Member-Centric Personal Banker

UFCU; Pflugerville (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

UFCU is seeking a Personal Banker who serves as a trusted ambassador for our values, delivering exceptional service by handling transactions and resolving account issues of moderate complexity. You will proactively identify members’ financial needs and support goals through consultative conversations and community engagement.

You’ll open deposits and loans, review credit reports with members, and participate in SEG events while upholding regulatory and policy standards across branches.

Qualifications

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

Responsibilities

• Provide prompt, courteous, and accurate service to Members in accordance with UFCU’s values.
• Respond 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.
• Assess and anticipate member needs, and refer members to appropriate business partners.
• Provide notary and safe deposit box services.
• Assist with fraud disputes.
• Complete opening and closing procedures.
• Host tables, participate in events, and attend Select Employer Group (SEG) events.
• Connect members with internal business partners to help problem solve.
• Adhere to all company policies, procedures and business ethics codes; Provide smooth onboarding experiences and digital tool adoption.
• Complete required regulatory Training as assigned.
• Maintain strict adherence to and in compliance with all laws, rules, regulations and internal controls specific to your role.

Skills

Total Member Experience

Exceptional Member service

Communicate UFCU Way

Compliance knowledge

CU products

Multiple systems

Explain credit reports

Mortgage basics

Lobby software

Member success research

Education

High School Diploma or GED

Job description

UFCU is seeking a Personal Banker who serves as a trusted ambassador for our values, delivering exceptional service by handling transactions and resolving account issues of moderate complexity. You will proactively identify members’ financial needs and support goals through consultative conversations and community engagement.

You’ll open deposits and loans, review credit reports with members, and participate in SEG events while upholding regulatory and policy standards across branches.