Financial Services Associate

1 month ago


Austin, Texas, United States UFCU Full time

About UFCU

UFCU is a leading financial institution dedicated to serving its members and empowering their financial success. Our team is passionate about building financially healthy communities and fostering a collaborative, diverse, and inclusive environment that promotes innovation, performance excellence, and career growth.

Job Summary

As a Part-Time Teller, you will play a critical role in delivering exceptional member service by processing transactions, building member relationships, and offering products that meet their needs. You will work under direct supervision and be responsible for demonstrating behaviors critical to ensuring exceptional member service, including sales success, accountability, detail orientation, stress management, problem-solving, and effective communication.

Key Responsibilities

  • Greet members and maintain a positive, welcoming atmosphere in the branch.
  • Process transactions, including deposits, withdrawals, and transfers, while ensuring accuracy and attention to detail.
  • Build member relationships by offering products and services that meet their needs and providing exceptional customer service.
  • Conduct system navigation on various computer systems to process transactions and maintain member accounts.
  • Process address, phone number, and email changes, as well as establish direct deposit and assist with online and mobile banking.
  • Perform other duties as assigned, including adhering to all company policies, procedures, and business ethics codes.

Requirements

  • High School Diploma or GED.
  • Minimum of six (6) months of Teller or cash handling experience.
  • Minimum of six (6) months of customer service experience.
  • Bachelor's Degree in Business or Finance-related field may substitute for experience requirements.
  • Minimum of six (6) months working in a team environment.

Preferred Requirements

  • English/Spanish bilingual.
  • Bachelor's Degree.
  • Credit Union experience.
  • General knowledge of applicable financial industry regulations.
  • Military experience.

About This Career Opportunity

We're always looking for talented individuals who share our passion for delivering exceptional member service and building financially healthy communities. If you're looking for a career with a socially conscious, service-oriented organization and want to make a difference in your community, join our UFCU team.



  • Austin, Texas, United States Independent Financial Services Full time

    Job Summary:We are seeking a detail-oriented and customer-focused Financial Center Service Associate to join our team at Independent Financial. As a key member of our financial center, you will play a vital role in providing exceptional service to our clients and helping them achieve their financial goals.Key Responsibilities:Open and maintain various types...


  • Austin, Texas, United States First Command Financial Services Full time

    Join Our Team of Financial AdvisorsAt First Command Financial Services, we're committed to helping military families achieve their financial goals. As a Financial Advisor, you'll play a critical role in providing expert guidance and support to our clients.Key Responsibilities:Partner with local military organizations and units to engage with the military...

  • Financial Associate

    3 weeks ago


    Austin, Texas, United States Bulldog Financial Group, LLC Full time

    Job OpportunityWe are seeking a highly motivated and dedicated Financial Associate to join our team at Bulldog Financial Group, LLC. As a Financial Associate, you will play a crucial role in providing expert financial advice and solutions to clients, helping them create, build, and protect their wealth through investments and life insurance.Key...


  • Austin, Texas, United States Bulldog Financial Group LLC Full time

    About the JobAs a Financial Associate Professional with Bulldog Financial Group LLC, you will play a pivotal role in providing expert financial advice and solutions to clients. Whether you're a seasoned professional or a quick learner, we're looking for ambitious and reliable associates who are passionate about helping others.Key Responsibilities:Provide...


  • Austin, Texas, United States REAP Financial Full time

    Paraplanner Job DescriptionAt REAP Financial Group, we're seeking a skilled Paraplanner to join our team of financial advisors. As a Paraplanner, you'll play a crucial role in supporting our advisors in servicing prospects and clients, preparing for meetings, conducting investment research, and making preliminary financial planning recommendations.Key...


  • Austin, Texas, United States Bulldog Financial Group LLC Full time

    About the JobAs a Financial Associate with Global Financial Impact, you will play a pivotal role in providing expert financial advice and solutions to clients. Whether you're a seasoned professional or a quick learner, we're looking for ambitious and reliable associates who are passionate about helping others.Responsibilities:Provide consultations to clients...


  • Austin, Texas, United States REAP Financial Full time

    Paraplanner Job DescriptionAt REAP Financial Group, we're seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a critical role in supporting our financial advisors in servicing prospects and existing clients.Key Responsibilities:Conduct research on financial products and services to provide recommendations to our...


  • Austin, Texas, United States REAP Financial Full time

    {"title": "Client Service Administrator", "description": "Job SummaryREAP Financial Group, LLC is seeking a highly organized and detail-oriented Client Service Administrator to join our team in Austin, TX. As a key member of our financial services team, you will be responsible for providing exceptional client service, managing databases, and preparing for...


  • Austin, Texas, United States Fanning Personnel Full time

    {"title": "Registered Client Service Associate", "description": "Job SummaryFanning Personnel is seeking a highly skilled Registered Client Service Associate to join our team in the Austin, TX area. As a key member of our boutique wealth management firm, you will be responsible for providing exceptional client service and support to our clients.Key...


  • Austin, Texas, United States ATX Financial Group Full time

    Job OpportunityWe are seeking a skilled Financial Services Representative to join our team at ATX Financial Group. As a key member of our team, you will work closely with clients to develop tailored financial plans, providing guidance on investments, retirement planning, and wealth management.About the RoleThis is an exciting opportunity to work with a...


  • Austin, Texas, United States Edward Jones Full time

    About the RoleWe are seeking a highly motivated and detail-oriented Associate Financial Advisor to join our team at Edward Jones. As a key member of our client team, you will work closely with our Financial Advisors to provide exceptional service to our clients and help them achieve their financial goals.Key ResponsibilitiesBuild and maintain strong...


  • Austin, Texas, United States ATX Financial Group Full time

    Job OverviewATX Financial Group is seeking a skilled Financial Services Representative to join our team. As a key member of our team, you will work closely with clients to develop tailored financial plans, providing guidance on investments, retirement planning, and wealth management.Key Responsibilities:Consult with clients to assess their financial needs...


  • Austin, Texas, United States Fanning Personnel Full time

    {"h1": "Registered Client Service Associate", "p": "Fanning Personnel is seeking a highly skilled Registered Client Service Associate to join our team in the Austin, TX area. As a key member of our boutique wealth management firm, you will be responsible for providing exceptional client service and support to our clients. Responsibilities: * Client...


  • Austin, Texas, United States SNI Financial Full time

    Financial Advisor OpportunitySNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of...


  • Austin, Texas, United States SafeLease Insurance Services Full time

    Financial Planning and Analysis AssociateSafeLease Insurance Services is seeking a highly skilled Financial Planning and Analysis Associate to join our team. As a key member of our finance department, you will play a critical role in supporting our financial decision-making and long-term growth strategies.About the RoleWe are looking for a talented...


  • Austin, Texas, United States PR Financial Full time

    Unlock Your Earning PotentialAt PR Financial, we're committed to helping you achieve a six-figure income through our innovative life insurance sales platform.With a strong focus on senior market sales, we're looking for talented individuals to join our team and capitalize on the growing demand for life insurance products.As a career agent, you'll have access...


  • Austin, Texas, United States SafeLease Insurance Services Full time

    {"h1": "Financial Planning and Analysis Associate", "p": "At SafeLease Insurance Services, we are seeking a highly skilled Financial Planning and Analysis Associate to join our team. As a key member of our leadership team, you will be responsible for evaluating business performance, providing insights and recommendations based on financial analysis, and...


  • Austin, Texas, United States Global Financial Impact - Marco Esquivel Full time

    Job OverviewAs a Financial Services Representative, you will play a crucial role in helping clients and businesses achieve their financial goals. Your expertise will be invaluable in providing advice and solutions to individuals and organizations seeking to optimize their financial performance.Key Responsibilities:Develop and maintain a client base through...


  • Austin, Texas, United States Independent Bank (TX) Full time

    Job Summary:We are seeking a detail-oriented and customer-focused Financial Center Service Associate to join our team at Independent Financial. As a key member of our financial center, you will have the opportunity to make a positive impact on our customers' lives by providing exceptional service and support.Key Responsibilities:Open and maintain customer...


  • Austin, Texas, United States LPL Financial Holdings, Inc. Full time

    Summer 2025 Business Development InternshipLPL Financial Holdings, Inc. is seeking a highly motivated and organized individual to join our Business Development team as a Summer 2025 Intern. As a Business Development Intern, you will play a critical role in helping to drive lead flow into our recruitment teams, increasing sales, and building relationships...