Personal Banker - Kelly Lane (English/Spanish Bilingual)
On-sitePflugerville, Texas, United States
EXPIREDPflugerville, Texas, United StatesOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Process transactions, answer member questions, and resolve account issues of moderate complexity by accurately serving as a trusted ambassador. Open consumer deposit accounts and certificates of deposit, read and review credit reports, and process loan applications and financial transactions. Assess member needs, refer them to appropriate business partners, and provide notary and safe deposit box services. Assist with fraud disputes, host tables, and participate in community events while maintaining strict adherence to compliance regulations.
Required Qualifications
- High School Diploma or GED
- Minimum 6 months of experience in customer service and working in a team environment
- Consultative sales experience
- Ability and desire to gain knowledge and skills in all personal banking areas including but not limited to Total Member Experience (TME), performing the ADAPT model, UFCU products and services
- Exceptional Member service provider
- Strong understanding and ability to communicate the UFCU Way
- Strong ability to understand and adhere to financial institution compliance requirements
- Extensive understanding of Credit Union products and services
- Ability to navigate multiple systems efficiently
- Ability to read, analyze and explain credit reports
- Basic knowledge of mortgage process
- Ability to manage lobby management software
- Ability to research and identify resources leading to Member success stories
- Minimum 6 months of experience in customer service and working in a team environment
- Consultative sales experience
Desired Qualifications
- Bilingual English/second language
- Financial institution experience
- Lending experience
- Experience working in fast-paced, high-volume environment
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