Mobile Branch Personal Financial Representative

2 weeks ago

Austin, United States University Federal Credit Union Full time
Job Summary

As a Personal Financial Representative for the Mobile Branch, you will engage with our members and prospective members in an external non-traditional branch environment 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. Additionally, this role will require frequent traveling and tasks involving, but not limited to, setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours.

About UFCU

As 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 Job

Member Relationships:

  • Communicate UFCU's Mission, Vision, and Values.
  • 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.
Business Development:
  • Host tables at and attend community events.
  • Conduct presentations.
  • Identifying and pursuing mobile branch deployment opportunities.
  • Make external business partner referrals.
  • Serve as a Brand Ambassador.
Mobile Operations:
  • Frequent driving throughout UFCU footprint (including coastal branches).
  • Serve as additional driver for the mobile branch.
  • Assisting with multi-point vehicle safety inspection.
  • Helping with managing and stocking necessary inventory for mobile branch operations.
  • Assisting with setting up and taking down of tables, tents, booths, and other equipment for each event.
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 solving and facilitate connecting members with internal business partners.
Conduct Transactions:
  • Process service requests.
  • Process stop payments via check, ACH and/or Cashier's Checks.
  • Process ATM and Point-of-Service transaction disputes.
  • 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 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.
Knowledge, 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 verification.
Experience

Required Qualifications:
  • High School Diploma or GED
  • English/Spanish bilingual
  • 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
  • Willingness to undertake additional driving courses to competently operate the mobile branch, which is a large vehicle. This includes obtaining any necessary certifications or licenses as required.
  • Must have and maintain a current and valid Texas Driver's License
  • Reliable transportation for travel to multiple worksites within Central Texas
  • Must have a safe driving record
  • Must have and maintain minimum levels of automobile insurance coverage per Texas state guidelines.
  • Experience working in a business development/community relations capacity.
  • Must be bondable.
Preferred Qualifications:
  • Bachelor's Degree
  • Credit Union experience
  • Series 6, 63, and/or Texas Life and Health Insurance licenses
  • Registered NMLS
  • Commercial Driver's License (CDL) - this role will require CDL (Class B) driving training
  • Consumer Lending Experience
  • General knowledge of applicable financial industry regulations
  • Military experience
Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • This position may involve periodic stressful conditions.
  • May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.
  • Travel Required - Due to the nature of the role, work locations will vary and require traveling to all existing and future UFCU markets.
  • The noise level in the work environment is usually moderate to loud.


INDUFCU

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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