Personal Financial Representative 2- Victory Lakes

University Federal Credit Union League City , TX 77573

Posted 3 weeks ago

Job Summary

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.

About UFCU

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.

Essential Functions

Member Relationships:

  • 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

Member Experience:

  • Serve as the Lobby Lead

  • Maintain branch appearance

  • Follow-up on member issues

Account Services:

  • 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

Conduct Transactions:

  • 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)

  • Onboard peers

Business Development:

  • 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

  • Lending experience

  • High School Diploma or GED

  • Advanced knowledge of current local, state, and federal regulations

Preferred Requirements (Nice to have)

  • English/Spanish bilingual

  • Experience working in fast-paced, high-volume environment

  • Bachelor's Degree

  • Credit Union experience

  • Series 6, 63, and/or Texas Life and Health Insurance licenses

  • Investment license

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!


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Personal Financial Representative 2- Victory Lakes

University Federal Credit Union