Financial Service Representative

1 month ago

Georgetown, United States United Heritage Credit Union Full time

Location: 12 Waters Edge Cir, Georgetown, Texas 78626

Schedule: Flexible availability to work up to 40 hours per week during the business hours between 8:00AM - 6:30PM Monday through Friday and rotating Saturdays from 8:30AM-2:30PM to meet branch scheduling needs.

Financial Service Representatives (FSRs) at United Heritage Credit Union (UHCU) play a key role in building and maintaining relationships with our members. This position offers the opportunity to have one-on-one contact with members. FSRs engage members in conversation, build strong relationships, educate members about UHCU products and services, close on the services, and follow up to ensure the service is meeting our members' financial needs. Sales, relationship building, and follow up skills are essential to this position. An FSR is the face of our organization and actively participates in community events demonstrating a commitment to UHCU's mission and vision.

As a FSR at UHCU you'll get to:

  • Promote and maintain positive relations with all contacts, members and potential members.
  • Actively participate in cross selling and referring beneficial products and services to members and non-members.
  • Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.
  • Assist members with drafts, balancing and reconciling their account, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions.
  • Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds.
  • Maintain an organized database relative to pending member items and proactive follow-up on newly acquired relationships.
  • Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues.
  • Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed.

What you will need to succeed:

  • Excellent listening ability and verbal communication skills.
  • Demonstrated sales ability and thorough knowledge of and a willingness to actively promote products and services.
  • Passion for providing outstanding service to our members.
  • The ability to collaborate with team members.
  • Strong attention to detail, with a focus on accuracy and quality of work.
  • Excellent organization, time management and problem solving skills.
  • Ability to multitask in a fast-paced environment.

The Requirements:

  • 1-3 years of related experience.
  • Minimum of 1 year experience selling products or services.
  • Previous experience in the financial services industry preferred.
  • Excellent verbal and written communication skills.
  • High School Diploma or GED equivalent required.

About United Heritage Credit Union:

The Credit Union was established in 1957 as an Austin-based credit union, and over 60 years later we continue to serve communities in 18 counties, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1 billion in assets, more than 64,000 members, 12 locations, and approximately 220 employees. We are a full-service financial institution whose vision is "To Be the Financial Institution of Choice." Our team members voted us as one of the Austin-American Statesman's Top Workplaces for six consecutive years. Being part of our credit union means being part of our community.

UHCU Offers:

  • Competitive Benefits Package
  • 401(k) options (Pre-Tax and/or Roth)
  • Generous paid time off (PTO)
  • Education Reimbursement Program

Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case

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