Personal Financial Representative - Mueller

About the role

As a Personal Financial Representative, you will engage with our Members and prospective Members to identify needs and educate them on products and services that will improve their financial wellbeing and quality of life. Eager to build strong, long-term meaningful relationships, our Personal Financial Representatives have a passion for exceptional Member service.

Personal Financial Representatives 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.

About UFCU

University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.

Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other – like family.

Responsibilities

The essential functions of the job include:

• Opening savings, checking and deposit accounts as well as Certificate of Deposits
• Educating members on Credit Reviews and Needs Assessments
• Accepting and inputting consumer and business loans
• Communicating UFCU’s Mission, Vision, and Values
• Providing online and mobile support
• Releasing check holds
• Providing notary services
• Conducting Signature Guarantees
• Completing wire transfers
• Validating vehicle values
• Managing account restrictions and pop-up concerns, and adding travel notes on member accounts
• Partnering with Collections for members who are past due
• Problem solving and facilitating connecting members with internal business partners
• Processing service requests and financial transactions
• Processing stop payments via check, ACH and/or Cashier’s Checks
• Processing ATM and Point-of-Service transaction disputes
• Setting-up and granting access to safe deposit box
• Printing documents, including Debit/ATM cards, vehicle buyer’s checks, temporary checks, Statements, and direct deposit letters

Requirements

The following are required:

• High School Diploma or GED
• English/Spanish bilingual
• 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

Preferred Qualifications

The following are preferred:

• Bachelor’s Degree
• Credit Union experience
• Series 6, 63, and/or Texas Life and Health Insurance licenses
• Registered NMLS
• Investment license
• Consumer lending experience
• General knowledge of applicable financial industry regulations
• Military experience

Skills

The following skills are required:

• 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

Schedule

Hours are Monday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm.