Campus Personal Financial Representative - Texas State

Job Summary

As a Campus Personal Financial Representative, you will engage with our members and prospective members in a satellite campus branch environment to identify needs and educate them on products and services that will improve their financial well-being and quality of life.

Eager to build strong, long-term meaningful relationships, our Campus PFRs have a passion for exceptional Member service.

Campus PFRs 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.

Additionally, this role will require frequent activities and tasks involving, but not limited to, setting up / taking down tables, loading / unloading supplies, and working outside of normal banking hours.

About UFCU

Our credit union was chartered in 1936 and has grown to serve over 384,816 members. At UFCU, we are more than just a financial institution, and our people are more than just employees.

We are dedicated to serving our Members, empowering their financial success, and building financially healthy communities.

Our aspiration is to be loved by millions of members and built to thrive for generations . Our employees are not only part of our team but also Members themselves.

They are innovative, agile, and Member-obsessed leaders who strive to be the best and always do the right thing. We offer a competitive compensation and benefits package to support our employees and their loved ones, reflecting the fact that our people are at the center of everything we do.

UFCU fosters a collaborative, diverse, and inclusive environment that fosters innovation, performance excellence, and career growth.

If you’re looking for a challenging, purpose-driven career that makes a difference in our communities, UFCU is the place for U.

Join us and work with purpose.

Essential Functions of the Job

Member Relationships :

• Communicate UFCU’s Purpose, Values, and Aspirations.
• Open Checking, Savings, and other deposit accounts such as Certificate of Deposits.
• Educate members on Credit Reviews and Needs Assessments.
• Accept and input consumer and business loans.

Business Development :

• Host tables at and attend community events.
• Conduct presentations.
• Identifying and pursuing campus opportunities.
• Make external business partner referrals.

Account 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 solving and facilitate connecting members with internal business partners.

Conduct 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 letters.

Compliance :

• Performs other duties as assigned.
• Adhere to all company policies, procedures, and business ethics codes.
• Complete required regulatory training as assigned.
• Maintain strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.

Knowledge, Skills and 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 verification.

Core Competencies

• Demonstrating Member Obsession
• Demonstrating Performance Excellence
• Demonstrating Innovation

Experience

Minimum Qualifications :

• High School Diploma or GED
• Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment.
• Minimum of two (2) years of customer service experience
• Minimum of one (1) year working in a team environment
• Advanced knowledge of current local, state, and federal regulations
• Must be a current student at this University
• Must be bondable

Preferred Qualifications :

• Bachelor’s Degree (in progress)
• English / Spanish bilingual
• Credit Union experience
• Series 6, 63, and / or Texas Life and Health Insurance licenses
• Registered NMLS
• Consumer Lending Experience
• General knowledge of applicable financial industry regulations
• Military experience

Work Environment

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• This position may involve periodic stressful conditions.
• May occasionally require an adjusted work schedule, overtime, and evening / weekend hours.

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