Member-First Personal Banker

UFCU; Round Rock (TX); On-site; USD 36,000 - 54,000; Full time

Job summary

UFCU Personal Banker position in Round Rock, TX delivers trusted service by processing transactions, answering questions, and resolving account issues of moderate complexity. You will proactively identify Members’ financial needs and support their goals with consultative solutions.

You will also contribute to business development by engaging in external events and community activities, while supporting branch operations through established processes.

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 service to Members per UFCU values.
• 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.
• 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.
• Complete required regulatory Training as assigned.
• Maintain compliance with laws and internal controls including Bank Secrecy Act and AML.

Skills

Member service

UFCU Way

ADAPT model

Compliance knowledge

Credit reports reading

Financial products knowledge

Education

High School Diploma or GED

Job description

UFCU Personal Banker position in Round Rock, TX delivers trusted service by processing transactions, answering questions, and resolving account issues of moderate complexity. You will proactively identify Members’ financial needs and support their goals with consultative solutions.

You will also contribute to business development by engaging in external events and community activities, while supporting branch operations through established processes.