Member-Obsessed Personal Banker

UFCU Financial Services, LLC; Pflugerville (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

UFCU in Pflugerville, TX is seeking a Personal Banker to provide exceptional Member service by processing transactions, answering questions, and resolving issues of moderate complexity. This role emphasizes a consultative approach to identify Members’ financial needs and to support their goals.

You will open accounts, review credit reports with Members, process loans and other service requests, and participate in community events while upholding UFCU’s values and regulatory requirements.

Qualifications

• High School Diploma or GED
• Minimum 6 months of customer service experience in a team environment
• Experience in a financial institution is a plus

Responsibilities

• Provide prompt, courteous service to Members per UFCU values
• Open consumer deposit accounts and Certificates of Deposit
• Read and review credit reports with members
• Process loan applications, financial transactions, and other service requests
• Adhere to all policies, procedures and regulatory training

Skills

Customer service

Financial transactions

Notary & safe deposit

Regulatory compliance

Community engagement

Education

High School Diploma or GED

Job description

UFCU in Pflugerville, TX is seeking a Personal Banker to provide exceptional Member service by processing transactions, answering questions, and resolving issues of moderate complexity. This role emphasizes a consultative approach to identify Members’ financial needs and to support their goals.

You will open accounts, review credit reports with Members, process loans and other service requests, and participate in community events while upholding UFCU’s values and regulatory requirements.