UFCU
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Area Personal Financial Representative
role at
UFCU As an Area Personal Financial Representative, you will have the opportunity to work at various branch locations to 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
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution and our people are more than just employees. We are dedicated to our purpose of
empowering our Members to achieve financial success and build brighter futures . 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 Compliance
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. Business Development
Make external business partner referrals Host tables at and attend community events Knowledge
High proficiency in Microsoft Office Skills
Effective active listening skills Excellent verbal, interpersonal, and written communication skills Strong organizational and time management skills Abilities
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 Core Competencies
Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Minimum Requirements
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 Preferred Qualifications
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 Hours
Monday through Friday from 9am to 6pm, and on Saturday from 10am 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! Seniority level:
Associate Employment type:
Full‑time Job function:
Finance and Sales Location:
Austin, TX Salary:
$70,000.00–$90,000.00 Referrals increase your chances of interviewing at UFCU by 2x.
#J-18808-Ljbffr
Area Personal Financial Representative
role at
UFCU As an Area Personal Financial Representative, you will have the opportunity to work at various branch locations to 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
Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution and our people are more than just employees. We are dedicated to our purpose of
empowering our Members to achieve financial success and build brighter futures . 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 Compliance
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. Business Development
Make external business partner referrals Host tables at and attend community events Knowledge
High proficiency in Microsoft Office Skills
Effective active listening skills Excellent verbal, interpersonal, and written communication skills Strong organizational and time management skills Abilities
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 Core Competencies
Demonstrating Member Obsession Demonstrating Performance Excellence Demonstrating Innovation Minimum Requirements
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 Preferred Qualifications
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 Hours
Monday through Friday from 9am to 6pm, and on Saturday from 10am 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! Seniority level:
Associate Employment type:
Full‑time Job function:
Finance and Sales Location:
Austin, TX Salary:
$70,000.00–$90,000.00 Referrals increase your chances of interviewing at UFCU by 2x.
#J-18808-Ljbffr