Personal Financial Representative (Spanish/English Bilingual) - Teravista

UFCU Main
Round Rock, TX
Category Banking
Job Description
As a Personal Financial Representative, you will engage with 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

  • High School Diploma or GED
  • English/Spanish bilingual
  • 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
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