Area Personal Financial Representative

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.

Founded in 1936, UFCU has grown to serve Members across Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures .

We are driven by a profound sense of empathy to deeply understand our Members' needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members' best interests, forever seeking to empower their financial success.

- Open savings, checking and deposit accounts as well as Certificate of Deposits

- Manage account restrictions and pop-up concerns, and add travel notes on member accounts

- Problem solve and facilitate connecting members with internal business partners

- Process stop payments via check, ACH and/or Cashier's Checks

- Print documents, including Debit/ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters

- Adhere to all company policies, procedures and business ethics codes.

- 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.

- Ability to effectively build relationships, establish rapport, and diplomatically communicate information

- 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

- Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude

- Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification

- Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment

- Advanced knowledge of current local, state, and federal regulations

- Series 6, 63, and/or Texas Life and Health Insurance licenses

- General knowledge of applicable financial industry regulations

Monday through Friday from 8:30am to 5:30pm, and on Saturday from 9am to 2pm.

We'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!