Satellite Campus Ambassador - Texas State LBJ

UFCU; San Marcos (TX); Sur place; USD 21 000 - 28 000; Temps partiel

Résumé du poste

UFCU is seeking a Part Time Satellite Campus Ambassador in San Marcos, Texas. You will engage with members on campus, educate them about UFCU products, and build strong relationships to improve financial well-being. You will set up tables, conduct presentations, and assist with banking services during extended hours as needed.

The role emphasizes exceptional member service, strong communication, and teamwork, with a focus on identifying needs and providing solutions within a campus environment.

Qualifications

• Minimum of one year selling products within financial services or retail banking.
• Minimum of two years of customer service experience.
• Must be a current student at this University.
• Must be bondable.
• English/Spanish bilingual preferred.

Responsabilités

• Engage with members to educate them on UFCU products and services.
• Set up/take down tables and participate in campus events.
• Identify member needs and provide solutions, resolving requests.
• Refer fraud claims to experts and provide online/mobile support.
• Assist with account services and basic transactions as needed.
• Adhere to policies, complete regulatory training, and represent UFCU professionally.

Connaissances

Relationship building

Active listening

Verbal communication

Written communication

Time management

Teamwork

Microsoft Office

Formation

High School Diploma or GED

Currently enrolled student (university)

Outils

Microsoft Office

Description du poste

Job Summary

As a Part Time Satellite Campus Ambassador, you will engage with our members and prospective members in a satellite campus branch environment to identify needs and educate them on products and services that will improve their financial well-being and quality of life. Eager to build strong, long-term meaningful relationships, our Part Time Satellite Campus Ambassadors have a passion for exceptional Member service. Part Time Satellite Campus Ambassadors strive to provide a caring and exceptional Member experience by effectively communicating with Members to understand Member needs, identifying product and service needs, identifying solutions, and resolving Member requests and issues. Additionally, this role will require frequent activities and tasks involving, but not limited to, setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours.

About UFCU

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.

In Pursuit Of Our Aspiration That UFCU Is Loved By Millions Of Members And Built To Thrive For Generations, We Are Guided By Our Values

Purposefully Member-Obsessed

We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success.

Possibilities Reimagined

We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity

We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Member Relationships

Essential Functions of the Job

• Communicate UFCU’s Purpose, Values, and Aspirations.
• Open Checking, Savings, and other deposit accounts such as Certificate of Deposits.
• Educate members on Credit Reviews and Needs Assessments.
• Accept and input consumer and business loans.

Business Development

• Host tables at and attend community events.
• Conduct presentations.
• Identifying and pursuing campus opportunities.
• Make external business partner referrals.

Account Services

• Refer fraud claims to experts.
• Provide online and mobile support.
• Increase Automated Teller Machine limits.
• Release check holds.
• Provide notary services.
• Conduct Signature Guarantees.
• Complete wire transfers.
• Validate vehicle values.
• Manage account restrictions and pop-up concerns and add travel notes on member accounts.
• Partner with Collections for members who are past due.
• Problem solving and facilitate connecting members with internal business partners.

Conduct Transactions

• Process service requests and financial transactions.
• Process stop payments via check, ACH and/or Cashier’s Checks.
• Process ATM and Point-of-Service transaction disputes.
• Set-up and grant access to safe deposit box.

Print documents, including Debit/ATM cards, vehicle buyer’s checks, temporary checks, Statements, and direct deposit letters.

Compliance

• Performs other duties as assigned.
• Adhere to all company policies, procedures, and business ethics codes.
• Complete required regulatory training as assigned.
• Maintain strict adherence to and 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 regulation.

Knowledge, Skills And Abilities

• Ability to effectively build relationships, establish rapport, and diplomatically communicate information.
• Effective active listening skills.
• Excellent verbal, interpersonal, and written communication skills.
• Ability to be adaptable and work in a fast-paced environment.
• Ability to demonstrate good judgement and effective problem-solving skills to help identify and resolve Member issues.
• Strong attention to detail.
• Strong organizational and time management skills. Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude.
• High proficiency in Microsoft Office.
• Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification.

Core Competencies

• Demonstrating Member Obsession
• Demonstrating Performance Excellence
• Demonstrating Innovation

Experience

Minimum Qualifications:

• High School Diploma or GED
• Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment.
• Minimum of two (2) years of customer service experience
• Minimum of one (1) year working in a team environment
• Advanced knowledge of current local, state, and federal regulations
• Must be a current student at this University
• Must be bondable

Preferred Qualifications

• Bachelor’s Degree (in progress)
• English/Spanish bilingual
• Credit Union experience
• Series 6, 63, and/or Texas Life and Health Insurance licenses
• Registered NMLS
• Consumer Lending Experience
• General knowledge of applicable financial industry regulations
• Military experience

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours.