Member Experience Banker

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

Job summary

UFCU in Pflugerville, TX is looking for a Personal Banker to deliver trusted member service, process transactions, and open deposits and CDs with accuracy. You will read and review credit reports with Members and assist with loan applications and related financial services.

You will identify Members' financial needs, propose appropriate solutions, support branch operations, and participate in community events while upholding UFCU values and compliance.

Qualifications

• High School Diploma or GED required.
• Minimum 6 months of customer service experience.
• Consultative sales experience preferred.

Responsibilities

• Provide prompt, courteous service to Members per UFCU 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.
• Host tables, participate in events, and attend SEG events.

Skills

Member service

UFCU compliance

Credit reports

Financial products

Multi-system access

Mortgage knowledge

Lobby management

Resource research

Total Member Experience

ADAPT model

Job description

UFCU in Pflugerville, TX is looking for a Personal Banker to deliver trusted member service, process transactions, and open deposits and CDs with accuracy. You will read and review credit reports with Members and assist with loan applications and related financial services.

You will identify Members' financial needs, propose appropriate solutions, support branch operations, and participate in community events while upholding UFCU values and compliance.