Member-Obsessed Financial Consultant

UFCU; Austin (TX); On-site; USD 42,000 - 55,000; Full time

Job summary

UFCU in Austin, TX seeks a Personal Banker to serve as a trusted ambassador of our values, delivering Member service by processing transactions, answering questions, and resolving account issues of moderate complexity. You will identify Members’ financial needs and recommend solutions to help them achieve their goals.

Join a team focused on community involvement and branch support, providing notary and safe deposit services, and collaborating with internal partners to solve problems while

Qualifications

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

Responsibilities

• Provide prompt, courteous service to Members.
• Open consumer deposit accounts and CDs.
• Read and review credit reports with Members.
• Process loan applications, financial transactions, and other service requests.
• Assist with fraud disputes and notary services.
• Host tables, participate in events, and attend SEG events.
• Adhere to company policies, procedures and regulatory trainings.
• Maintain compliance with BSA/AML, USA Patriot Act, OFAC and Fair Lending regulations.

Skills

Member service

UFCU Way

Compliance knowledge

Credit union products

System navigation

Credit reports analysis

Mortgage knowledge

Lobby software

Resource identification

ADAPT model

Education

High school diploma

Job description

UFCU in Austin, TX seeks a Personal Banker to serve as a trusted ambassador of our values, delivering Member service by processing transactions, answering questions, and resolving account issues of moderate complexity. You will identify Members’ financial needs and recommend solutions to help them achieve their goals.

Join a team focused on community involvement and branch support, providing notary and safe deposit services, and collaborating with internal partners to solve problems while