hours, as needed. Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization. Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge at Royal!

If you thrive on accuracy and enjoy helping others, this role is for you. Become an Electronic Payments Specialist at Royal Credit Union! In this role, you'll support Members and team members with card products, check processing, and electronic transactions, while helping solve problems and keeping every transaction running smoothly and accurately. Why Royal? Member and Community Focused: We are dedicated to making a positive impact on our Members and the communities we serve, going beyond financial services to enrich lives and foster growth. Supportive Environment: Join a collaborative, values-driven workplace that is always evolving. We support each other and work together to achieve our goals. Professional Growth: We offer numerous opportunities for training and advancement, helping you continuously develop and advance your skills. Empowerment: We empower our team members to make decisions and drive initiatives that help our Members achieve their financial goals. Your ideas and contributions are valued and encouraged. Community Involvement: Engage with your local community through various initiatives and events, making a tangible difference where you live and work. Be part of something bigger. What You'll Do: Electronic Payment Specialists provide multi-channel product support to Royal Credit Union team members and Members for all Royal's card products, check processing and electronic transactions. Also responsible for the processing of daily manual payroll, transaction adjustments, and reviewing/maintaining reports while providing the highest level of service to internal and external members. Possess knowledge to answer questions, use logical reasoning to research and solve problems and perform transactions. Our Commitment To You!: Compensation: $17.40- $19.40 per hour (candidates with significant related experience may be higher) Benefits: Royal is proud to take care of our team members and their families! In addition to our comprehensive medical, dental, and vision insurance plans, Royal offers a 5% 401k employer match, paid family and sick leave, vacation and sick time accruals, childcare reimbursement, tuition and student loan debt assistance, pet insurance, and much more! What's Needed For This Position: High School Diploma or Equivalent One year Customer Service Experience Must be bondable upon hire Working knowledge of basic accounting principles and regulatory requirements for electronic payments and negative share accounts. Strong sense of customer service with excellent written and verbal communication skills to support Members and team members. Excellent time management and organizational skills; able to work efficiently in a high-volume environment under multiple deadlines and changing priorities. Analytical and critical thinking skills to research, solve problems, and make decisions regarding complex daily work; effective problem-solving skills to identify, research, propose, and execute resolutions. Readily learns new technologies and uses Royal's digital solutions; works independently on assigned tasks within a team environment with meticulous attention to detail. We'd Love To See: Associate's Degree in Accounting or Business Management Experience working in a financial institution or related experience Work Schedule: Full-Time, hourly working approximately 40 hours per week. Hours and shifts vary between 7:30am-5:00pm Monday through Friday, with additional hours as needed Training: Prior to starting a normal work schedule, new Royal team members must attend Foundation Training at our Corporate Center in Eau Claire, WI from 9:00am - 4:30pm on Monday and Tuesday during their first week of employment. Out of town learners will be reimbursed costs related to travel and lodging. Foundation Training covers fundamental information about Royal's culture and core values which sets the stage for team members to be successful within our organization. Ready to make a positive impact? APPLY NOW if you are ready to take on this exciting challenge to contribute to our mission and become a part of the Royal Credit Union family!

The Talent Specialist 2 plays a critical role in supporting designated business areas by managing the full talent acquisition lifecycle. This includes leading recruitment efforts for advanced and technical roles, guiding hiring managers through the process, and driving strong recruitment metrics such as time-to-fill and time-to-hire. The role also involves managing vendor relationships (e.g., LinkedIn), leading strategic talent initiatives, and ensuring alignment with key functional areas. Additionally, the Talent Specialist 2 supports talent acquisition project management and maintains thorough documentation. This position is essential to advancing the credit union's strategic plan, vision, and mission by building a strong Summit team and culture. Expected Outcomes * Lead recruitment for technical and advanced roles to attract and retain top talent, ensuring a seamless candidate experience. * Develop, facilitate, and implement all phases of the recruitment process, collaborating with department managers to update job descriptions, create postings, screen applications, and select qualified candidates. * Ensure compliance with federal, state, and local employment laws and regulations, including EEOC guidelines. * Represent Summit Credit Union and the HR Department professionally, promoting a positive and open image. * Lead strategic talent initiatives and manage vendor relationships (e.g., LinkedIn), ensuring alignment with organizational goals. * Foster meaningful relationships with employees to enhance engagement and contribute to a positive work environment. * Support talent acquisition project management and maintain accurate documentation of processes and outcomes. Capability Requirements * Bachelor's degree in a business-related field (HR coursework preferred) or equivalent combination of education and experience. * Minimum 2 years of experience managing all phases of recruitment and hiring. * Ability to apply policies and guidelines diplomatically and professionally. * Excellent written and verbal communication skills for interaction across all organizational levels. * Strong critical thinking skills to support decision-making and innovative solutions. * Proficiency with Microsoft tools (Outlook, Word, Excel, PowerPoint); HRIS experience preferred. * Ability to handle confidential information with discretion and professionalism. * Skilled in managing multiple HR projects simultaneously with timely completion and effective communication. * Demonstrated ability to lead and mentor junior HR staff, fostering collaboration and team success. Additional Position Details: * Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. * Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. * Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.). EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need. Why Join Us? At Summit Credit Union, we believe in building careers that matter. When you join our team, you'll experience: * A Purpose-Driven Culture: Be part of an organization committed to improving lives and strengthening communities. * Professional Growth: Access to learning opportunities, mentorship, and career development programs. * Inclusive Environment: Work in a collaborative, supportive workplace that values diversity and innovation. * Competitive Benefits: Enjoy comprehensive health coverage, retirement plans, generous PTO, and employee wellness programs. * Impactful Work: Help shape the future of talent acquisition and contribute to building a strong, engaged workforce.

Join Summit Credit Union as an Information Security Analyst 1! Are you passionate about cybersecurity, automation, and making a real impact? Summit Credit Union is looking for a tech-savvy Information Security Analyst 1 to join our dynamic Information Security team! Why Summit? * People-First Culture: We connect, inspire, and act to make managing money easier, more effective, and more fun for our members. * Diversity & Inclusion: We celebrate what makes you unique. Different makes us better! * Growth Opportunities: Be part of technical projects, incident response, and proactive defense strategies. * Cutting-Edge Tech: Work with EDR, PKI, Vulnerability Management, SIEM, and more. * Collaborative Environment: Partner with IT and business teams to shape our security future. What You'll Do * Respond to and mitigate cyber threats-your quick actions keep our systems safe. * Advise IT and business partners on security best practices. * Stay ahead of emerging threats and trends. * Automate security tasks using Python, PowerShell, or Bash. * Lead and participate in technical projects that drive our security objectives. What You Bring * Associate's degree in information systems, security, computer science, or related field. * 2+ years of professional experience in information security (or equivalent education/work mix). * Security mindset with an automation-first approach. * Technical certifications (CompTIA Security+, Linux+, Network+) preferred. * Networking know-how (TCP/IP, DHCP, WAN, routing, unified communications). * Experience with Linux/Windows security controls. * Interest in programming/scripting for security automation. Benefits & Perks * Competitive salary and benefits package * Travel opportunities to branches * Generous paid time off, plus your birthday is a paid day off * 401K with match * Student loan payback * And more! Ready to Make a Difference? Apply today and help us deliver exceptional member experiences while building a safer digital future!

UW Credit Union is growing and hiring a Full-Time Teller to join our Middleton Hills branch. Why This Job Is Right for You Are you looking for a new opportunity to be yourself, make a difference and build your career? Do you enjoy creating meaningful connections? Is top-notch customer service where you shine? As a Full-Time Teller, you are an essential part of our branch team. You will accurately handle teller transactions while recognizing opportunities to recommend UW Credit Union products and services that align with our members' financial goals. Through these interactions, you will build strong and trustworthy relationships with members at your branch. If this sounds like a team and culture you want to join, we want to talk to you! Why Work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine's Best Places to Work, and a two-time Milwaukee Journal Sentinel's Top Workplace to receive: 21.5+ days of annual paid time off 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (includes your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities What You'll Do Welcome and assist members at our Middleton Hills branch, representing UW Credit Union. Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. Keep a good understanding of all UW Credit Union products and services. Ensure accurate and efficient handling of member requests at the Teller line. Follow UW Credit Union's Cash Management policies and procedures. Investigate potential errors in Teller transactions and communicate with affected members. Build relationships with members, understand their needs, offer recommendations, and make referrals when appropriate. Look for ways to exceed our members' expectations. Work with your branch team to address member and branch needs. Qualifications What You'll Need to Succeed High School Diploma or equivalent 1 year of customer service experience Confidence with cash handling and transactions Demonstrates ability to work with customers of all ages and backgrounds Excellent interpersonal and professional skills Team player that can confidently jump in where and when you are needed Ability to work in an autonomous environment

AT UW Credit Union. we're building the future of technology and our IT department is at the heart of it all. We're looking for a Manager, Desktop Engineering to lead a talented team dedicated to delivering reliable, innovative, and secure solutions that keep our business running smoothly. If you're passionate about driving technical excellence, leading high-performing teams, and shaping the next generation of IT services, this is your opportunity to make a real impact. The Manager, IT Technical Services provides operational leadership for Help Desk, Desktop Support, and IT Asset Management teams. This role ensures seamless, secure, and high-performing end-user technology services that enable employees to work effectively. Drives team performance, service reliability, and process improvement in alignment with organizational goals. Leads through influence and innovation, fostering a culture of accountability, customer-centricity, and technical excellence. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5 days of annual time off (accrued per pay period) 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 10 paid holidays (including your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental, and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities Operations Support Develop, implement, and report on operational metrics to deliver excellent customer satisfaction, project status, and key ticket metrics. Develop, implement and lead teams to successfully meet key performance indicators (KPIs) for excellent IT service delivery across all areas of the portfolio. Ensures 24x7 operational readiness, effective ticket management, and adherence to SLAs. Manage resource availability and priorities to complete business projects and daily operational requirements (phone support, tickets, service requests, etc.). Develop and implement appropriate work management strategies and tools to facilitate effective service delivery. Engage, contract, and manage vendors to deliver solutions and support as needed. Manage the ITSM platform. Design and implement ITSM processes to ensure timely delivery of all required services. Champion the build out of the platform to support other business units. Identify end user training opportunities and work in collaboration with internal departments to build effective programs to increase computer literacy and self-sufficiency across the enterprise. Create and maintain accurate documentation, knowledgebase articles, chat channels, AI agents, etc, to provide effective information the daily operations End User Experience & Application Support Ensure employees are consistently receiving outstanding service and are delighted with handling and resolution follow-up on the IT products and services delivered. Ensure standard processes, guidelines, and governance are in place to ensure adherence to all credit union policies. Responsible for the oversight and management of all processes, procedures, administration of end-user hardware and software applications. Develop and manage operational and lifecycle management, procurement/receiving, inventory management, asset reclamation, and responsible recycling/asset record decommissioning across areas of responsibility. Oversee the deployment and operation of conference room audio/visual solution(s) and support. Ensure the team is trained appropriately and has the tools necessary to support in-person/meeting room audio/video conferencing. Manage mobile devices and MDM solution. Ensure the services and platforms are well supported, documented, and meet operational and compliance needs. Oversee the configuration/build/deployment of client facing technology (laptops, desktops, mobile devices, etc.) and utilize best practice processes and solutions to ensure high quality and timely deployments are consistently delivered. Oversee all IT end-user application delivery. Create and manage process and tools to effectively deliver compliant, robust applications across the enterprise. Ensure effective change management controls are in place for all services under purview. Aid in running change management oversight for IT change activities. Create and maintain effective compliance controls and processes that support timely patching and vulnerability remediation. Leadership Responsible for inclusive excellence, essential leadership duties, and the development of team and self while continuously striving to achieve UWCU's goals, strategies & critical measures. Personal Responsibility and Accountability - Build trust with the team inspiring growth and development while striving to make a positive impact on the business. Effective Communication - Communicate inclusively and transparently, aligning work in a manner that reinforces UWCU's vision, mission, core values and goals. Uses social and emotional intelligence to navigate conflict, strengthen relationships and solve complex problems. Focus on Teamwork - Encourage others to authentically bring their true self and skills to work, aligning them with the strategic goals of the team and organization. Recognize and reward individual and team efforts reinforcing the positive impacts to the team and organization. High-Performance Mindset - Committed to operational excellence and improvement in the areas of compliance, organizational processes, and employee experience. Consistently meets or exceeds milestones and deadlines. Business Acumen - Is a student of our business by understanding emerging industry trends competitor knowledge and how own functional area contributes to the organization. Uses strategic plan, critical measures, and data to recommend change and to execute plans to achieve organization effectiveness and strategic priorities. Inclusive Excellence - Foster a collaborative and innovative team. Set the tone and model behaviors that create an environment where others feel valued, respected, a sense of belonging, and the ability to positively contribute. Creates equitable access to development and career growth. Recruitment and Retention - Recruit and retain top talent. Develop diverse talent pipelines, aligning with UWCU's Diversity, Equity, and Inclusion strategy. Consistently utilizes coaching and development as an engagement, retention, and inclusion strategy. Change Leadership - Views change as a necessary constant and positions it in a way that creates engagement and capitalizes on opportunities for individual and team growth and development. Coach Approach - approaches people leadership from a place of curiosity and growth mindset, providing continuous feedback focused on employee development. Invites feedback from all directions; recognizing growth and development are a daily process. Cross-Functional Leadership Participate in new branch deployments in designing and deploying new technologies and equipment setup. Leverages influence and negotiation skills across IT and the enterprise to deliver cost-effective and innovative shared solutions to meet business goals. Champions IT Service Management (ITSM) principles across the enterprise, helping build deeper understanding of the ITSM model and drive adoption of best practices with respect to ITIL and ITSM delivery. Helps facilitate Change Advisory Board meetings. Participate in new vendor evaluations, including contract negotiations as appropriate. Ensure active usage of vendor provided resources, including technical support, education, compliance, reporting, and user groups. Maintain professional rapport with vendor contacts to facilitate progress with problem resolution and new product enhancements. Ensure teams operate efficiently and in a cost-effective manner meeting all budget goals. Develop and oversee annual department budgets. Establish and develop appropriate level 1 and 2 support teams for all services managed. Qualifications Experience & Education Bachelor's degree in Computer Science, IT or related field required (equivalent work expeirnece in leui of degree will be considered) 6-7 years of progressive IT experience supporting and using Microsoft 365 applications. 5+ years of people leadership experience. 6+ years of IT operations experience. Skills Experience with Microsoft 365 ecosystem and modern endpoint management. Excellent written and verbal communication skills. Exceptional interpersonal skills including mentoring, coaching, collaborating, and team building. Excellent problem-solving, analytical skills, and attention to detail. Expert analytical and critical thinking skills. Ability to prioritize tasks and collaborate effectively. Strong understanding of enterprise end-user service delivery. Proven track record of delivery in creating, improving, and meeting SLAs and KPIs, and implementing continuous improvement initiatives. Hands-on understanding of desktop engineering, MDM, and endpoint security practices in an enterprise environment Familiarity with ITIL framework and service management tools. Familiarity with agile practices and kanban work management. Strong project management experience. Strong sense of initiative, able to work independently and ask good questions. Must be self-driven, curious, and creative.

UW Credit Union's Consumer Lending Department is hiring for a Consumer Loan Processor! If you are passionate about helping others reach their financial goals, and excited about the growth UW Credit Union is experiencing, this is the job for you! As a Consumer Loan Processor, you will play a key role in ensuring both the completeness and timeliness of loans, as they are processed and disbursed to UW Credit Union members. When a UW Credit Union member applies, and is approved for, a loan, the ‘baton' is handed to the Consumer Loan Processor - they review the loan application for accuracy, prepare all necessary loan documents, and deliver said loan documents in a timely manner. If you are organized, enthusiastic, and a great team player, this is the job for you! As a Consumer Loan Processor, you are skilled in both administrative ‘behind-the-scenes' duties, and customer service. Time management and organization come naturally to you - prompt and accurate completion of tasks is where you shine. Attention to detail is a vital skill for a Consumer Loan Processor, as you are scanning loan applications for accuracy. Tactful and effective communication is an equally important attribute, as you are communicating any discrepancies identified back to your fellow UW Credit Union employees. A successful Consumer Loan Processor is an enthusiastic team member, as teamwork within your department, as well as across other departments within UW Credit Union, is imperative. Responsibilities What You'll Do: Monitor loan operating system disbursement queue to maintain service level and to ensure timely funding and disbursement of loans. Conduct quality assurance review of each consumer loan to ensure loan is accurate, complete, and within all lending guidelines prior to funding. Identify and document loan errors and communicate with lenders for error resolution. Perform accurate disbursement of all loan proceeds through loan payoffs/payments, deposits to account, credit/debit of general ledgers, and cashier's checks. Review core system to ensure the loan booking was completed in full - manually complete any portion of the booking process that did not occur due to errors in the loan application Manage timely receipt of loan documentation through fax, email, mail, DocuSign, and interoffice mail, reviewing for accuracy, following up as needed with third party vendors, retail staff, or members Review and verify loan paperwork received is accurate and complete - scan and file loan documentation accurately, orderly, and legibly into loan origination system or document storage Ensure compliance with loan and deposit regulations Answer calls from UW Credit Union staff in a timely and professional manner, and demonstrate positive call quality behaviors Provide education and guidance to retail staff and members on loan processes, procedures and file requirements or conditions Qualifications These skills and experiences are essential to your success: 7 months to one year experience in a professional office setting is required - experience in a financial institution is preferred Lending experience preferred but not required Must have strong oral and written communication skills Must have strong phone skills and etiquette Demonstrated excellent attention to detail Possess time management skills Exceptional customer service skills

Are you passionate about helping people and making a difference in their financial lives? Summit Credit Union is looking for a Digital Member Relationship Specialist to join our dynamic Digital Service team! What You'll Do * Connect with members and potential members through digital channels, providing prompt, courteous, and thorough assistance. * Promote Credit Union products and solutions to strengthen members' financial situations. * Build long-term relationships and create exceptional member experiences. * Collaborate with your team to achieve service and sales goals. * Refer members to other departments as needed, ensuring a seamless experience. * Stay up-to-date with self-service tools and digital solutions. Why Summit? * People-First Culture: We believe in "people helping people." You'll be part of a team that connects, inspires, and acts to make managing money easier, more effective, and more fun. * Growth & Development: We invest in your professional development with structured training, coaching, and feedback. Grow your career while making a real impact! * Diversity & Inclusion: Summit Credit Union is committed to Equal Employment Opportunity and celebrates diversity. Different makes us better! * Teamwork & Collaboration: Achieve organizational, departmental, and team goals together. Benefits * Competitive pay and incentive programs * Comprehensive health, dental, and vision insurance * Retirement savings plans with employer contributions * Paid time off and holidays * Career advancement opportunities * Employee assistance programs * Inclusive and supportive workplace culture What You'll Bring * High school diploma or equivalent * Strong written and interpersonal communication skills * Customer service orientation and problem-solving ability * Adaptability in a fast-paced environment * Basic math and Microsoft Office skills Ready to make a difference in our members' lives-digitally? Apply today and join a team that's shaping the future of financial services! Required Statement Sections * Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds. * Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions. * Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.). * EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.

UW Credit Union is seeking a Mortgage Lending Sales Manager to lead a dynamic team of Mortgage Loan Officers and Mortgage Specialists while driving the end-to-end mortgage sales process. In this role, you will partner with Mortgage Leadership to expand originations, achieve monthly and annual production goals, and deliver an exceptional member experience across our markets. You'll provide hands-on coaching, foster professional development, and engage in business-building activities that strengthen both our member relationships and market presence. As a mortgage subject-matter expert and developer of talent, you will help shape UW Credit Union's mortgage strategy, growth, and team success. Our people and systems are key differentiators that have made us a top-rated lender, serving more than 350,000 members with over $6 billion in assets. If you're passionate about growing sales, building inclusive, high-performing teams, and elevating member experiences, this is the opportunity for you. Responsibilities Manage mortgage sales and business development activities, including relationships with realtors, builders, members, and other UWCU partners. Lead and coach Mortgage Loan Officers and Specialists, creating a high-performance sales and service culture. Partner with Mortgage Leadership to establish annual production goals, incentive plans, and sales strategies. Drive origination volume, manage pipelines, and monitor incentive compensation plans to achieve monthly and annual targets. Develop and execute business development plans to grow market share and deepen member relationships. Provide candid feedback and collaborate on product, pricing, and process enhancements to ensure competitiveness. Foster collaboration with Retail, Investment Services, Community & Campus teams to strengthen referrals and cross-sales. Ensure staff are trained, compliant, and equipped to deliver exceptional member experiences; resolve escalated issues promptly. Oversee sales operations, ensuring service levels, process efficiency, and regulatory compliance are consistently met. Lead weekly sales meetings and maintain awareness of industry trends, competitor activity, and regulatory updates. Champion inclusive leadership practices, coaching, and talent development to recruit, engage, and retain top mortgage sales talent. Model UWCU's values by driving accountability, effective communication, teamwork, and continuous improvement. Qualifications Bachelor's degree in business, sales, banking, finance, or related field; or equivalent combination of education and/or experience. 6+ years mortgage lending experience. 4+ years management experience. Experience in both mortgage sales and operations is highly desired. Strong interpersonal communication, outstanding ability to influence and build relationships, and creative problem-solving skills. Maintain an active federal registration with the National Mortgage Licensing System (NMLS) and Registry. Maintain a valid license and vehicle liability insurance in the minimum amounts required by law. Ability to travel and work in various locations throughout the credit union network, as needed. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 2 weeks paid caregiver leave 2 weeks paid new child parental leave 2 days paid volunteer time 10 paid holidays (includes your birthday!) Generous paid time off 401k company match of up to 5%, plus approximately 4% discretionary match 457 deferred-compensation plan Generous variable reward bonus Discounted Bublr membership Free bus pass 3 health plan options, including domestic partner eligibility And more!

Make a difference at a fast-growing Credit Union known across Wisconsin for boosting financial education and wealth, especially among women and their families. Help our large, ever-expanding membership reach their financial goals and live richer, more secure lives. In this role, you will: * Share your expertise in insurance and planning strategies. * Create meaningful, long-term relationships with Summit member-clients. * Benefit from a strong partnership with TruStage and LPL Financial, offering over 200 years of combined experience and resources. About Summit Credit Union: Summit is a member-owned financial cooperative empowering communities to build financial security and wealth. Consistently rated as a Top Workplace, Summit provides an environment where you can thrive. About TruStage: TruStage is a financially strong insurance, investment, and financial services company built on the principle of "people helping people." TruStage Wealth Management Solutions works directly with credit unions to support financial professionals. About LPL Financial: LPL is a leading provider of investment and business solutions for independent financial advisors, offering tools and technology for your success. LPL supports you, the advisor, so you can focus on your clients. This position offers: * A strong client base through Summit's referral system. * Opportunities to find new clients via Summit's member base. * The ability to create client solutions without proprietary products. * Growth opportunities with LPL's tools, technology, and support. * The chance to capitalize on Summit's reputation and community standing. * A full suite of products to create client solutions. * Opportunity to leverage LPL technology to maximize practice management & ease of service activities. Requirements: * Series 6 or Series 7 * Life & Health Insurance License * Three or more years of investment sales experience. Whatever your vision of success, we're with you every step of the way.

We want to build a better, more equitable world and fulfill our mission of Dreams enabled. Financial Wellness achieved. Life richer. We do that through our Essential Behaviors of working as a team, putting our membership first and promoting change, and through our Values: Honesty, Make Things Better, Respect Others, Be Fair/Create Equity, and Care. As a VP Business Services (Commercial Banking), selected individuals will work closely with small to medium-sized businesses to understand the members' banking needs to deliver customized solutions such as loans, lines of credit, and treasury management services. The VP ensures member satisfaction, builds long-term relationships, and identifies opportunities for business growth. They also collaborate with other departments and stay informed about financial regulations and market trends to guide members effectively. Strong communication, analytical skills, and a deep understanding of business finance are key to success in this role. Expected Outcomes * New Member relationships are developed through organized prospecting efforts. * Members receive outstanding accurate and timely service. * Relationships with Credit and Operations teams are marked by clear communication and mutual respect. * Business Services is well represented at community events and local non-profits. * Performance metrics demonstrate attainment of key business objectives, including loan and deposit growth, fee income, and portfolio quality. * Member experience and profitability is strengthened through the implementation and promotion of Business Services initiatives and the fostering of a service to sales culture. Capability Requirements * Bachelors Degree in Business Administration, Accounting, Finance or a related field. * Five or more years of financial institution experience with at least three years in business lending and relationship management; or combination of applicable work experience and education. * Professional well developed interpersonal skills; essential for interacting with credit union staff and members. * Expert knowledge of business lending, deposit acquisition and treasury management products and strategies. * Proven business development and leadership abilities. * Expert knowledge of laws and regulations that govern lending and deposit products. * Demonstrated ability to ask in-depth questions and effectively negotiate. * In-depth mathematical skills required (calculations and concepts involving decimals, percentages, fractions, dividend, interest, amortization, payoff and equity calculations etc.). * Basic knowledge of Microsoft Word, Outlook and intermediate knowledge of Excel. Summit has opportunities for Bankers in the following markets: * Milwaukee/Waukesha * Madison / Dane County * Sheboygan and surrounding counties

If you are passionate about helping people through life's challenges and thrive in a dynamic, member-first environment, UW Credit Union is looking for a Collections Specialist (internally known as a Credit Solutions Specialist) to join our close-knit team. We don't call it “collections” for a reason - our goal is to partner with members, understand their unique situations, and provide realistic solutions to get their finances back on track. At UW Credit Union, humanity counts most. We know that life happens, and we approach every conversation with empathy, compassion, and persistence. Our delinquency rate is well below the industry average, thanks to our dedicated and skilled Credit Solutions Specialists who make a real difference every day. Responsibilities A Day in the Life of a Credit Solutions Specialist No two days are the same. You'll pivot quickly to meet member and department needs while balancing multiple priorities in a fast-paced, call center-style environment. Here's what you can expect: Take inbound calls, engaging in meaningful, often complex financial conversations. Summarize next steps for members at the end of each call, thank them for reaching out, and ensure they feel supported. Review and collect on assigned delinquent loans by gathering background data, documenting conversations, and sending required notifications. Analyze accounts to determine the best next steps based on account type, balance, credit score, collateral value, and more. Negotiate payment arrangements or loan extensions (typically 1-3 months) within established guidelines. Meet specific department KPIs, including inbound/outbound call volume, promises to pay, dollars collected, and quality scores. Collaborate with branch staff and internal teams to resolve member issues; escalate cases to management when appropriate. Serve as a liaison for auto repossession agencies when needed. Recommend operational improvements to enhance service and productivity. Qualifications What You'll Bring to the Team Ability to work on-site three days per week. 2-3 years of experience in banking, retail, or customer service (call center experience strongly preferred; financial services call center experience a plus). Strong customer service focus with the ability to handle difficult conversations and remain member-first in every interaction. Ability to work in a fast-paced environment, pivot between priorities, and handle multiple systems and processes with accuracy. Excellent communication, relationship building, problem solving, and organizational skills. Strong attention to detail and sound decision-making. Knowledge of lending, collections concepts, and applicable laws (including the FDCPA) preferred. Spanish bilingual skills are a plus. A team mindset with the ability to work independently and mentor others. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5+ days annual paid time off (4+ weeks) 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 11 paid holidays (includes your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental and Vision plans, including domestic partner eligibility Employee Assistance Program And more!

UW Credit Union is hiring a Card Programs Specialist. Are you someone who thrives on curiosity, collaboration, and continuous learning? The Card Programs department is looking for a dynamic individual to join their team. This opportunity is designed for someone ready to stretch their skills, grow their influence, and learn the ins and outs of a high-impact area of the business. This team values asking “why,” sharing ideas, and challenging the status quo. If you love tackling challenges, voicing your ideas, and forging meaningful connections across teams, you'll excel here. As a Card Programs Specialist, you'll play a key part in supporting debit and credit card operations, solving problems, analyzing data, and helping ensure a seamless cardholder experience. It's a great way to build knowledge in a new area while leveraging your natural strengths like emotional intelligence, analytical thinking, and decision-making. We're looking for someone who communicates with confidence, thinks strategically, builds strong relationships, and brings curiosity and other perspectives. If you take initiative, collaborate intentionally, and aren't afraid to ask questions or challenge the status quo, we encourage you to apply. The technical aspects of the position can be taught-what matters most is your mindset, drive, and desire to grow. This is a fantastic opportunity for someone looking to shift from a member-facing role into a behind-the-scenes position, while still utilizing your strengths. Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive: 21.5 days of annual time off (accrued per pay period) 2 weeks paid caregiver leave 2.5 weeks paid new child parental leave 2 days paid volunteer time 10 paid holidays (including your birthday!) 401k company match of up to 5%, plus approximately 4% discretionary match Variable bonus reward Competitive Medical, Dental, and Vision plans, including domestic partner eligibility Employee Assistance Program And more! Responsibilities Operational Excellence Accurately perform account and card maintenance. Take responsibility for monetary functions and balancing of appropriate GLs, included balance transfers, late fee refunds, payments returned items, credit and cash advantages and more. Process daily, weekly, and monthly debit card, credit card and ATM exception report and audits. Assist in maintaining procedures, and recommend improvements to increase productivity, performance, and efficiency. Research errors and issues. Collaborate with vendors, internal technical partners, and more senior Card Programs team members to reach resolution. Cardholder Experience Provide direct phone and e-mail support to members, MS&S, MSC, and other internal partners, delivering exceptional member service and personalized solutions. Solicit feedback, identify trends, and document opportunities to optimize the cardholder experience. Demonstrate sound judgement and creative problem solving to effectively resolve member concerns and issues. Develop internal help resources to support the acquisition and servicing of debit and credit cards. Maintain debit, credit, and ATM product, feature, and function expertise necessary to promote an exceptional cardholder experience. Dispute Resolution Process low-dollar, consumer dispute claims by gathering necessary information and documentation to acquire merchant credit or write off claims. Utilize appropriate systems to either maximize recovery rates or minimize cases that require dispute specialist intervention. Provide members with clear expectations throughout the dispute resolution process including the timeframes and outcome of the claim. Document decision making and investigation results that lead to write-off claim resolutions. Collaborate with Loss Prevention, Member Solution Center and Member Sales and Service to support members through the dispute resolution process. Continuous Learning & Development Assume ownership of personal development through dialogs, participation in group initiatives and projects, and engagement with training. Explore development options including mentor/mentee relationships, and the use of tools such as the Leader of Self gap analysis and Individual Development Plan (IDP). Be a change agent: welcome innovation and collaborate with others to achieve departmental and organizational goals. Develop and maintain competency with internal resources, procedures, systems, and tools. Develop and maintain competency with VISA and PIN-based network rules, and Federal Regulations E and Z for dispute resolution processing. Strengthen the Credit Union's inclusive environment by engaging with ongoing DEI initiatives. Invite and accept feedback and provide upward feedback. Qualifications Education & Experience: Associate Degree in Business or related field required. 2-3 years of Financial Institution experience required. 7 months - 1 year of Customer Service experience preferred. Proficiency in Spanish is preferred. Skills: Demonstrated investigative, analytical, organizational, decision making, and problem-solving skills. Ability to effectively prioritize workload and tasks, complete assignments in a timely manner, and meet deadlines. Strong verbal and written communication skills. Effective interpersonal and customer service skills. Ability to work independently as well as collaboratively in team environments. Ability to work in a fast paced and changing environment. Understanding of Network Operating Rules and compliance relating to debit, credit, and ATM services. Proficient with Microsoft Office products. Additional Information to Know: The position could work (hybrid) at 1 of 2 locations 8033 Excelsior Drive, Madison WI 2323 Mayfair Road, Wauwatosa WI Apply to the location you are interested in working at This post is for our Madison or Milwaukee location Must be willing to travel to Madison for the duration of training (3 days per week for up to 6 weeks). Must have reliable transportation. Travel to Madison will be at least 2 times per month following training.

UW Credit Union is growing and hiring Part-Time Tellers to join our soon to open Pewaukee branch. Why This Job Is Right for You Are you looking for a new opportunity to be yourself, make a difference and build your career? Do you enjoy creating meaningful connections? Is top-notch customer service where you shine? As a Part-Time Teller, you are an essential part of our branch team. You will accurately handle teller transactions while recognizing opportunities to recommend UW Credit Union products and services that align with our members' financial goals. Through these interactions, you will build strong and trustworthy relationships with members at your branch. If this sounds like a team and culture you want to join, we want to talk to you! Why work for UW Credit Union? Join one of Wisconsin's premier financial institutions, a four-time recipient of Madison Magazine's Best Places to Work, and a two-time Milwaukee Journal Sentinel's Top Workplace to receive: Part time employees earn paid time-off (pro-rated based on hours worked) 2 weeks paid Caregiver Leave (pro-rated based on hours worked) 2.5 weeks paid New Child Leave (pro-rated based on hours worked) 16 hours paid volunteer time annually Paid holidays (if normal work schedule falls on a recognized holiday) Personal development and peer connections through Employee Community Groups 401k option with company match of up to 5%, plus approximately 4% discretionary match Annual variable bonus reward Employee Assistance Program And more! Responsibilities What You'll Do Welcome and assist members at our Pewaukee branch, representing UW Credit Union. Strive to meet performance goals in line with our Members for Life Sales & Service Philosophy. Keep a good understanding of all UW Credit Union products and services. Ensure accurate and efficient handling of member requests at the Teller line. Follow UW Credit Union's Cash Management policies and procedures. Investigate potential errors in Teller transactions and communicate with affected members. Build relationships with members, understand their needs, offer recommendations, and make referrals when appropriate. Look for ways to exceed our members' expectations. Work with your branch team to address member and branch needs. Qualifications What You'll Need to Succeed High School Diploma or equivalent 1 year of customer service experience Demonstrates ability to work with customers of all ages and backgrounds Excellent interpersonal and professional skills Team player that can confidently jump in where and when you are needed Ability to work in an autonomous environment