Personal Financial Representative 2- Galveston
Company: UFCU
Location: Galveston
Posted on: January 12, 2021
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Job Description:
Job SummaryAs 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.UFCU Mortgage Services has ranked as the ABJ #1
Mortgage Lender for 5 years, with over 20 Loan Officers on the Top
Loan Officer list. We have closed over $1 billion dollars in loans
for the second year in a row and have helped over 4600 members this
year achieve the dream of homeownership or financial security.
Though we are proud of our standing as the Top Credit Union and Top
Mortgage Company, we are more proud of our 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 FunctionsMember Relationships:* Open savings,
checking and deposit accounts as well as Certificate of Deposits*
Educate members on Credit Reviews and Needs Assessments* Accept and
input consumer and business loans* Communicate UFCU's Mission,
Vision, and ValuesMember Experience:* Serve as the Lobby Lead*
Maintain branch appearance* Follow-up on member issuesAccount
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 solve and facilitate connecting members with internal
business partnersConduct 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
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.* Coach others employees (Product and
Service)* Onboard peersBusiness Development:* Make external
business partner referrals* Host tables at and attend community
eventsKnowledge/Skills/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
verificationExperienceMinimum Requirements (Must have)* 12 months
or more of experience in customer service and working in a team
environment* 12 months or more of consultative sales experience*
Financial institution experience* Lending experience* High School
Diploma or GED* Advanced knowledge of current local, state, and
federal regulationsPreferred Requirements (Nice to have)*
English/Spanish bilingual* Experience working in fast-paced,
high-volume environment* Bachelor's Degree* Credit Union
experience* Series 6, 63, and/or Texas Life and Health Insurance
licenses* Investment licenseThings You Need to Know Before You
ApplyHoursMonday through Friday from 10am to 7pm, 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
Keywords: UFCU, Galveston , Personal Financial Representative 2- Galveston, Other , Galveston, Texas
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