Satellite Campus Ambassador - Texas State LBJ

UFCU Main•San Marcos, TX

11d•Onsite

About The Position

As a Part Time Satellite Campus Ambassador at Texas State LBJ, you will engage with current and prospective members in a satellite campus branch environment. You will identify members’ needs and educate them about products and services that can improve their financial well-being and quality of life. The role emphasizes building strong, lasting relationships and delivering caring, exceptional member service through effective communication, identifying solutions, and resolving requests and issues. The position includes member relationship, business development, account service, transaction processing, and compliance responsibilities. It also involves frequent setup and breakdown of tables, loading and unloading supplies, and work outside normal banking hours. UFCU is a credit union founded in 1936 whose stated purpose is to empower members to achieve financial success and build brighter futures.

Requirements

High school diploma or GED.
At least one year of demonstrated success selling products in financial services or retail banking.
At least two years of customer service experience.
At least one year of experience working in a team environment.
Advanced knowledge of current local, state, and federal regulations.
Must be a current student at the university.
Must be bondable.
Ability to build relationships, establish rapport, and communicate information diplomatically.
Active listening skills and excellent verbal, interpersonal, and written communication skills.
Ability to adapt and work in a fast-paced environment.
Good judgment and problem-solving skills to identify and resolve member issues.
Strong attention to detail, organizational skills, and time management skills.
Teamwork skills, including treating others with respect and courtesy and demonstrating a willingness to help.
High proficiency in Microsoft Office.
Ability to pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification.

Nice To Haves

Bachelor’s degree in progress.
English/Spanish bilingual ability.
Credit union experience.
Series 6, Series 63, and/or Texas Life and Health Insurance licenses.
Registered NMLS status.
Consumer lending experience.
General knowledge of applicable financial industry regulations.
Military experience.

Responsibilities

Communicate UFCU’s purpose, values, and aspirations to members.
Open checking, savings, certificate of deposit, and other deposit accounts.
Educate members on credit reviews and needs assessments.
Accept and input consumer and business loan applications.
Host tables at and attend community events, conduct presentations, and identify and pursue campus opportunities.
Make referrals to external business partners.
Refer fraud claims to experts and provide online and mobile support.
Increase ATM limits, release check holds, provide notary services, conduct signature guarantees and wire transfers, and validate vehicle values.
Manage account restrictions and pop-up concerns, add travel notes to member accounts, and partner with Collections on past-due members.
Solve problems and connect members with internal business partners.
Process member service requests and financial transactions, including stop payments and ATM or point-of-service transaction disputes.
Set up and grant access to safe deposit boxes.
Print documents, including debit/ATM cards, vehicle buyer’s checks, temporary checks, statements, and direct deposit letters.
Adhere to company policies, procedures, business ethics codes, applicable laws and regulations, and internal controls; complete required regulatory training.
Set up and take down tables and load and unload supplies.