Member Banking Specialist: Personal Finance & Service

UFCU; Austin (TX); Presencial; USD 38.000 - 50.000; Tempo integral

Resumo da vaga

UFCU in Austin, TX seeks a Personal Banker to serve as a trusted ambassador of our core values. You will process transactions, answer questions, and resolve moderate account issues while proactively identifying Members’ financial needs and offering suitable solutions.

You will support business development by engaging in community events and assisting branch operations through established activities and processes.

Qualificações

• High School Diploma or GED required.
• Minimum 6 months of experience in customer service and working in a team environment.
• Consultative sales experience preferred.

Responsabilidades

• Provide prompt, courteous, and accurate service to Members.
• Respond to and resolve member needs and service requests.
• Open consumer deposit accounts and Certificates of Deposit.
• Read and review credit reports with members.
• Process loan applications, financial transactions, and other service requests.
• Refer members to appropriate business partners for solutions.
• Provide notary and safe deposit box services.
• Assist with fraud disputes.
• Complete opening and closing procedures.
• Host tables, participate in events, and attend SEG events.
• Contribute to problem solving by connecting members with internal partners.
• Follow all policies, procedures, and regulatory training.

Conhecimentos

Member service

Consultative sales

Bilingual

Compliance knowledge

Credit reports

Mortgage process

Lobby management software

Credit union products

Navigate systems

Research resources

Formação

High School Diploma or GED

Descrição da vaga

UFCU in Austin, TX seeks a Personal Banker to serve as a trusted ambassador of our core values. You will process transactions, answer questions, and resolve moderate account issues while proactively identifying Members’ financial needs and offering suitable solutions.

You will support business development by engaging in community events and assisting branch operations through established activities and processes.