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Area Financial Services Representative

2 months ago

Austin, Texas, United States University Federal Credit Union Full time
About the Role

We are seeking a highly motivated and customer-focused Area Personal Financial Representative to join our team at University Federal Credit Union. As a key member of our team, you will have the opportunity to work at various branch locations, engaging with our members and prospective members to identify their needs and educate them on products and services that will improve their financial wellbeing and quality of life.

Key Responsibilities
  • Open savings, checking, and deposit accounts, as well as Certificates of Deposits
  • Educate members on Credit Reviews and Needs Assessments
  • Accept and input consumer and business loans
  • Communicate UFCU's Mission, Vision, and Values
Member Experience
  • Serve as the Lobby Lead
  • Maintain branch appearance
  • Follow-up on member issues
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 solve and facilitate connecting members with internal business partners
Conduct 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 letters
Compliance
  • Perform 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 events
Requirements
  • High School Diploma or GED
  • Minimum of two (2) years of customer service experience
  • Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
  • Minimum of one (1) year working in a team environment
  • Advanced knowledge of current local, state, and federal regulations
  • Must have the ability to work at multiple branch locations
  • Must have access to reliable transportation to facilitate working in multiple branches
Preferred Qualifications
  • Bachelor's Degree
  • Bilingual in English/Spanish
  • 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 experience
Work Schedule

Monday through Friday from 9am to 6pm, and on Saturday from 10am to 2pm.