- 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.
- 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.
- 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.
- Competitive Benefits Package
- 401(k) options (Pre-Tax and/or Roth)
- Generous paid time off (PTO)
- Education Reimbursement Program
- Opportunity to Advance
-
Personal Banker
4 weeks ago
Amplify Credit Union Cedar Park, United StatesJob Details · Job Location · TX - Cedar Park - Cedar Park, TX · Position Type · Full Time · Education Level · High School · Salary Range · $ $24.78 Hourly · Travel Percentage · None · Job Category · Retail · Description · Life at Amplify · As a growing, tech-focused ...
-
Personal Banker
2 weeks ago
United Heritage Credit Union Austin, United StatesLocation: 12208 N Mopac Expy Austin, Texas 78758 · Schedule: Flexible availability to work up to 40 hours per week during the business hours between 8:15AM-6:15PM Monday through Friday and Saturdays from 8:30AM-2:30PM to meet branch scheduling needs. · Personal Bankers at United ...
-
Personal Banker
1 week ago
Guaranty Bank & Trust Austin, United StatesImagineworkingsomewherethatoffersmorethanasteadypaycheck;aplacewhereyouhaveownership, employees are celebrated and growth is encouraged, both personally andprofessionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while delivering a "Raving Fa ...
-
Associate Personal Banker
5 days ago
WELLS FARGO BANK Round Rock, United StatesWhy Wells Fargo: · Are you ready for the next step in your career? This is where it begins - at a company known for our "Well Life" approach to supporting employees' career aspirations, work-life balance, and mental and physical health. We ranked #2 on the 2023 LinkedIn Top Compa ...
-
Personal Banker
1 week ago
United Heritage Credit Union Austin, United States**Location: 12208 N Mopac Expy Austin, Texas 78758** · **Schedule: Flexible availability to work up to 40 hours per week during the business hours between 8:15AM-6:15PM Monday through Friday and Saturdays from 8:30AM-2:30PM to meet branch scheduling needs.** · Personal Bankers at ...
-
Personal Banker
2 weeks ago
Guaranty Bank and Trust NA Austin, United States Full timeImagine working somewhere that offers more than a steady paycheck; a place where you have ownership, employees are celebrated and growth is encouraged, both personally and professionally. At Guaranty Bank & Trust, we improve the financial well-being of our customers while deliver ...
-
Controller
1 week ago
TECO Westinghouse Round Rock, United StatesJob Description · Job DescriptionSUMMARY Direct the financial functions of TECO Holdings North and South American companies and others, as assigned, including accounting, tax, financial planning, and control. Ensure compliance of the accounting books and records with GAAP, FASB, ...
-
Mortgage Banker
3 weeks ago
BOK Financial Austin, United StatesReq ID: 75001 · Location: Austin -AUS, Dallas -DAL, San Antonio -SANAN · Areas of Interest: Mortgage, Loan Origination · Pay Transparency Salary Range: Not Available · Application Deadline: 07/30/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securiti ...
-
Producer
3 weeks ago
Frost Bank Austin, United States Full timeIt's about giving people a sense of security. · Do you like helping others understand the tools of today? A passionate salesperson with an affinity for helping others and building relationships? Do you have a background in insurance sales and the ability to drive new business? · ...
-
Licensed Agent Insurance Representative
1 week ago
Bankers Life Austin, United StatesLicensed Agent Insurance Representative · Location: Austin South, TX, United States · Job Category: Licensed Agents · Posted: 13-Jul-2023 · Job Description · Bankers Life, one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to gro ...
-
Member Services Officer- Teller
1 week ago
A+ Federal Credit Union Austin, United States Part timeMember Services Officer- Teller / Personal Banker · Job Type: Part-Time · Exemption Type: Non-Exempt · Wage Amount: $19 hourly minimum · As a Member Services Officer, your role will be a combination of both Teller and Personal Banker positions. You bring the willingness to pr ...
-
Mortgage Banker
1 week ago
BOK Financial Austin, United StatesReq ID: 75001 · Location: Austin -AUS, Dallas -DAL, San Antonio -SANAN · Areas of Interest: Mortgage, Loan Origination · Pay Transparency Salary Range: Not Available · Application Deadline: 07/30/2024 · BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securit ...
-
Senior Private Wealth Banker
5 days ago
BOK Financial Austin, United StatesReq ID: 74034 · Location: Austin -AUS, Dallas -DAL, Houston -HOUS, Grapevine -GRPV, San Antonio -SANAN, Woodlands -WDLND · Areas of Interest: Finance; Private Banking · Pay Transparency Salary Range: Not Available · BOK Financial, Headquartered in Tulsa, Oklahoma, BOK Financi ...
-
Mobile Software Engineer
3 weeks ago
Agent IQ Austin, United StatesJob Description · Job Description · About Us · Agent IQ is a recently funded, rapidly growing mid-stage fintech company. · Agent IQ is making intelligent, frictionless digital engagement easy and profitable. Our · Lynq digital engagement platform improves communication and en ...
-
Member Services Officer III
5 days ago
A+ Federal Credit Union Austin, United StatesMember Services Officer III (Supervisor) · Job Type: Full-Time · Exemption Type: Non-Exempt · Wage Amount: $21.99 hourly minimum · As a Member Services Officer III (MSO III), your primary objective will be to provide Sales and Service coaching to branch team members, as well ...
-
Randolph-Brooks Federal Credit Union (RBFCU) Austin, United States Full timeJob Description and Requirements · The RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the Ben White branch location starting at $20.00/hour · The Ben White branch is located at: 205 W Ben White Blvd. Austin, TX 78704. · As a Branch ...
-
Randolph-Brooks Federal Credit Union (RBFCU) Austin, United States Full timeJob Description and Requirements · The RBFCU Branch Operations Team is seeking a full time Branch Member Service Representative in the Four Points branch location starting at $20.00/hour · The Four Points branch is located at: 6911 Ranch Road 620 North. Austin, TX 78730. · As ...
-
Part Time
1 day ago
FRONTIER BANK OF TEXAS Elgin, United States Part timeAt Frontier Bank of Texas, we have created a culture of honesty, integrity, loyalty, community, leadership, and respect. When you join Frontier Bank you become part of a family. This tribe is intensely committed to delivering superb customer service and financial sophistication t ...
-
Client Solutions Associate
4 weeks ago
FactSet Research Systems Inc. Austin, United StatesFactSet creates flexible, open data and software solutions for over 170,000 investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make key investment decisions. · As a globally inclusive communi ...
-
Associate Director, Energy and Industrials
1 week ago
myGwork LGBTQ Business Community Austin, United StatesThis inclusive employer is a member of myGwork – the largest global platform for the LGBTQ+ business community. · At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voic ...
Personal Banker - Cedar Park, United States - United Heritage Credit Union
Description
Job Description
Job DescriptionLocation:1801 E Whitestone Blvd (FM 1431) Cedar Park, Texas 78613
Schedule: Flexible availability to work up to 40 hours per week during the business hours between 8:15AM-6:15PM Monday through Friday and Saturdays from 8:30AM-2:30PM to meet branch scheduling needs.
Personal Bankers 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. You will 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. A Personal Banker is the face of our organization and actively participates in community events demonstrating a commitment to UHCU's mission and vision.
In this role at UHCU you'll get to:
What you will need to succeed:
The Requirements:
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, 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 $1.5 billion in assets, more than 77,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
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
