Personal Financial Representative- North Guadalupe
Company: UFCU
Location: Austin
Posted on: January 12, 2021
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Job Description:
About the JobAs 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 UFCUAs 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 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.Consistently receiving awards as the Best Credit
Union and Best Mortgage Lender, UFCU is proud of its 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 of the JobMember 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 ValuesAccount 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 partnersConduct 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 lettersCompliance*
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 eventsKnowledge,
Skills and Abilities* 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 verificationRequired Qualifications* High School
Diploma or GED* Minimum of one (1) year of demonstrated success
selling products within a financial services industry or retail
banking environment* Minimum of two (2) years of customer service
experience* Minimum of one (1) year working in a team environment*
Advanced knowledge of current local, state, and federal
regulationsPreferred Qualifications* English/Spanish bilingual*
Bachelor's Degree* 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
experienceHoursMonday through Friday from 10am to 7pm, and on
Saturday from 9am to 2pm.About This Career OpportunityWe'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!INDUFCU
Keywords: UFCU, Austin , Personal Financial Representative- North Guadalupe, Accounting, Auditing , Austin, Texas
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