Member-Obsessed Personal Banker | Financial Solutions

UFCU; Georgetown (TX); On-site; USD 38,000 - 56,000; Full time

Job summary

UFCU is seeking a Personal Banker to deliver high‑quality member service and accurately handle transactions. You will identify member needs, recommend suitable solutions, and help them set financial goals.

You will also participate in community events and assist branch operations, contributing to UFCU’s promise of exceptional service and integrity. The role requires knowledge of credit reports, loans, and basic mortgage concepts, with a team‑oriented mindset.

Qualifications

• Minimum 6 months of customer service experience in a team environment.
• Consultative sales experience preferred.
• Ability to understand and explain basic banking products and services.

Responsibilities

• Provide prompt, courteous service and resolve member needs.
• Open consumer deposit accounts and CDs; process transactions.
• Review credit reports with members and discuss options.
• Process loan applications and financial transactions.
• Refer members to appropriate business partners as needed.
• Support events and engage in community activities.

Skills

Member service

Communication

UFCU Way

Compliance knowledge

Credit union products

Systems navigation

Credit reports

Mortgage basics

Lobby management software

Resourceful research

Education

High School Diploma or GED

Tools

Lobby management software

Credit reporting tools

Job description

UFCU is seeking a Personal Banker to deliver high‑quality member service and accurately handle transactions. You will identify member needs, recommend suitable solutions, and help them set financial goals.

You will also participate in community events and assist branch operations, contributing to UFCU’s promise of exceptional service and integrity. The role requires knowledge of credit reports, loans, and basic mortgage concepts, with a team‑oriented mindset.