Member Experience Banker

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

Job summary

UFCU Main is seeking a Personal Banker to serve as a trusted ambassador, delivering exceptional Member service by processing transactions, answering questions, and resolving account issues of moderate complexity.

The role involves consultative interviewing, identifying Members’ financial needs, and supporting them in achieving goals, while engaging in community activities and supporting branch operations.

Qualifications

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

Responsibilities

• Provide prompt, courteous, and accurate service to Members per UFCU values.
• Open consumer deposit accounts and CDs.
• Process loan applications, financial transactions, and service requests.
• Read and review credit reports with members.
• Refer members to appropriate business partners for solutions.
• Assist with fraud disputes and notary services.
• Host events and engage with SEG events when applicable.
• Ensure compliance with laws, policies, and internal controls.

Skills

Customer service

Cash handling

Credit reports review

Compliance awareness

Product knowledge

Multitasking

Communication

Problem solving

Education

High School Diploma or GED

Tools

Lobby management software

Job description

UFCU Main is seeking a Personal Banker to serve as a trusted ambassador, delivering exceptional Member service by processing transactions, answering questions, and resolving account issues of moderate complexity.

The role involves consultative interviewing, identifying Members’ financial needs, and supporting them in achieving goals, while engaging in community activities and supporting branch operations.