What are the responsibilities and job description for the Mobile Branch Financial Ambassador position at UFCU?
Job Summary
The Mobile Branch Financial Ambassador serves as a key point of contact for our members, delivering exceptional service and financial education across various underserved areas of Austin, with the potential to travel across Texas. You will act as a brand ambassador, promoting the credit union’s mission to provide financial opportunities to all while helping individuals and families build brighter financial futures. You’ll be responsible for traveling with the UFCU mobile branch, setting up in different locations, and delivering a wide range of financial services to members, all while ensuring a warm, personalized experience. This is a space where possibilities are reimagined.
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
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.
Member Relationships
Essential Functions of the Job
Required Qualifications:
The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The Mobile Branch Financial Ambassador serves as a key point of contact for our members, delivering exceptional service and financial education across various underserved areas of Austin, with the potential to travel across Texas. You will act as a brand ambassador, promoting the credit union’s mission to provide financial opportunities to all while helping individuals and families build brighter financial futures. You’ll be responsible for traveling with the UFCU mobile branch, setting up in different locations, and delivering a wide range of financial services to members, all while ensuring a warm, personalized experience. This is a space where possibilities are reimagined.
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
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.
Member Relationships
Essential Functions of the Job
- Communicate UFCU’s Mission, Vision, and Values.
- Open Checking, Savings, and other deposit accounts such as Certificate of Deposits.
- Educate members on Credit Reviews and Needs Assessments.
- Accept and input consumer and business loans.
- Connect members and prospective members to business partners for additional needs.
- Attendance of community events, hosting tables and serving as a Brand Ambassador.
- Conduct presentations and financial workshops.
- Generation of leads to drive membership growth and deepen relationships.
- Brainstorming ways to reimagine and adapt based on experiences to improve performance excellence.
- Check and respond to mobile branch inbox for event requests and follow up.
- Responsible for connecting with volunteers for MB events.
- Frequent driving throughout UFCU footprint (including coastal branches).
- Serve as additional driver for the mobile branch.
- Assisting with multi-point vehicle safety inspection.
- Helping with managing and stocking necessary inventory for mobile branch operations.
- Assisting with setting up and taking down of tables, tents, booths, and other equipment for each event.
- Responsible for following mobile branch in the chaser vehicle – help with traffic and guide driver on where to go.
- 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 solving and facilitate connecting members with internal business partners.
- Process service requests.
- Process stop payments via check, ACH and/or Cashier’s Checks.
- Process ATM and Point-of-Service transaction disputes.
- Print documents, including Debit/ATM cards, vehicle buyer’s checks, temporary checks, Statements, and direct deposit letters.
- Card Issuance- printing reports and logging how many cards are in/out of the vault (dual control process).
- Performs other duties as assigned.
- Adhere to all company policies, procedures, and business ethics codes.
- Complete required regulatory training as assigned.
- Maintain strict adherence to and 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 regulation.
- 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 and equivalent office software.
- Ability to successfully pass pre-employment background screening, including FBI fingerprint, credit, education, and employment verification.
Required Qualifications:
- 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
- Willingness to undertake additional driving courses to competently operate the mobile branch, which is a large vehicle. This includes obtaining any necessary certifications or licenses as required.
- Must have and maintain a current and valid Texas Driver’s License
- Reliable transportation for travel to multiple worksites within Central Texas
- Must have a safe driving record
- Must have and maintain minimum levels of automobile insurance coverage per Texas state guidelines.
- Experience working in a business development/community relations capacity.
- Must be bondable.
- Bachelor’s Degree
- Credit Union experience
- Series 6, 63, and/or Texas Life and Health Insurance licenses
- Registered NMLS
- Commercial Driver’s License (CDL) – this role will require CDL (Class B) driving training.
- Consumer Lending Experience
- General knowledge of applicable financial industry regulations
- Military experience
The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- This position may involve periodic stressful conditions.
- This position heavily relies on working outside and exposure to various weather conditions will occur; hot or cold temperatures and/or light rain.
- May occasionally require an adjusted work schedule, overtime, evening/weekend hours and potential overnight stays.
- Travel Required – Due to the nature of the role, work locations will vary and require traveling to all existing and future UFCU markets.
- The noise level in the work environment is usually moderate to loud.
