Job Summary. The Business Banking Relationship Manager (BBRM) manages business relationships in accordance with UFCU and regulatory guidelines and policies, from assessment of needs to filling needs for accounts, loans, financial education, and services. The BBRM manages business member’s complete financial needs and serves as the primary point of contact at UFCU as the member’s business grows and needs change. The Relationship Manager is communi...
Job Summary. . As a Personal Financial Representative for the Mobile Branch, you will engage with our members and prospective members in an external non-traditional branch environment 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 serv...
About the Job. As a Full Time Teller, you will serve as a primary point of contact for processing Member transactions and requests. Eager to build strong, long-term meaningful relationships, our Tellers have a passion for exceptional Member service. Tellers strive to provide an exceptional Member experience by effectively communicating with Members to understand Member needs, providing assistance to Members, identifying product and service need...
Job Summary. The Client Services Manager is responsible for the client experience through the managing, coaching and developing the Associate Investment Coordinator, Investment Coordinator and Wealth Coordinator roles at UFCU Investment Services through CUSO Financial L.P. The areas of focus as it pertains to the client experience will include the use of transactions, new accounts, client communication capture, problem resolution, use of various...
Job Summary. The Consumer Lending Member Services Specialist (CLMSS) serves as a subject matter expert for all items related to consumer loans post-funding. This role builds and maintains successful member relationships by owning the servicing process and ensuring its fulfillment for all consumer loans. The CLMSS accurately reviews and analyzes loan performance, computing complex financial calculations for loan adjustments and modifications. Thi...
About the Job. 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 ...
Job Summary. Under general direction of the Branch Manager, supervises all branch office activities, including coordinating and directing daily operations. Directs personnel activities to ensure convenient and efficient operation of staff and branch within the framework of federal and state laws, NCUA regulations and UFCU policies and procedures. Successfully resolves escalated member issues, and effectively collaborates with other UFCU departm...
About the Job. 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 ...
Job Summary. The Licensed Financial Advisor provides members, non-members, and UFCU employees with financial and retirement planning services. The Financial Advisor will provide investment advice by drawing upon a broad range of experience and knowledge, recommend appropriate financial solutions, and communicate information about risks, attributes, features, and benefits of investment products and services. . About UFCU. As Austin’s largest local...
About the Job. 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 ...
Under direct supervision a Part-Teller I 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 Part-Time Teller I must be active in branch success, including sales success, accountability, detail orientation, stress management, problem solving and good judgment, effective communication, teamwork, ...
About the Job. As a Full Time Teller, you will serve as a primary point of contact for processing Member transactions and requests. Eager to build strong, long-term meaningful relationships, our Tellers have a passion for exceptional Member service. Tellers strive to provide an exceptional Member experience by effectively communicating with Members to understand Member needs, providing assistance to Members, identifying product and service need...
