Impactful Personal Banker: Member Experience & Growth

UFCU Financial Services, LLC; Houston (TX); Hybrid; USD 42,000 - 52,000; Full time

Job summary

UFCU is seeking a Personal Banker in Houston to deliver exceptional Member service by accurately processing transactions and resolving account issues of moderate complexity. You will actively identify Members’ financial needs and offer appropriate solutions while supporting branch operations and community events.

As part of UFCU’s commitment to empowering Members, you will collaborate with internal partners and participate in SEG events, ensuring a smooth onboarding experience and adherence to

Qualifications

• High school diploma or GED required.
• 6 months of customer service experience.
• Lending experience is a plus.
• Ability to work in a fast-paced, collaborative environment.

Responsibilities

• Provide prompt, courteous service to Members.
• Open consumer deposit accounts and CDs.
• Process loan applications and financial transactions.
• Refer Members to internal partners for solutions.
• Assist with branch operations and community events.

Skills

Member service

Communication

Problem solving

Cash handling

Sales referrals

Education

High School Diploma or GED

Tools

Lobby management software

Job description

UFCU is seeking a Personal Banker in Houston to deliver exceptional Member service by accurately processing transactions and resolving account issues of moderate complexity. You will actively identify Members’ financial needs and offer appropriate solutions while supporting branch operations and community events.

As part of UFCU’s commitment to empowering Members, you will collaborate with internal partners and participate in SEG events, ensuring a smooth onboarding experience and adherence to