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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 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. Additionally, this role will require frequent traveling and tasks involving, but not limited to, setting up/taking down tables, loading/unloading supplies, and working outside of normal banking hours.
About UFCU
As Austin’s largest locally owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our members. Our mission at UFCU is simple: to provide for the well-being of our members. We’re proud to focus on people — not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals.
Consistently receiving awards as the Best Credit Union and Best Mortgage Lender, UFCU is proud of its people-first culture. We value our employees as much as our members. We offer an environment where people care about each other – like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives – then we’re glad you’re here.
Essential Functions of the Job
Member Relationships:
Business Development:
Mobile Operations:
Account Services:
Conduct Transactions:
Compliance:
Knowledge, Skills and Abilities
Experience
Required Qualifications:
Preferred Qualifications:
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.
INDUFCU
Full Time
05/13/2024
07/11/2024