Personal Financial Representative - Mueller
About The JobAs 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 UFCUAs Austin’s largest locally-owned financial institution, 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. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.Essential Functions Of The JobMember Relationships Open savings, checking and deposit accounts as well as Certificate of DepositsEducate members on Credit Reviews and Needs AssessmentsAccept and input consumer and business loansCommunicate UFCU’s Mission, Vision, and ValuesAccount Services Refer fraud claims to expertsProvide online and mobile supportIncrease Automated Teller Machine limitsRelease check holdsProvide notary servicesConduct Signature GuaranteesComplete wire transfersValidate vehicle valuesManage account restrictions and pop-up concerns, and add travel notes on member accountsPartner with Collections for members who are past dueProblem solve and facilitate connecting members with internal business partnersConduct TransactionsProcess service requests and financial transactionsProcess stop payments via check, ACH and/or Cashier’s ChecksProcess ATM and Point-of-Service transaction disputesSet-up and grant access to safe deposit boxPrint documents, including Debit/ATM cards, vehicle buyer’s checks, temporary checks, Statements, and direct deposit lettersCompliance Performs other duties as assigned. Adhere to all company policies, procedures and business ethics codes.Complete required regulatory training as assigned. Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.Business DevelopmentMake external business partner referralsHost tables at and attend community eventsKnowledge, Skills And AbilitiesAbility to effectively build relationships, establish rapport, and diplomatically communicate informationEffective active listening skillsExcellent verbal, interpersonal, and written communication skillsAbility to be adaptable and work in a fast-paced environmentAbility to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issuesStrong attention to detailStrong organizational and time management skillsAbility to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a “what can I do to help?” attitudeHigh proficiency in Microsoft OfficeAbility to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verificationCompetenciesDemonstrating Member ObsessionDemonstrating InnovationDemonstrating Performance ExcellenceRequired QualificationsHigh School Diploma or GEDEnglish/Spanish bilingualMinimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environmentMinimum of two (2) years of customer service experienceMinimum of one (1) year working in a team environmentAdvanced knowledge of current local, state, and federal regulationsPreferred QualificationsBachelor’s DegreeCredit Union experienceSeries 6, 63, and/or Texas Life and Health Insurance licensesRegistered NMLSInvestment licenseConsumer lending experienceGeneral knowledge of applicable financial industry regulationsMilitary experienceHoursMonday through Friday from 9am to 6pm, and on Saturday from 9am to 2pm.About This Career OpportunityWe’re always looking for great talent. If you’re looking for a career with a socially conscious, service-oriented organization and want to have fun while you’re at it, join our UFCU team!INDUFCU