Personal Banker - Southpark Meadows (English/Spanish Bilingual)

About the role

As a Personal Banker at UFCU, you serve as a trusted ambassador of the organization’s core values. You deliver exceptional Member service by accurately processing transactions, answering questions, and resolving account-related issues of moderate complexity. Through an interactive, consultative interview process, you proactively identify Members’ financial needs, recommend appropriate solutions, and support Members in achieving their financial goals. You contribute to business development efforts by engaging in external events and community activities, and support branch operations through a variety of established activities and processes.

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.

Physical demands: Frequent sitting; use of hands to finger, handle or feel; use of hands and arms to reach; extensive use of the computer, requiring close vision, distance vision, peripheral vision, and the ability to adjust focus.

Work environment: May involve periodic stressful conditions; direct exposure to possible robbery; occasional adjusted work schedule, overtime, and evening/weekend hours; occasional movement between work locations/branches; public contact position requiring appropriate professional appearance; frequent computer use at a workstation up to two hours at a time; noise level usually moderate.

Responsibilities

• Provide prompt, courteous, and accurate service to Members in accordance with UFCU’s values.
• Respond and resolve member needs and service requests
• Open consumer deposit accounts and Certificates of Deposit
• Read and review credit reports with members
• Process loan applications, financial transactions, and other service requests
• Assess and anticipate member needs, and refer members to appropriate business partners
• Provide notary and safe deposit box services
• Assist with fraud disputes
• Complete opening and closing procedures
• Host tables, participate in events, and attend Select Employer Group (SEG) events
• Connect members