Member-Obsessed Personal Banker

University Federal Credit Union; Austin (TX); On-site; USD 38,000 - 48,000; Full time

Job summary

University Federal Credit Union is seeking a Personal Banker who delivers exceptional member service by processing transactions accurately and resolving account issues of moderate complexity.

You will proactively identify members’ financial needs, recommend solutions, and support their financial goals while engaging in community events and supporting branch operations. This role emphasizes service excellence and collaboration across partners.

Qualifications

• High School Diploma or GED required.
• Minimum 6 months of experience in customer service and working in a team environment.
• Lending experience preferred.
• Experience working in fast-paced, high-volume environment preferred.

Responsibilities

• Provide prompt, courteous, and accurate service to Members in accordance with UFCU’s 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.
• Assess and anticipate member needs, and 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 Provide smooth onboarding experiences and digital tool adoption.
• Complete required regulatory Training as assigned.
• Maintain strict adherence to and in compliance with all laws, rules, regulations and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.

Skills

Member service

Communication

Attention to detail

Problem solving

Team player

Financial products knowledge

Adaptability

Time management

Lifelong learning

Education

High School Diploma or GED

Tools

Lobby management software

Job description

University Federal Credit Union is seeking a Personal Banker who delivers exceptional member service by processing transactions accurately and resolving account issues of moderate complexity.

You will proactively identify members’ financial needs, recommend solutions, and support their financial goals while engaging in community events and supporting branch operations. This role emphasizes service excellence and collaboration across partners.