Area Personal Financial Representative - Austin, United States - UFCU

UFCU

Verified Company

Austin, United States

1 week ago

Posted by:

Mark Lane

beBee recruiter

Description

As an Area Personal Financial Representative, you will have the opportunity to work at various branch locations to engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life.

Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service.

Personal Financial Representatives strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues.

About UFCU

As Austin's largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members.

Our mission at UFCU is simple:
to provide for the well-being of our Members. We're proud to focus on people — not profits.

We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.

Though we are proud of our standing as the Top Credit Union, Top Mortgage Company, Best Places for Working Parents, Gallup's Top Engaged Workplace, and Austin's Healthiest Employer, we are more proud of our people-first culture.

We value our employees as much as our Members. We offer an environment where people care about each other - like family.

If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here.

Essential Functions

Member Relationships

Open savings, checking and deposit accounts as well as Certificate 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
Followup 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 popup 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 PointofService transaction disputes
Setup 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

Performs 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

Knowledge/Skills/Abilities
Knowledge

High proficiency in Microsoft Office

Skills:

Effective active listening skills
Excellent verbal, interpersonal, and written communication skills
Strong organizational and time management skills

Abilities

Ability to effectively build relationships, establish rapport, and diplomatically communicate information
Ability to be adaptable and work in a fastpaced environment
Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
Ability to demonstrate strong attention to detail
Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude
Ability to successfully pass preemployment background screening, including FBI fingerprint, credit, education, and employment verification

Experience

Minimum 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