Part Time Satellite Campus Ambassador - Texas State LBJ

About the role

As a Part Time 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. You will build strong, long-term meaningful relationships and provide a caring, exceptional member experience by effectively communicating to understand member needs, identifying product and service needs, and resolving member requests and issues.

This role requires frequent activities such as 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—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 empathy to deeply understand our members’ needs and act in their best interests.
• Possibilities Reimagined: We courageously experiment, learn, and iterate to create positive impact for our members, UFCU, and coworkers.
• Performance Excellence Rooted in Unwavering Integrity: We do the right thing, champion teamwork, accountability, and celebrate successful outcomes of others.

Responsibilities

Member Relationships

• Communicate UFCU’s Purpose, Values, and Aspirations.
• Open Checking, Savings, and other deposit accounts such as Certificates of Deposit.
• 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.
• Identify and pursue 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, pop-up concerns, and add travel notes on member accounts.
• Partner with Collections for members who are past due.
• Problem-solve and facilitate connections between members and 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 boxes.
• Print documents, including Debit/ATM cards, vehicle buyer’s checks, temporary checks, statements, and direct deposit letters.

Compliance

• Perform 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 regulations.

Requirements

• 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.

Skills

• 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 judgment and effective problem-solving skills.
• 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.

Work Environment

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