Satellite Campus Ambassador - Texas State LBJ

UFCU•San Marcos, TX

12d•Onsite

About The Position

As a part-time Satellite Campus Ambassador, 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 focuses on building strong, long-term relationships and delivering exceptional member service through effective communication, identifying needs and solutions, and resolving requests and issues. The position also involves frequent setup and takedown of tables, loading and unloading supplies, and activities outside normal banking hours. UFCU is a credit union founded in 1936 that serves members throughout Texas and beyond. Its stated purpose is to empower members to achieve financial success and build brighter futures. UFCU describes its guiding values as being purposefully member-obsessed, reimagining possibilities, and pursuing performance excellence rooted in unwavering integrity. The position supports member relationships, business development, account services, transactions, and regulatory compliance. It requires current student status at the university, experience in financial-services or retail banking sales and customer service, and the ability to meet the listed education, regulatory knowledge, and bondability requirements.

Requirements

High school diploma or GED.
At least one year of demonstrated success selling products in the financial services industry or a retail banking environment.
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.
Effective active listening skills.
Excellent verbal, interpersonal, and written communication skills.
Ability to adapt and work in a fast-paced environment.
Good judgment and effective problem-solving skills to help identify and resolve member issues.
Strong attention to detail.
Strong organizational and time-management skills.
Ability to work effectively as a team member, treating others with respect and courtesy and displaying a helpful attitude.
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.
Open checking, savings, and other deposit accounts, including certificates of deposit.
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.
Identify and pursue campus opportunities.
Make external business partner referrals.
Refer fraud claims to experts.
Provide online and mobile support.
Increase automated teller machine limits and release check holds.
Provide notary services and conduct signature guarantees.
Complete wire transfers and validate vehicle values.
Manage account restrictions and pop-up concerns, and add travel notes to member accounts.
Partner with Collections regarding members who are past due.
Solve problems and facilitate connections between members and internal business partners.
Process service requests and financial transactions.
Process stop payments via check, ACH, and/or cashier’s checks.
Process ATM and 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.
Perform other duties as assigned.
Adhere to company policies, procedures, and business ethics codes.
Complete required regulatory training.
Comply with laws, rules, regulations, and internal controls applicable to the role, including the Bank Secrecy Act, Anti-Money Laundering requirements, USA Patriot Act, OFAC, and Fair Lending regulation.
Set up and take down tables and load and unload supplies.
Work outside normal banking hours when required.