Financial Services Representative

1 week ago

Galveston, Texas, United States UFCU Full time

About UFCU

Established in 1936, UFCU has expanded to support over 384,816 members. We are committed to more than just financial services; we are dedicated to enhancing our Members' financial well-being and fostering thriving communities.

Our goal is to be cherished by millions of members and designed for enduring success. Our team members are not just employees; they are also Members who are innovative, adaptable, and focused on delivering exceptional service. We provide a competitive salary and benefits package that reflects our commitment to our employees and their families, recognizing that our people are central to our mission.

UFCU promotes a collaborative, diverse, and inclusive workplace that encourages innovation, excellence, and career advancement. If you seek a meaningful career that positively impacts our communities, UFCU is the right place for you. Join us and work with purpose.

Job Overview

Under direct supervision, a Part-Time Teller I is expected to exhibit behaviors essential for delivering outstanding member service by processing transactions according to member requests and cultivating member relationships by suggesting beneficial products. A Part-Time Teller I should actively contribute to branch success, including sales achievements, accountability, attention to detail, stress management, problem-solving, effective communication, teamwork, and initiative.

Consistently recognized as a leading Credit Union and Mortgage Company, UFCU takes pride in its people-first culture. We value our employees as much as our Members, fostering an environment where everyone cares for one another – like family. If you aspire to love your work, make a difference in your community, and empower individuals to transform their lives, we welcome you.

Please note, this position requires working 5 hours, 4 days a week from 10am-3pm or 11am-4pm (based on business needs), and every Saturday from 9:30am-2:30pm. This schedule includes one full day off during the week.

Key Responsibilities

Member Engagement:

Welcome members Maintain the branch's professional appearance Clarify basic products and services Identify members' product needs Address member inquiries Resolve member concerns

Account Management:

Navigate various computer systems Update address, phone number, and email changes Process check re-orders Set up direct deposits Assist with online and mobile banking inquiries

Compliance Responsibilities:

Perform additional duties as assigned. Adhere to all company policies, procedures, and ethical standards. Complete mandatory regulatory training as required. Ensure strict compliance with all laws, regulations, and internal controls relevant to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC, and Fair Lending regulations.

Transaction Processing:

Execute transactions, including mail deposits, night drop, and cash advances Provide access to safe deposit boxes Scan transit and on-us checks Verify and process member checks Communicate check holds Print necessary documents, including statements, temporary checks, and direct deposit forms

Required Skills and Abilities

Ability to build relationships and communicate information diplomatically Strong active listening skills Excellent verbal, interpersonal, and written communication abilities Adaptability to work in a fast-paced environment Good judgment and effective problem-solving skills to assist members Attention to detail Strong organizational and time management capabilities Teamwork skills, treating others with respect and courtesy Proficiency in Microsoft Office Ability to pass pre-employment background checks, including FBI fingerprinting, credit, education, and employment verification

Core Competencies

Demonstrating Member Focus Achieving Performance Excellence Fostering Innovation

Experience Requirements

Required Qualifications

High School Diploma or GED At least six (6) months of Teller or cash handling experience At least six (6) months of customer service experience A Bachelor's Degree in Business or Finance may substitute for experience At least six (6) months of experience in a team setting

Preferred Qualifications

Bilingual in English and Spanish Bachelor's Degree Experience in a Credit Union General knowledge of financial industry regulations Military experience

Important Information Before Applying

Work Hours

Monday through Friday from 9am to 6pm and Saturday from 9am to 2pm.

This position requires working 5 hours, 4 days a week from 10am-3pm or 11am-4pm (based on business needs), and every Saturday from 9:30am-2:30pm. This schedule includes one full day off during the week.

About This Career Opportunity

We are continuously seeking exceptional talent. If you are interested in a career with a socially responsible, service-oriented organization and wish to enjoy your work, consider joining our UFCU team.

INDUFCU

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