As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service. Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.
As Austin's largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our financial institution has expanded and we currently serve Galveston and Victory Lakes in the Coastal Region. Our mission at UFCU is simple: to provide for the well-being of our Members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
UFCU Mortgage Services has ranked as the ABJ #1 Mortgage Lender for 5 years, with over 20 Loan Officers on the Top Loan Officer list. We have closed over $1 billion dollars in loans for the second year in a row and have helped over 4600 members this year achieve the dream of homeownership or financial security. Though we are proud of our standing as the Top Credit Union and Top Mortgage Company, we are more proud of our people-first culture We value our employees as much as our Members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here.
Open savings, checking and deposit accounts as well as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Communicate UFCU's Mission, Vision, and Values
Serve as the Lobby Lead
Maintain branch appearance
Follow-up on member issues
Refer fraud claims to experts
Provide online and mobile support
Increase Automated Teller Machine limits
Release check holds
Provide notary services
Conduct Signature Guarantees
Complete wire transfers
Validate vehicle values
Manage account restrictions and pop-up concerns, and add travel notes on member accounts
Partner with Collections for members who are past due
Problem solve and facilitate connecting members with internal business partners
Process service requests and financial transactions
Process stop payments via check, ACH and/or Cashier's Checks
Process ATM and Point-of-Service transaction disputes
Set-up and grant access to safe deposit box
Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters
Performs other duties as assigned.
Adhere to all company policies, procedures and business ethics codes.
Complete required regulatory training as assigned.
Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.
Coach others employees (Product and Service)
Make external business partner referrals
Host tables at and attend community events
Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Ability to be adaptable and work in a fast-paced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Strong attention to detail
Strong organizational and time management skills
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude
High proficiency in Microsoft Office
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Minimum Requirements (Must have)
12 months or more of experience in customer service and working in a team environment
12 months or more of consultative sales experience
Financial institution experience
High School Diploma or GED
Advanced knowledge of current local, state, and federal regulations
Preferred Requirements (Nice to have)
Experience working in fast-paced, high-volume environment
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Things You Need to Know Before You Apply
Monday through Friday from 10am to 7pm, and on Saturday from 9am to 2pm.
About This Career Opportunity
We're always looking for great talent. If you're looking for a career with a socially conscious, service-oriented organization and want to have fun while you're at it, join our UFCU team!
University Federal Credit Union