University Federal Credit Union

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Personal Financial Representative- South Mopac

at University Federal Credit Union

Posted: 10/16/2019
Job Status: Full Time
Job Reference #: 8a0239fd-c8d7-40a0-b485-96173c4e4d04

Job Description

 Personal Financial Representatives – South Mopac Financial Center 



University Federal Credit Union (UFCU) has amazing career opportunities in our Retail division. This is a fantastic opportunity to begin a career in the financial sector with Austin’s #1 mortgage lender.  With a focus on our community, UFCU has received a “Best of the Best” awards from the Austin American Statesman—Best Credit Union, Best Mortgage Lender, and Best Bank.  We have also been recognized for having a culture of workplace health—yes, we offer great benefits!  At UFCU, we’re proud to focus on people—not profits.  If you are a people person who is ready to start a career and be one of the best, we look forward to seeing your application!  Apply online today at (link).  Apply online today.                         

 Under direct supervision a PFR must demonstrate behaviors critical to ensuring exceptional member service by processing transactions based on member requests and build member relationships by offering products that would benefit them. A PFR must be active in branch success, including sales success, accountability, detail orientation, stress management, problem solving and good judgment, effective communication, teamwork, and initiative.


South MoPac Financial Center 

5033 US 290 W
Austin , TX 78735-6751





Relative Weight  (in %; all functions’ total should = 100%) 

Essential Function Description


Member Service:

  • Is detail oriented and accomplishes all tasks of job, checking for accuracy and has very minimal cash outages.
  • Is fully familiar with and able to successfully communicate with members about:
    • UFCU products and services.
    • Teller transactions, including checks/drafts.
    • Traveler’s checks and currency.
    • Where to go for domestic and foreign items, including stale dated checks.
    • NSF.
    • Mutilated checks and currency.
    • Collection items.
  • Balance cash drawer.



  • Consistently meets individual sales goals.
  • Understands and actively participates in the credit union’s sales program.


Systems, Tools & Processes:

  • Completes all required training and applies information, including all BVS courses, teller training, robbery training, and use of the intranet.
  • Demonstrates responsibility and accountability for performance and attitude.
  • Complies with all UFCU internal security regulations such as dual control.


Teamwork & Development:

  • Is willing to learn from others and demonstrates cooperation within the team.


  • Performs other duties as assigned.
  • Adhere to all company policies, procedures and business ethics codes.


  • Performs other duties as assigned.
  • Adhere to all company policies, procedures and business ethics codes.
  • Maintain strict adherence and compliance to all laws, rules, regulations, policies, procedures and internal controls specific to your role.



Minimum Qualifications

  • Minimum two (2) years of service experience
  • One year with demonstrated success selling products within a retail banking environment or financial services industry 
  • Advance knowledge of current local, state and federal regulations
  • Advance Microsoft Office skills
  • Excellent communication skills
  • Ability to work in a fast-paced environment and problem-solve
  • Ability to engage in problem-solving skills to help identify and resolve member issues.
  • Careful attention to detail and time management
  • Ability to work effectively as a team member
  • Ability to successfully pass pre-employment background screening, including FBI fingerprint search, credit check, education and employment verification

Preferred Qualifications

  • Series 6, 63, and/or Texas Life and Health Insurance licenses
  • Registered NMLS
  • Bilingual- Spanish preferred  
  • Consumer lending experience
  • Investment license
  • Military experience
  • College degree
  • Credit Union experience
  • General knowledge of applicable financial industry regulations