Personal Financial Representative (English / Spanish Bilingual) - South Region

Personal Financial Representative (English / Spanish Bilingual) - South Region

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 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.

About UFCU : 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. In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values :

Purposefully Member-Obsessed : 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.

Possibilities Reimagined : We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights.

Performance Excellence Rooted in Unwavering Integrity : We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.

Essential Functions of the Job :

Member Relationships :

• Open savings, checking and deposit accounts as well as Certificate of Deposits
• Educate members on Credit Reviews and Needs Assessments
• Accept and input consumer and business loans
• Communicate UFCU's Mission, Vision, and Values

Account Services :

Conduct Transactions :

Compliance :

Business Development :

Knowledge, Skills and Abilities :

Core Competencies :

Required Qualifications :

Preferred Qualifications :

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

About This Career Opportunity : 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!

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.