Personal Banker - Kelly Lane (English/Spanish Bilingual)

UFCU Main
Any Location, TX
Category Banking
Job Description
Role Overview

As a Personal Banker, you serve as a trusted ambassador of the organization's core values, delivering exceptional Member service by accurately processing transactions, answering questions, and resolving account-related issues of moderate complexity. You proactively identify Members' financial needs, recommend appropriate solutions, and support Members in achieving their financial goals.

What You Will Do

You will provide prompt, courteous, and accurate service to Members, 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.

Why It Might Be a Fit

You will contribute to business development efforts by engaging in external events and community activities, support branch operations through established activities and processes, and adhere to all company policies, procedures, and business ethics codes.

Requirements

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

Benefits

  • Not explicitly mentioned in the job posting
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