UFCU · 8 hours ago
Area Personal Financial Representative
Austin, TX
Full-time
Onsite
Entry, Mid Level
2+ years expUFCU is a financial institution dedicated to empowering Members to achieve financial success. As an Area Personal Financial Representative, you will engage with Members to identify their needs and educate them on products and services that enhance their financial wellbeing.
Financial Services
Responsibilities
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
Make external business partner referrals
Host tables at and attend community events
Qualification
Required
High School Diploma or GED
Minimum of two (2) years of customer service experience
Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
Minimum of one (1) year working in a team environment
Advanced knowledge of current local, state, and federal regulations
Must have the ability to work at multiple branch locations
Must have access to reliable transportation to facilitate working in multiple branches
High proficiency in Microsoft Office
Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Strong organizational and time management skills
Ability to effectively build relationships, establish rapport, and diplomatically communicate information
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
Ability to demonstrate strong attention to detail
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a 'what can I do to help?' attitude
Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification
Preferred
Bachelor's Degree
Bilingual in English/ Spanish
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
Investment license
Consumer lending experience
General knowledge of applicable financial industry regulations
Military experience
Company
UFCU
Empowering our Members to achieve financial success and brighter futures. Federally Insured by NCUA. Equal Housing Lender.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Michael Crowl
CEO & President
Rhonda Pavlicek, MBA, CPA
Executive Vice President of Finance & Risk / Chief Financial Officer
Company data provided by crunchbase