UFCU · 14 hours ago
Satellite Personal Financial Representative - Texas State LBJ
San Marcos, TX
Full-time
Onsite
Entry Level
2+ years expUniversity Federal Credit Union (UFCU) is Austin’s largest locally owned financial institution dedicated to improving the financial well-being of its members. The Satellite Personal Financial Representative (PFR) engages with members at a satellite campus branch, providing education on financial products and services while building strong relationships and delivering exceptional member experiences.
Financial Services
Responsibilities
Communicate UFCU’s Purpose, Values, and Aspirations
Open Checking, Savings, and other deposit accounts such as Certificate of Deposits
Educate members on Credit Reviews and Needs Assessments
Accept and input consumer and business loans
Host tables at and attend community events
Conduct presentations
Identifying and pursuing campus opportunities
Make external business partner referrals
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 solving 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 to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation
Qualification
Required
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 regulations
Must be bondable
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 verification
Preferred
Bachelor's Degree (in progress)
English/Spanish bilingual
Credit Union experience
Series 6, 63, and/or Texas Life and Health Insurance licenses
Registered NMLS
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