Satellite Personal Banker - UT Health

UFCU•Houston, TX

13h•Onsite

About The Position

As a Personal Banker at UFCU, you serve as a trusted ambassador of the organization’s core values. You deliver exceptional Member service by accurately processing transactions, answering questions, and resolving account-related issues of moderate complexity. Through an interactive, consultative interview process, you proactively identify Members’ financial needs, recommend appropriate solutions, and support Members in achieving their financial goals. You contribute to business development efforts by engaging in external events and community activities, and support branch operations through a variety of established activities and processes. About UFCU: Our Credit Union was founded in 1936 and has grown to serve members throughout 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, POSSIBILITIES REIMAGINED, PERFORMANCE EXCELLENCE ROOTED IN UNWAVERING INTEGRITY.

Requirements

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.
High School Diploma or GED
Minimum 6 months of experience in customer service and working in a team environment
Consultative sales experience

Nice To Haves

Bilingual English/second language
Financial institution experience
Lending experience
Experience working in fast-paced, high-volume environment

Responsibilities

Provide prompt, courteous, and accurate service to Members in accordance with UFCU’s values.
Respond and resolve member needs and service requests
Open consumer deposit accounts and Certificates of Deposit
Read and review credit reports with members
Process loan applications, financial transactions, and other service requests
Assess and anticipate member needs, and refer members to appropriate business partners
Provide notary and safe deposit box services
Assist with fraud disputes
Complete opening and closing procedures
Host tables, participate in events, and attend Select Employer Group (SEG) events
Connect members with internal business partners to help problem solve
Adhere to all company policies, procedures and business ethics codes
Provide smooth onboarding experiences and digital tool adoption
Complete required regulatory Training as assigned.
Maintain strict adherence to and in compliance with all laws, rules, regulations and internal controls specific to your role, including but not limited to the Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations.