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 

 

JOB SUMMARY

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.

JOB LOCATION:

South MoPac Financial Center 

5033 US 290 W
Austin , TX 78735-6751

 

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

 

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

Essential Function Description

25%

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.

25%

Sales:

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

20%

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.

20%

Teamwork & Development:

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

10%

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

N/A

  • 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

 

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