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UFCU · 5 hours ago

Personal Financial Representative - Ben White

Austin, TX

Full-time

Onsite

Entry Level

2+ years exp

UFCU is a financial institution dedicated to empowering its Members to achieve financial success. As a Personal Financial Representative, you will engage with Members to identify their financial needs, educate them on products and services, and provide exceptional service to enhance their financial wellbeing.

Financial Services

Comp. & Benefits

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

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

Customer serviceFinancial services experienceBilingual (English/Spanish)Microsoft OfficeProblem solvingTeamworkAttention to detailCommunication skillsTime managementAdaptability