Talent.com
Personal Financial Representative - Pearland
Personal Financial Representative - PearlandUniversity Federal Credit Union • Pearland, TX, United States
[error_messages.no_longer_accepting]
Personal Financial Representative - Pearland

Personal Financial Representative - Pearland

University Federal Credit Union • Pearland, TX, United States
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

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

  • Refer fraud claims to experts
  • Provide online and mobile support
  • Increase Automated Teller Machine limits
  • Release check holds
  • Provide notary services
  • Conduct Signature Guarantees
  • Complete wire transfers
  • Validate vehicle values
  • Manage account restrictions and pop-up concerns, and add travel notes on member accounts
  • Partner with Collections for members who are past due
  • Problem solve and facilitate connecting members with internal business partners

    • Conduct Transactions

  • 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 box
  • Print documents, including Debit / ATM cards, vehicle buyer's checks, temporary checks, Statements, and direct deposit letters

    • Compliance

  • Performs other duties as assigned.
  • Adhere to all company policies, procedures and business ethics codes.
  • Complete required regulatory training as assigned.
  • Maintain strict adherence and compliance to all laws, rules, regulations and internal controls specific to your role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulation.

    • Business Development

  • Make external business partner referrals
  • Host tables at and attend community events

    • Knowledge, Skills and Abilities

  • Ability to effectively build relationships, establish rapport, and diplomatically communicate information
  • Effective active listening skills
  • Excellent verbal, interpersonal, and written communication skills
  • Ability to be adaptable and work in a fast-paced environment
  • Ability to demonstrate good judgement and effective problem solving skills to help identify and resolve Member issues
  • Strong attention to detail
  • Strong organizational and time management skills
  • Ability to demonstrate excellent teamwork skills by treating others with respect, courtesy, and displaying a "what can I do to help?" attitude
  • High proficiency in Microsoft Office
  • Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification

    • Core Competencies

  • Demonstrating Member Obsession
  • Demonstrating Performance Excellence
  • Demonstrating Innovation

    • Required Qualifications

  • High School Diploma or GED
  • Minimum of one (1) year of demonstrated success selling products within a financial services industry or retail banking environment
  • Minimum of two (2) years of customer service experience
  • Minimum of one (1) year working in a team environment
  • Advanced knowledge of current local, state, and federal regulations

    • Preferred Qualifications

  • Bachelor's Degree
  • English / Spanish bilingual
  • Credit Union experience
  • Series 6, 63, and / or Texas Life and Health Insurance licenses
  • Registered NMLS
  • Investment license
  • Consumer lending experience
  • General knowledge of applicable financial industry regulations
  • Military experience

    • 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!

    #INDUFCU

    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.

    [job_alerts.create_a_job]

    Financial Representative • Pearland, TX, United States

    [internal_linking.related_jobs]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Canadian, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Canadian, TX

    CompHealth • Houston, Texas, US
    [job_card.full_time]
    In Canadian, TX, you can explore the scenic beauty of Lake Marvin and the surrounding trails in the nearby Canadian River Valley. Don't miss a visit to the River Valley Pioneer Museum to learn about...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Brownwood, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Brownwood, TX

    CompHealth • Houston, Texas, US
    [job_card.full_time]
    CompHealth services are always free to you.Let us do the heavy lifting and handle the headache of credentialing, travel, housing, and so much more. With the premier staffing agency as your champion,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Canadian, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Canadian, TX

    AlliedTravelCareers • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Canadian, Texas, 79014!.In Canadian, TX, you can explore the scenic beauty of Lake Marvin and the surro...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Branch Relationship Banker (Personal Banker) - Pearland, TX

    Branch Relationship Banker (Personal Banker) - Pearland, TX

    BankTalent HQ • Pearland, TX, United States
    [job_card.full_time]
    At Amegy Bank, people and culture are at the heart of everything we do.Everyone counts" isn't just a phrase.It is woven into all aspects of our organization. We know that to be successful in deliver...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Personal Banker - Buffalo Speedway

    Personal Banker - Buffalo Speedway

    PNC • Houston, TX, United States
    [job_card.full_time] +1
    At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,660 to $1,809 per week in San Angelo, TX

    Travel Physical Therapist (PT) - $1,660 to $1,809 per week in San Angelo, TX

    AlliedTravelNetwork • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelNetwork is working with Host Healthcare to find a qualified Physical Therapist (PT) in San Angelo, Texas, 76904!. Host Healthcare is an award-winning travel healthcare company with an im...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Brownwood, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Brownwood, TX

    AlliedTravelCareers • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelCareers is working with CompHealth to find a qualified Physical Therapist (PT) in Brownwood, Texas, 76801!.CompHealth services are always free to you. Let us do the heavy lifting and han...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $2,430 per week in San Angelo, TX

    Travel Physical Therapist (PT) - $2,430 per week in San Angelo, TX

    Core Medical Group • Houston, Texas, US
    [job_card.full_time]
    Client in TX seeking Physical Therapist.We are looking for a healthcare professional who is ready to provide exceptional patient care in this contract / travel role. Contract / travel assignments are ty...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Planner

    Financial Planner

    NYL - West Houston Office • Houston, TX, US
    [job_card.full_time]
    Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the fin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bilingual Personal Banker

    Bilingual Personal Banker

    First Convenience Bank • Houston, TX, US
    [job_card.full_time]
    Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate customer relationships, new and exi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Canadian, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Canadian, TX

    AlliedTravelNetwork • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Canadian, Texas, 79014!.In Canadian, TX, you can explore the scenic beauty of Lake Marvin and the surro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $2,487 per week in San Angelo, TX

    Travel Physical Therapist (PT) - $2,487 per week in San Angelo, TX

    Medical Solutions • Houston, Texas, US
    [job_card.full_time]
    A facility in San Angelo, TX is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nationwi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Victoria, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Victoria, TX

    AlliedTravelNetwork • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Victoria, Texas, 77901!.Some locum assignments can be as short as a day, others, years.Some are far fro...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Bilingual Personal Banker - Pearland, TX

    Bilingual Personal Banker - Pearland, TX

    First Convenience Bank • Pearland, TX, United States
    [job_card.full_time]
    Back Bilingual Personal Banker #831-27242 Pearland, Texas, United States Apply X Facebook LinkedIn Email Copy Location FCB Pearland Food Town Location Address 7121 Broadway St.Position Type Full Ti...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Brownwood, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Brownwood, TX

    AlliedTravelNetwork • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Brownwood, Texas, 76801!.CompHealth services are always free to you. Let us do the heavy lifting and han...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Gainesville, TX

    Travel Physical Therapist (PT) - $1,820 to $3,000 per week in Gainesville, TX

    AlliedTravelNetwork • Houston, Texas, US
    [job_card.full_time]
    AlliedTravelNetwork is working with CompHealth to find a qualified Physical Therapist (PT) in Gainesville, Texas, 76240!. When it comes to finding the perfect locums assignment, sometimes it is all ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Personal Financial Counselor, PFC, Assignment Ready Counselor- Maine

    Personal Financial Counselor, PFC, Assignment Ready Counselor- Maine

    Magellan Health • Houston, TX, US
    [job_card.full_time]
    Personal Financial Counselor, PFC, Assignment Ready Counselor- Maine.This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a po...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist (PT) - $2,041 per week in Fredericksburg, TX

    Travel Physical Therapist (PT) - $2,041 per week in Fredericksburg, TX

    Medical Solutions • Houston, Texas, US
    [job_card.full_time]
    A facility in Fredericksburg, TX is seeking its next amazing PT (Physical Therapist).Read on if this sounds like your perfect fit!. Nurses and allied healthcare professionals are in high demand nati...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]