Personal Financial Representative - San Marcos

UFCU Main
Any Location, TX
Category Finance
Job Description
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.

Requirements

  • 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

Benefits

  • Retirement Plan
  • 401k Matching
  • Paid Time Off
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