Member-Obsessed Personal Banker

UFCU Main; Austin (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

UFCU is seeking a Personal Banker to serve as a trusted ambassador of our values and deliver exceptional Member service. You will accurately process transactions, answer questions, resolve issues of moderate complexity, and consult with Members to identify financial needs and appropriate solutions.

In this role, you will support branch operations, participate in community events, and help Members achieve their financial goals through a consultative interview process and collaboration with

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.
• 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 SEG events.
• Connect members with internal business partners to help problem solve.

Skills

Customer service

Consultative sales

Team environment

Bilingual

Education

High School Diploma/GED

Tools

Lobby management software

Job description

UFCU is seeking a Personal Banker to serve as a trusted ambassador of our values and deliver exceptional Member service. You will accurately process transactions, answer questions, resolve issues of moderate complexity, and consult with Members to identify financial needs and appropriate solutions.

In this role, you will support branch operations, participate in community events, and help Members achieve their financial goals through a consultative interview process and collaboration with