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Personal Financial Representatives Steck Center

Expired Job

University Federal Credit Union Austin , TX 78719

Posted 2 months ago

Personal Financial Representatives Multiple Locations

Job Details

Description

JOB SUMMARY

University Federal Credit Union (UFCU) has amazing career opportunities in our Retail division. We are looking for a Personal Financial Representative for our Steck Center. This is a fantastic opportunity to begin a career in the financial sector with Austin's #1 mortgage lender. With a focus on our community, UFCU has received a "Best of the Best" awards from the Austin American StatesmanBest Credit Union, Best Mortgage Lender, and Best Bank. We have also been recognized for having a culture of workplace healthyes, we offer great benefits! At UFCU, we're proud to focus on peoplenot profits. If you are a people person who is ready to start a career and be one of the best, we look forward to seeing your application! Apply online today at (link). Apply online today.

Under direct supervision a PFR must demonstrate behaviors critical to ensuring exceptional member service by processing transactions based on member requests and build member relationships by offering products that would benefit them. A PFR must be active in branch success, including sales success, accountability, detail orientation, stress management, problem solving and good judgment, effective communication, teamwork, and initiative.

JOB LOCATION:
3305 Steck Ave.

Austin, Tx 78757

ESSENTIAL DUTIES AND RESPONSIBILITIES

Relative Weight (in %; all functions' total should = 100%)

Essential Function Description
25%

Member Service:

  • Is detail oriented and accomplishes all tasks of job, checking for accuracy and has very minimal cash outages.

  • Is fully familiar with and able to successfully communicate with members about:

  • UFCU products and services.

  • Teller transactions, including checks/drafts.

  • Traveler's checks and currency.

  • Where to go for domestic and foreign items, including stale dated checks.

  • NSF.

  • Mutilated checks and currency.

  • Collection items.

  • Balance cash drawer.
    25%

Sales:

  • Consistently meets individual sales goals.

  • Understands and actively participates in the credit union's sales program.
    20%

Systems, Tools & Processes:

  • Completes all required training and applies information, including all BVS courses, teller training, robbery training, and use of the intranet.

  • Demonstrates responsibility and accountability for performance and attitude.

  • Complies with all UFCU internal security regulations such as dual control.
    20%

Teamwork & Development:

  • Is willing to learn from others and demonstrates cooperation within the team.
    10%

  • Performs other duties as assigned.

  • Adhere to all company policies, procedures and business ethics codes.

N/A

  • Performs other duties as assigned.

  • Adhere to all company policies, procedures and business ethics codes.

  • Maintain strict adherence and compliance to all laws, rules, regulations, policies, procedures and internal controls specific to your role.

Minimum Qualifications

  • Minimum two (2) years of service experience

  • One year with demonstrated success selling products within a retail banking environment or financial services industry

  • Advance knowledge of current local, state and federal regulations

  • Advance Microsoft Office skills

  • Excellent communication skills

  • Ability to work in a fast-paced environment and problem-solve

  • Ability to engage in problem-solving skills to help identify and resolve member issues.

  • Careful attention to detail and time management

  • Ability to work effectively as a team member

  • Ability to successfully pass pre-employment background screening, including FBI fingerprint search, credit check, education and employment verification

Preferred Qualifications

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

  • Registered NMLS

  • Consumer lending experience

  • Investment license

  • Military experience

  • Bilingual

  • College degree

  • Credit Union experience

  • General knowledge of applicable financial industry regulations

INDUFCU


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Personal Financial Representatives Steck Center

Expired Job

University Federal Credit Union