Member-First Personal Banker & Financial Guide

University Federal Credit Union; Austin (TX); On-site; USD 36,000 - 60,000; Full time

Job summary

University Federal Credit Union in Austin, TX is seeking a Personal Banker to serve as a trusted ambassador of UFCU’s values and deliver exceptional member service. You will accurately process transactions, open deposit products, review credit reports with members, and support branch operations through established activities.

You will engage in community events and external activities to identify members’ financial needs and offer suitable solutions, contributing to business development while

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.
• Open consumer deposit accounts and Certificates of Deposit.
• Process loan applications, financial transactions, and other service requests.
• Read and review credit reports with members.
• Host tables, participate in events, and attend Select Employer Group (SEG) events.
• Adhere to all company policies, procedures and regulatory training.

Skills

Member service

Communication

Regulatory compliance

System navigation

Education

HS Diploma or GED

Job description

University Federal Credit Union in Austin, TX is seeking a Personal Banker to serve as a trusted ambassador of UFCU’s values and deliver exceptional member service. You will accurately process transactions, open deposit products, review credit reports with members, and support branch operations through established activities.

You will engage in community events and external activities to identify members’ financial needs and offer suitable solutions, contributing to business development while