Texans Credit Union jobs - 91 jobs

, Purpose and Objectives: The Manager, Consumer Loan Production exists to create and maintain a strong member-centric sales and service environment that aligns with Texan Credit Union's core values. This role leads and develops Loan Advisors through coaching and performance management, ensuring exceptional member experiences and achievement of organizational goals. The manager partners with leadership to forecast, set sales objectives, and implement strategies that drive growth, improve member satisfaction, and enhance product and service offerings. Qualified candidates will have a strong hands-on approach to people leadership and a goal-oriented mindset, with a background in financial institution operations and/or sales leadership. Major Duties and Essential Functions Embraces the core values of Texans CU including excellence, people, integrity, and collaboration. Lead and develop Loan Advisor team members by providing 1-on-1 coaching, conducting observations of their member engagements, and developing their personal skillsets. Utilize call recordings of member engagements to uncover strengths and opportunities withing the team's performance and coach specifically to those findings with individual employees. Work directly with the Director of Member Success to assist in forecasting, and establish sales goals that directly align with corporate objectives Review and track the effectiveness of coaching by identifying core metrics and key performance indicators (KPIs) and measuring performance accordingly Create and maintain a strong member-centric sales and service environment. Generate motivating sales contests and implement effectively to drive results. Assist in the building of sales incentive plans that reward performance and that align with company objectives. Responsible for training, motivating, developing, counseling and disciplining of employees. Collaborate with key departments and relevant committees to drive additional retail sales, improve the member experience, and enhance the array of products and services offered. Work closely with lending department leadership so that both teams are working well together - maintaining a smooth and efficient application process from beginning to end. Maintain detailed working knowledge of the loan origination system and its functionality. Partner with lending leaders and appropriate analysts in I.T. to improve system flow and address issues Ensure proper controls are in place and adhered to within the Loan Advisor Department. Provide oversight and direction to new hires during their OJT (on-the-job training period) with training/coaching, and during their first 90 days. Handle and resolve complex problems or member issues, take ownership and escalate when necessary. Assist in recommending, implementing and supervising the department budget. All other duties as assigned Positions Directly Supervised: This position has supervisory responsibilities over all Loan Advisors Requirements Specific Knowledge, Skills, and Abilities Required for This Position Demonstrate thorough knowledge of Texans' Member Experience and Success expectations Ability to inspire and motivate others to achieve their best performance with a strong emphasis on member satisfaction Strong communication, presentation and interpersonal skills Strong understanding of effective selling strategies and objection handling Proven communication and diplomacy skills to work cross-functionally to influence others, drive results/change, and implement new processes & procedures Ability to affect positive behavior change and patterns Ability to assess development needs Ability to genuinely connect with others Excellent organizational skills and attention to detail Skilled at prioritizing tasks and managing time to meet deadlines Strong commitment to achieving positive results Acts with sound integrity and always protects confidentiality Strong analytical and problem-solving skills Proficient with Microsoft Office Suite or related software Education Minimum of high-school diploma or equivalent. Associates degree or higher-level, job-related certification is preferred. Experience Minimum 5 years in a goal-oriented, sales environment and 3 years in a management or supervisory role. Minimum 3 years' experience with a financial institution, and preferably with involvement in lending and/or sales.

Job Summary: Responsible for answering incoming customer calls and assists with various customer inquiries related to deposit accounts, loans, or other financial products/services. Education/Experience: A minimum of the following education/experience is required: High School Diploma/GED and 3 years' experience in banking; OR Associate Degree and 1 years' of experience in banking. Customer service experience is preferred, but not required. Bilingual in Spanish, preferred. Ability to work M-F, 1 pm - 6 pm, rotating Saturday's 9 am - 12 pm Job Specific Responsibilities: Handles incoming customer calls and provides accurate information. Ensures satisfactory resolution to inquiries and requests in a timely manner. Displays knowledge and proficiency in explaining processes and timelines associated to inquiries; sets and communicates expectations for inquiries requiring further action. Minimizes customer hold times and transfers. Strictly adheres to customer verification procedures to validate/verify the identity of customers prior to releasing information and/or assisting with inquiries or requests. Listens to and resolves customer complaints. If needed, escalates to appropriate Bank staff. Assists customers with card disputes, fraudulent activity, and stop payment processes. Orders checks and ATM/Debit cards. Assists customers with account transfers. Maintains and displays knowledge of all Bank products, services, processes, and policies. Analyzes customer information to identify opportunities for growth and expansion of services. Identifies cross-selling and referral opportunities. Displays knowledge and proficiency in explaining, selling, and administering products. Understands required documents to open consumer and business accounts. Maintains knowledge of consumer and business ownership types. Maintains and displays knowledge of marketing campaigns and actively promotes. Develops and maintains positive long-term relationships with customers. Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process). Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position. Other duties as assigned. Required Technical Knowledge: General computer skills Microsoft Office, specifically Word and Excel Expectations of an Employee: Treat all customers and fellow employees with respect Exceed customer expectations Meet customer needs Conduct interactions with honest, ethical, and strong moral principles Perform at the highest level Take responsibility for actions Do what is expected Lead by example Work as a team Efficiently share information in a collaborating and proactive manner Pay attention to detail Solve problems Make sound decisions Manage time effectively Prioritize effectively Perform multiple tasks simultaneously Show up for work and be on time Comply with all laws and regulations Complete all required training Supervisory Responsibilities: None Amount of Travel: None Physical Requirements: May need to sit for long periods of time Sustained visual concentration while working at the computer Typing on a keyboard for long periods of time Handle high stress environment Benefits Include: Medical, Rx, Dental, and Vision insurance HSA, FSA, and Limited FSA Employer paid and voluntary Life Insurance/AD&D Short-Term Disability Long-Term Disability Accident/Hospital Indemnity/Critical Illness voluntary plans Identify Theft Protection 401k with employer match Vacation, Sick Leave, and Holiday pay Tuition Reimbursement Gym membership discounts Annual payrate increases Incentive based bonuses It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.

The Senior Human Resources Business Partner serves as a trusted advisor to people leaders, driving business outcomes through people. This role requires an experienced HR professional with strong business acumen and the ability to influence and implement HR strategies that support our UFCU's strategic plan. This role also requires a strong blend of strategic thinking, cross-functional collaboration, operational excellence, and leadership skills to ensure our People function supports UFCU's overall objectives as well as foster a positive employee experience at all levels of the organization. The Senior Human Resources Business Partner is an exempt position and reports to the Director - People. Job Responsibilities Essential Functions Serve as a senior-level HR Business Partner, strategist, and consultant with a focus on high touch experiences regardless of audience Consult with business leaders to identify organizational and people needs, develop action plans, identify deliverables, and present results and recommendations Serve as the voice of the business by partnering with Centers of Excellence (Compensation, Benefits, Talent Acquisition, etc.) to design and shape HR strategies, and ensure effective implementation of programs within their assigned business unit(s) Understand People metrics and data to provide actionable insights and recommendations to leaders on workforce trends, talent management strategies, and organizational health Align business objectives and People programs to achieve business goals and UFCU's strategic objectives, while maintaining organizational culture Develop and maintain strategic partnerships with all levels of leadership Proactively design, lead, execute, and assess effective and impactful employee relations and performance management strategies in partnership with business leaders Identify business requirements and opportunities to enhance People programs, processes, and technologies Partner across the People team to drive organizational effectiveness and change management Ensure compliance with all relevant laws and regulations and uphold ethical standards in all HR practices Other Perform 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 with 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 regulations Experience Minimum Requirements Bachelor's degree in Business, Human Resources, or related field. Four (4) years of related experience may be substituted for degree A minimum of 7-10 years of HR experience with at least 3 years in an HRBP capacity Demonstrated in-depth experience and proven knowledge of multi-disciplines of HR, including employee relations, performance management, employment law, HR strategic planning, end-to-end employee lifecycle management, organizational design, process design for operational excellence, and technical aspects of HR Demonstrated senior-level employee relations experience and in serving as a trusted advisor to the executive and senior leadership level Proven track record of strong leadership skills in coordinating and facilitating talent management strategies with functional business partners and colleagues and working with all levels of the organization and with diverse groups Demonstrated experience preparing and delivering effective senior-level presentations, and building a narrative based on collection and analysis of data Demonstrated experience in using sophisticated visualization tools and data management to inform decision making Demonstrated experience and proven knowledge of regulatory, federal, state and local laws which govern employment policies and practices Must be bondable Preferred Qualifications Master's degree Senior Professional Human Resources-related certification Experience supporting Lending or Technology business units Demonstrated experience implementing AI-driven technologies to improve HR effectiveness Demonstrated experience developing and administering detailed HR-related budgets and forecasts utilizing predictive modeling Credit union or financial industry experience Bilingual in English/Spanish Knowledge/Skills/Abilities Familiarity with design thinking, agile frameworks, and/or digital transformations Technically savvy with the ability to easily master new systems and applications Proficient with project planning tools and practices, managing enterprise-wide projects through all stages of a project lifecycle Demonstrated stakeholder management, leadership, and communication skills Exceptional people and relationship skills, with an employee/customer service mentality and a high degree of authenticity, integrity, accountability, and emotional intelligence Exceptional analytical, judgment, and decision-making skills Strong problem solving, priority-setting, and decision-making skills Strong idea generator, with the ability to think creatively and innovatively Ability to demonstrate strong commitment to UFCU's purpose, aspiration and values Ability to effectively navigate the nuances of a large organization with multiple stakeholders and priorities Demonstrated ability to lead major initiatives through the organization and influence decision makers at all levels High level of self-responsibility, willingness to constantly rethink and improve, and motivation to over-achieve goals, even during competing priorities and projects Ability to be proactive, to anticipate and provide alternatives and options to the business Ability to successfully operate simultaneously at a strategic and a tactical level, with a “rolling up your sleeves” approach to execute initiatives Company Core Competencies Demonstrating Member Obsession Puts themselves in the Member's shoes Looks for friction points Makes it personalized and easy Demonstrating Performance Excellence Sets standards for elevating excellence Ensures elevated quality Takes responsibility Conducts continuous improvement Demonstrating Innovation Challenges current thinking Approaches change with a positive mindset Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus. Extensive use of the telephone and/or virtual communications platforms to communicate confidential information, requiring the ability to effectively and accurately explain complex information Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position may involve periodic stressful conditions. This position will require you to work from the UFCU Plaza 2-3 times each week May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. May occasionally move from one work location/branch to another. Public contact position, requiring appropriate professional appearance. Frequent computer use at a workstation for up to two hours at a time. The noise level in the work environment is usually moderate.

The Mortgage Loan Officer (MLO) plays a vital role in helping Members achieve homeownership by providing personalized guidance and supporting them throughout the mortgage lending process. This role is relationship-driven, requiring strong self-sourcing, community engagement, and the ability to build a sustainable book of business in the Houston market. As UFCU expands its footprint beyond Central Texas, this role will support mortgage growth across Houston, including UT Medical Center, Pearland, and future branches opening in 2026. The MLO will nurture relationships with REALTORS , builders, community organizations, and Members to deliver a world-class, member-focused homebuying experience. In addition to supporting existing UFCU Members, the MLO will also work with non-members seeking mortgage financing, helping guide them through the lending process and welcoming them into membership when appropriate About UFCU Founded in 1936, UFCU proudly serves more than 400,000 Members and is recognized as one of the largest and most trusted credit unions in Texas. 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 Possibilities Reimagined Performance Excellence Rooted in Unwavering Integrity Market Opportunity Join a trusted Texas credit union with strong brand recognition and deep member loyalty. Help shape UFCU's presence in the fast-growing Houston market, supported by new branch expansion and community outreach. Influence referral strategy, relationship development, and community engagement efforts. Play a key role in delivering UFCU's member-centric lending experience to Houston-area borrowers. Essential Functions Business Development & Market Growth Self-source mortgage production through proactive outreach and relationship-building. Develop and maintain strong partnerships with REALTORS , builders, and community organizations. Represent UFCU at Houston community events, homebuyer workshops, and industry gatherings. Build UFCU's mortgage presence in Houston by developing a sustainable pipeline in an emerging market. Partner with branch teams and internal partners to identify opportunities to support Members and non-members seeking financing. Maintain updated knowledge of mortgage trends, market conditions, and guidelines. Member Advisory & Loan Evaluation Partner with both Members and non-members seeking mortgage financing by providing education, guidance, and personalized loan recommendations. Support non-member borrowers in understanding the value of UFCU membership and assist them in becoming Members when appropriate. Assess borrower financial needs, analyze loan options, and recommend appropriate products including Conventional, FHA, VA, and portfolio loans products. Deliver a high-quality, member-centric mortgage experience throughout the homebuying process. Comply with RESPA, HMDA, and other laws and regulations Maintain knowledge of current mortgage guidelines System and Member Documentation: Utilize CRM to consistently track and communicate all phases of the loan process from start to closing Serve as a liaison between involved parties in the mortgage transactions such as REALTORS, title company personnel and others Attend the closing when possible Make post-closing follow-up calls to ensure member satisfaction and request referrals Provide timely and accurate loan information to Members Display a commitment to providing up-to-date and accurate information by attending a minimum of two professional seminars annually and pursuing on-going learning. Business Development: Serve as UFCU outside sales representative by actively identifying, soliciting, developing relationships with REALTORS, builders and other referral partners to increase mortgage lending business in the community Make calls and presentations to referral partners Create outside referral sources to generate 50% of monthly volume goals Develop and implement sales strategies designed to meet credit union and mortgage lending goals in the community. Participate in industry professional associations to stay informed and educated on the mortgage industry Other: Perform other duties as assigned Adhere to all company policies, procedures and business ethics codes Maintain strict adherence and compliance to all laws, rules, regulations, policies, procedures and internal controls specific to the MLO role Knowledge/Skills/Abilities Displays strong interpersonal skills through fostering team work and demonstrating patience and respect when dealing with difficult situations. Strong relationship-building skills with REALTORS , builders, and referral partners. Fully competent in Microsoft Office, Encompass, and other related software programs. Demonstrates the ability to use loan origination software to efficiently perform job functions. Knowledgeable in all aspects of the Federal and State Regulations dealing with Mortgage and Home Equity lending, required. These include but are not limited to: HMDA, RESPA, Fair Housing, ECOA, TIL, and Section 50, Article XVI of the Texas Constitution. Ability to present ideas and thoughts in a clear, concise manner. Ability to make oral presentations with persuasiveness and confidence. Ability to use clear and simple language to get the message across to members and co-workers. Able to quickly build rapport and establish credibility with members and co-workers. Ability to manage multiple projects, under tight deadlines while maintaining the accuracy and integrity of loan documentation. Experience Minimum Requirements High school diploma or equivalent Minimum of 3 years of recent residential mortgage loan origination Proven success originating Conventional, FHA, VA, and portfolio loans. Demonstrated ability to sustain production through self-sourced Experience partnering with REALTORS , builders, or community referral sources. Valid NMLS registration and compliance with SAFE Act requirements. Strong understanding of mortgage lending guidelines, processes, and borrower qualification. Must be bondable Preferred Requirements Bachelor's Degree Established network of REALTORS , builders, and community partners in the Houston market. Experience supporting veteran homebuyers and originating VA loans. Credit union lending experience or background in mission-driven financial institutions. Experience working in a high-growth or expansion market. Bilingual English/Spanish. Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequent While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus. Employee will make extensive use of the telephone requiring the ability to effectively and accurately explain complex information. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. Frequent computer use at a workstation of up to two hours at a time. The noise level in the work environment is usually loud. #INDUFCU

The Sports Marketing Manager ensures all sponsorship fulfillment of UFCU's sports property partnerships including, but not limited to, Texas and Texas State University Athletics. This role develops and executes marketing campaigns that deliver value to the team and university, aligning with UFCU's vision of helping Members achieve financial success. The Sports Marketing Manager collaborates with other departments to develop marketing strategies that promote UFCU's products and benefits and enhance its positive brand image among sports fans. The Sports Marketing Manager reports to the Director of Marketing. 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. Essential Functions Drive brand strategy through cross-functional execution for UFCU Sports and Marketing initiatives. Create and manage an annual Marketing roadmap to define unique brand positioning, generate innovative partnership ideas, and identify new teams, athletes, and venues for sponsorship. Execute the Sports Marketing strategy across UFCU channels (social media platforms, digital experiences, collegiate, concert, events, and grassroots) by working directly with marketing and business colleagues within the organization. Manage Name, Image, and Likeness (NIL) program, ensuring athletes reflect UFCU's values and long-term growth ambitions. Lead the Sports marketing integration with all Marketing and Digital teams to craft campaigns that are relevant, rooted in fan behavior, and aligned with brand initiatives. Enhance current partnerships by driving innovative marketing ideas to bring cultural relevance, member engagement and attract new members. Develop the team sports marketing calendar to support Channels, and Brand Marketing, Retail, and Field teams. Assist with contract negotiation and oversee contractual agreements, implement robust measurement mechanisms to evaluate goal attainment, and foster proactive, positive relationships with external partners. Lead the creation of sports collaborations for new products and bring key stories to life. Maintain a pulse on audience passion points and serve as a subject matter expert in their fandom and behavior. Manage ongoing sports and advertising agency partnerships and ensure their effective deployment across the sponsorship portfolio. Define, develop, and manage the integrated sponsorship activation plans, in coordination with business partners and respective agencies. Track and evaluate sponsorship ROI, athlete performance, and partnership outcomes. Support reporting and presentations for leadership on athlete strategy, NIL progress, and partnership activation performance. Other 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 the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations. Knowledge/Skills/Abilities Knowledge Deep, expert understanding of the sports industry and landscape, including fan demographics and industry trends. Solid understanding of marketing principles, including market research, branding, and advertising. Strong knowledge of all UFCU products and services. Strong knowledge of credit union industry, including awareness of industry trends and understanding of credit union business development opportunities. Strong knowledge of project and program management principles. Skills Advanced written, verbal, interpersonal, active listening, collaborative, and presentation communication skills, with the ability to clearly communicate and convey ideas and strategies with a diverse group of internal and external partners and stakeholders. Excellent program and event planning management skills. Proficient with MS Office, including utilization of spreadsheets and related analytics to track and analyze data. Strong organization skills, with the ability to prioritize with a positive and solution-oriented mindset. Abilities Strong ability to track and analyze data to measure the success of sponsorship campaigns and identify areas for improvement. Strong ability to display creative thought leadership; be able to think outside the box and create innovative marketing ideas. Advanced ability to build strong relationships and rapport with potential sponsors, partners, and internal stakeholders. Demonstrated ability to be service-focused and portray positive energy and professionalism to project a positive image as a representative of the Credit Union. Facilitative and collaborative team member, with openness to ideas and feedback from others. Ability to use good judgment and decision-making skills. Ability to be self-motivated, with critical attention to detail, deadlines, and reporting. Ability to meet deadlines and handle sensitive and pressured situations. Proven ability in solving problems and researching issues with minimal guidance. Competencies Demonstrating Member Obsession Puts themselves in the Member's shoes Looks for friction points Makes it personalized and easy Demonstrating Performance Excellence Sets standards for elevating excellence Ensures elevated quality Takes responsibility Conducts continuous improvement Demonstrating Innovation Challenges current thinking Approaches change with a positive mindset Experience Minimum Requirements Bachelor's degree in marketing, business, or related field. Four (4) years of relevant experience may be substituted for degree. Minimum three (3) years of experience leading cross-functional programs/projects that include key third party partnerships. Demonstrated experience managing projects and programs. Must be bondable. Preferred Requirements Minimum of five (5) years of experience in business development, or strategic partner management in a financial services organization/financial institution. Minimum of five (5) years of experience in sports marketing with a corporate institution, agency, or athletic team. Experience working within a retail services, customer-facing environment. Prior credit union experience. Bilingual in Spanish. Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. Employee will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately. Work Environment The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. This position requires working onsite three days a week at UFCU Plaza in Austin, Texas. Schedule may fluctuate however pending off-site events and activations. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. May occasionally move from one work location/branch to another. Public contact position, requiring appropriate professional appearance. Frequent computer uses at a workstation up to two hours at a time. The noise level in the work environment is usually moderate.

We are looking for a skilled and experienced Mulesoft Engineer to join our Enterprise Integration team at UFCU. In this role, you will be responsible for designing, implementing, and maintaining our enterprise integration solutions, ensuring optimal performance, reliability, and scalability for our integration platform. You will work closely with IT and business partners to manage data onboarding and integration requirements, troubleshoot and tune the MuleSoft AnyPoint Platform, and provide technical support and guidance. If you have a strong background in Mulesoft, ETL processes, data governance, and collaboration, along with excellent problem-solving and analytical skills, we would love to hear from you. The Senior Enterprise Integration Engineer reports to the Senior Manager of Shared Technology Services and Data Delivery. 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. Essential Functions Administration and Monitoring Administration of the MuleSoft AnyPoint Platform. Troubleshooting and performance tuning of MuleSoft AnyPoint Platform components. Monitoring the MuleSoft AnyPoint Platform including infrastructure resources, performance, users, license management, security, and data quality. Part of the on-call support rotation for the Enterprise Integration team. Development Apply a design-first approach for APIs, utilizing RAML and OpenAPI specifications to define contracts prior to implementation. Develop, design, and implement solutions that adhere to our architectural roadmaps. Develop and maintain scalable, secure APIs and integration flows using the MuleSoft AnyPoint Platform. Ensure alignment with API-led connectivity principles, as well as microservices and event-driven architectures. Collaboration Partner with architects and business stakeholders to establish robust API contracts and governance standards. Work directly with IT and Business partners with 3rd party data onboarding and requirements for integration efforts. Provide applications and projects with technical support for the MuleSoft AnyPoint Platform. Other Adheres to all company policies, procedures, and business ethics codes. Completes required regulatory training as assigned. Maintains strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations. Knowledge/Skills/Abilities Knowledge Design and implementation methods of a publish/subscribe architecture. Extensive knowledge of the Mulesoft Anypoint Platform, and API architecture. Azure Cloud environment. Cloud and API security standards and best practices. Skills Excellent communication and collaboration used to work directly with stakeholders and non-technical business partners and leaders to successfully complete IT Integration projects. Abilities Troubleshoot API's/Flows/Orchestrations built within the MuleSoft AnyPoint Platform. Attention to detail and a commitment to data quality and accuracy. Successfully manage multiple priorities in a fast-paced, agile, dynamic environment. Self-starter, with the ability to define and understand complex systems, processes, and their dependencies. Core Competencies Demonstrating Member Obsession Puts themselves in the Member's shoes Looks for friction points Makes it personalized and easy Demonstrating Performance Excellence Sets standards for elevating excellence Ensures elevated quality Takes responsibility Conducts continuous improvement Demonstrating Innovation Challenges current thinking Approaches change with a positive mindset Experience Bachelor's degree in Computer Science, Information Technology, or a related field. Five (5) or more years in administration and engineering of the MuleSoft AnyPoint Platform. Experience collaborating directly with business leaders in cross-functional teams or Agile Pods to translate business needs into integration solutions. Five to Seven (5-7) or more years total experience developing and supporting enterprise-class applications in a significant engineering or administrative role. Strong experience in designing web services with optimal security and performance. Five (5) or more years experience implementing and integrating with API's (REST, SOAP web services, RAML, and OpenAPI) using the MuleSoft AnyPoint Platform. Experience working with MuleSoft Connectors (Standard/Custom) and Accelerators Experience in ETL flows in MuleSoft AnyPoint Platform. Three (3) or more years of experience implementing MQ flows in MuleSoft AnyPoint Platform supporting enterprise Pub/Sub architecture. Experience with data integration from various sources, including structured and unstructured data, batch, and real-time. Must be bondable - requirement for all UFCU roles Preferred Requirements Experience in the financial services or credit union industry. Experience with CRM's (Salesforce, MS Dynamics) Proficiency in programming languages such as C#. Proficiency in Microsoft SQL programming. Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Frequent While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. Employee will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position requires frequently working onsite at UFCU Plaza in Austin, Texas. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. May occasionally move from one work location/branch to another. Public contact position, requiring appropriate professional appearance. Frequent computer use at a workstation of up to two hours at a time. The noise level in the work environment is usually #INDHP

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 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 Preferred Qualifications Bachelor's Degree 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!

Job Summary: Responsible for supporting the Bank's information technology (IT) systems and applications. Education/Experience: A minimum of the following education/experience is required: Associate's degree in a Technology field and 5 years' experience in IT; OR Bachelor's degree in a Technology field and 3 years' experience in IT. Job Specific Responsibilities: Installs, configures, and maintains operating systems, application software, and system management tools. Maintains knowledge of virtual environments, server hardware, server software, client software Installs and maintains software and resolves associated related problems. Maintains the bank's IT infrastructure, including servers, networks, and security systems. Maintains data files and monitors system configurations to ensure data and operational integrity. Ensures the highest levels of systems and infrastructure availability. Responds to and resolves system issues and outages. Performs root cause analysis for recurring issues and implements preventive measures. Provides technical support and guidance to end-users and serves as second level support. Maintains detailed documentation of system configurations, procedures, and policies. Generates regular reports on system performance, security, and compliance. Evaluates and recommends new technologies and solutions. Set priorities and meet deadlines on budget. Assists in annual budgeting process by researching proposals and solutions. Rotates 24 hour on-call support. Other duties as assigned. Required Technical Knowledge: General computer skills Firewall, Switch, and Networking Virtualization Banking applications, preferred Microsoft Office and O365 Expectations of an Employee: Works well independently Treats all customers and fellow employees with respect Exceeds customer expectations Meets customer needs Maintain confidentiality of all bank records Conducts interactions with honest, ethical, and strong moral principles Performs at the highest level Takes responsibility for actions Does what is expected Leads by example and takes initiative Works as a team Efficiently shares information in a collaborating and proactive manner Pays attention to detail Solves problems Makes sound decisions Manages time effectively Prioritizes effectively Performs multiple tasks simultaneously Shows up for work and is on time Complies with all laws and regulations Completes all required training Adheres to Bank Values Supervisory Responsibilities: None Amount of Travel: None Physical Requirements: May need to sit/stand for long periods of time Sustained visual concentration while working at the computer Typing on a keyboard for long periods of time Handle high stress environment Maintain professional appearance Benefits Include: Medical, Rx, Dental, and Vision insurance HSA, FSA, and Limited FSA Employer paid and voluntary Life Insurance/AD&D Short-Term Disability Long-Term Disability Accident/Hospital Indemnity/Critical Illness voluntary plans Identify Theft Protection 401k with employer match Vacation, Sick Leave, and Holiday pay Tuition Reimbursement Gym membership discounts Annual payrate increases Incentive based bonuses It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.

About the Job As a Full Time Teller, you will serve as a primary point of contact for processing Member transactions and requests. Eager to build strong, long-term meaningful relationships, our Tellers have a passion for exceptional Member service. Tellers strive to provide an exceptional Member experience by effectively communicating with Members to understand Member needs, providing assistance to Members, identifying product and service needs, answering Member questions, 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 Experience Greet members Maintain branch appearance Explain basic products and services Identify product needs Answer member questions Resolve member issues Account Maintenance Conduct system navigation on various computer systems Process address, phone number, and email changes Process check re-orders Establish direct deposit Assist with online and mobile banking 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. Conduct Transactions Process transactions, mail deposits, night drop, and cash advances Grant access to safe deposit box Scan transit and on-us checks Validate accuracy and process member checks Place and communicate check holds Print documents, including statements, temporary checks, and direct deposit forms Knowledge, Skills and Abilities Ability to effectively build relationships, establish rapport, and diplomatically communicate information Effective active listening skills Strong 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 Proficient 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 six (6) months of Teller or cash handling experience Minimum of six (6) months of customer service experience Bachelor's Degree in Business or Finance-related field may substitute for experience requirements Minimum of six (6) months working in a team environment Preferred Qualifications English/Spanish bilingual Bachelor's Degree Credit Union experience General knowledge of applicable financial industry regulations Military experience Hours Monday through Friday from 9am to 6pm and 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!

Associate Fraud Mitigation Specialist This position's primary focus includes fraud trend analysis, research of high risk transactions, and assisting Members and UFCU staff with fraud-related issues. This employee may also work with law enforcement, other financial institutions, and third-party vendors to identify possible common points of compromise and take appropriate mitigation actions. About UFCU As Austin's largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: to provide for the well-being of our Members. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Top Credit Union and Top Mortgage Company, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions Assist Members and UFCU staff with resolving identity theft, fraudulent and/or suspected fraudulent account and card activity Assist local, state, and federal law enforcement agencies Investigate incoming fraud claims Assess newly opened accounts for risk Assess credit card cash advances and payments for risk Assist with tracking and documenting fraud savings, losses, and trends Review and act upon alerts generated from internal reports and third-party fraud mitigation tools Research high-risk transactions (wires, debit and credit card, etc) and proactively reach out to Members to validate activity Research suspicious deposit items and take action as appropriate Review suspicious loan/credit card applications and provide findings to Lending Team Respond to emails and service requests from UFCU employees and third-party vendors Analyze data-sets for patterns to optimize balance of member experience and fraud mitigation Create/update card transaction rule-sets that optimize balance of member experience and fraud mitigation Recommend updates to existing fraud policies or rules and/or new fraud policies or rules Educate staff on fraud-related functionality and topics Represent Asset Protection in cross-functional meetings Assist and back-up other team members with their duties and responsibilities as needed Work Hours: Monday, Tuesday, Thursday, Friday, and Saturday - 11 am - 8 pm Days Off: Wesday and Sunday Contraction Duration: 4 - 6 months Knowledge/Skills/Abilities Ability to identify detailed information, cross-reference data, and take action accordingly Effective written and verbal communication and presentation skills Strong working knowledge of Microsoft Office products Well-developed analytical skills Strong attention to detail and a high level of accuracy Ability to handle multiple demands, shifting priorities, and rapid changes and adapting responses and tactics to fit fluid circumstances Strong organizational skills with a keen ability to prioritize and multi-task while adhering to and meeting deadlines Ability to handle situations with diplomacy, professionalism, and the highest level of confidentiality Competencies Leadership Building Partnerships Communication Adaptability Emotional Intelligence Focus on Results Member Advocacy Experience Minimum Requirements Minimum 1 year of Credit Union or similar experience Must be meeting all expectations of current role Demonstrated experience with Episys and Engage Basic understanding of financial services industry and fraud High School Diploma or equivalent Preferred Requirements Prior experience with fraud identification, investigation, and mitigation in the financial services industry Certification in interviewing and interrogation (Reid Technique) CFE, CFCI, or other relevant certification Bachelor's Degree Bilingual (English, Spanish) Things You Need to Know Before You Apply Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequent While performing the duties of this job, the employee is regularly required to sit; use hands and fingers, handle or feel; reach with hands and arms; and talk or hear Specific vision abilities required by this job include close vision, distance vision, peripheral vision and ability to adjust focus The employee will make extensive use of the telephone/digital communications requiring the ability to effectively and accurately explain complex information Work Environment 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. May occasionally require an adjusted work schedule, more than 40 hours a week, and does require evening/weekend hours Frequent computer use at a workstation up to two hours at a time The noise level in the work environment is usually moderate Additional Job Information Reports To Supervision Exercised Department Manager, Card Fraud Services None Asset Protection (ERM) #INDUFCU

Job Summary: Responsible for overseeing the financial and accounting functions of the bank, ensuring regulatory compliance, financial accuracy, and operational efficiency. Education/Experience: A minimum of the following education/experience is required: Bachelor's degree in business and 5 years' accounting experience, CPA required; or Bachelor's degree and 10 years' bank accounting experience, CPA preferred Job Specific Responsibilities: Oversee daily accounting operations, including accounts payable, general ledger, and financial reconciliations. Prepare and analyze financial statements, ensuring compliance with GAAP and banking regulations. Monitor cash flow, liquidity, and capital adequacy to ensure financial stability. Manage the month-end and year-end closing processes. Ensure timely and accurate regulatory filings, including reports to the FDIC, OCC, and Federal Reserve. Ensure compliance with banking laws, financial regulations, and internal policies. Oversee internal controls, identifies areas of financial risk, and implements corrective actions. Assist with external and internal audits, ensuring proper documentation and adherence to compliance standards. Stay updated on changes in financial regulations and accounting standards. Develop and manage the bank's annual budget, ensuring alignment with strategic goals. Provide financial analysis and forecasts to support decision-making by management. Monitor variances and financial performance, recommend cost-saving measures where necessary. Supervise and mentor accounting and finance staff. Collaborate with other departments to ensure financial integrity and operations efficiency. Assist in strategic planning and financial goal setting for the bank. Other duties as assigned. Required Technical Knowledge: General computer skills Microsoft Office, specifically Word and Excel Expectations of an Employee: Work well independently Treat all customers and fellow employees with respect Exceed customer expectations Meet customer needs Maintain confidentiality of all bank records Conduct interactions with honest, ethical, and strong moral principles Perform at the highest level Take responsibility for actions Do what is expected Lead by example and take initiative Work as a team Efficiently share information in a collaborative and proactive manner Pay attention to detail Solve problems Make sound decisions Manage time effectively Prioritize effectively Perform multiple tasks simultaneously Show up for work and is on time Comply with all laws and regulations Complete all required training Adhere to Bank Values Supervisory Responsibilities: Yes Amount of Travel: Up to 10% Physical Requirements: May need to sit/stand for long periods of time Sustained visual concentration while working at the computer Typing on a keyboard for long periods of time Handle high stress environment Maintain professional appearance Benefits Include: Medical, Rx, Dental, and Vision insurance HSA, FSA, and Limited FSA Employer paid and voluntary Life Insurance/AD&D Short-Term Disability Long-Term Disability Accident/Hospital Indemnity/Critical Illness voluntary plans Identify Theft Protection 401k with employer match Vacation, Sick Leave, and Holiday pay Tuition Reimbursement Gym membership discounts Annual payrate increases Incentive-based bonuses It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state, or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer.

The Fintech Partnerships Lead supports UFCU's fintech and innovation agenda by managing key partnerships, pilots, and fintech ecosystem engagements. Reporting to the Director, Fintech Strategy & Partnerships, this role focuses on execution, coordination, and relationship management across the fintech portfolio. This role works closely with Product Owners, Researchers, and cross-functional partners to ensure fintech collaborations are well-integrated, efficiently delivered, and generate measurable value for members. This role bridges external innovation with internal experimentation by coordinating fintech engagements, aligning pilot planning with member research, and tracking results to support decision-making. The Fintech Partnerships Lead also engages within the broader fintech ecosystem, including accelerators, investment networks, and peer credit unions, to identify emerging opportunities that align with UFCU's strategic goals. 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. Essential Functions Fintech Relationship and Portfolio Management Manage day-to-day relationships with fintech partners, ensuring alignment with UFCU objectives and member experience priorities. Coordinate onboarding, integration, and partnership activities in collaboration with Product Owners, Technology, Compliance, and Operations teams. Maintain a comprehensive fintech portfolio tracker that captures partner status, performance metrics, and outcomes. Support vendor assessments, due diligence, and risk reviews for new and existing partnerships. Serve as the central point of contact between fintech partners and internal stakeholders to ensure coordination and transparency. Pilot Coordination and Delivery Plan and coordinate pilot projects from initiation through completion, ensuring objectives, scope, and milestones are achieved. Facilitate internal readiness across business and technology teams for successful pilot launches. Partner with the Director, Fintech Strategy & Partnerships to evaluate pilot results and develop recommendations for scaling or next steps. Document learnings and process improvements to enhance UFCU's pilot management framework. Collaboration with UFCU's Insights Studio (Research Lab) Partner with UFCU's research team to integrate research, testing, and member feedback into fintech pilots and proofs of concept. Work with the Senior Researcher to align pilot timelines with research cycles, usability testing, and validation activities. Ensure findings from moderated and unmoderated research are incorporated into pilot planning and partner discussions. Coordinate with researchers to translate member insights into actionable design and experience improvements. Communicate research-informed insights and pilot outcomes to internal stakeholders and partners. Ecosystem Engagement and Opportunity Scouting Monitor fintech trends and emerging technologies across key domains such as payments, lending, data enrichment, and member personalization. Build and maintain relationships with fintech accelerators, venture partners, and peer credit unions to identify future opportunities. Represent UFCU at industry events such as Finovate, VentureTech, Fintech Meetup, and other related conferences. Provide regular updates and insights to the Director, Fintech Strategy & Partnerships and other internal teams. Cross-Functional Collaboration Collaborate with Product Owners and Project Managers to translate fintech capabilities into member-facing solutions. Partner with Marketing and Communications to support launch announcements, member awareness, and engagement campaigns. Contribute to internal reporting, including updates to various committees and senior leadership. Other Adheres to all company policies, procedures, and business ethics codes. Completes required regulatory training as assigned. Maintains strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations. Knowledge/Skills/Abilities Knowledge Advanced understanding of credit union, banking, or fintech environments, with the ability to navigate partner, compliance, and technology considerations. Strong knowledge of digital banking ecosystems, including platforms such as Backbase, Q2, Lumin, or Alkami, and middleware solutions such as Mulesoft or PortX. Familiarity with fintech investment networks, accelerators, and collaborative partnership models, including CUSOs. Solid understanding of user research principles and how research informs product validation, pilot design, and member experience outcomes. Awareness of how fintech strategy integrates across business units such as Product, Technology, Operations, and Member Experience. Skills Advanced relationship management and stakeholder communication skills to effectively coordinate with partners, Product Owners, and cross-functional teams. Skilled in project planning, coordination, and reporting to support pilot execution, readiness, and performance visibility. Ability to analyze pilot data, synthesize findings, and deliver actionable insights that inform strategic decisions. Proficiency with collaboration and productivity tools such as Microsoft 365, project tracking software, and vendor management systems. Strong organizational and documentation skills with the ability to manage multiple workstreams and meet timelines. Abilities Ability to lead and influence cross-functional teams without direct authority while maintaining alignment and accountability. Capability to bridge external innovation with internal operational goals and translate fintech capabilities into measurable member value. Strong critical thinking and problem-solving abilities with attention to both strategic context and operational detail. High degree of adaptability and curiosity, with the ability to learn quickly and adjust in a fast-evolving fintech landscape. Core Competencies Demonstrating Member Obsession Puts themselves in the Member's shoes Looks for friction points Makes it personalized and easy Demonstrating Performance Excellence Sets standards for elevating excellence Ensures elevated quality Takes responsibility Conducts continuous improvement Demonstrating Innovation Challenges current thinking Approaches change with a positive mindset Experience Minimum Requirements Bachelor's degree in Business, Finance, Technology, or a related field, or equivalent combination of education and experience. Five to seven years of work experience directly related to fintech partnerships, vendor management, or digital product delivery. Demonstrated experience coordinating cross-functional initiatives within financial services, fintech, or credit union environments. Proven ability to manage multiple partnerships, pilots, or vendor relationships from initiation through delivery. Strong analytical skills with the ability to evaluate performance metrics and translate insights into recommendations. Effective communication and relationship management skills for interacting with partners, internal teams, and leadership audiences. Proficiency with collaboration tools such as Microsoft 365 and project or vendor management systems. Must be bondable. Preferred Requirements Experience working in a credit union, banking, or fintech environment. Familiarity with digital banking platforms such as Backbase, Q2, Lumin, or Alkami, and middleware solutions such as Mulesoft or PortX. Exposure to fintech investment networks, accelerators, and collaborative partnership models, including CUSOs. Understanding of user research and its application in pilot design and product validation. Professional certifications in project management, product management, or business analysis (e.g., PMP, CSPO, CBAP) are beneficial. Additional language proficiency is a plus, particularly in Spanish. Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Frequent While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. Employee will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position requires frequently working onsite at UFCU Plaza in Austin, Texas. This position may involve periodic stressful conditions. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. May occasionally move from one work location/branch to another. Public contact position, requiring appropriate professional appearance. Frequent computer use at a workstation of up to two hours at a time. The noise level in the work environment is usually moderate.

and Objectives The Mortgage Compliance Officer is responsible for helping ensure that the Credit Union's mortgage lending activities comply with all applicable federal, state, and local laws and regulations. This role involves assisting with developing, implementing, and maintaining compliance programs, policies, and procedures to mitigate risk and ensure adherence to regulatory requirements. Major Duties and Essential Functions Support the credit union's mortgage compliance program. Maintain up-to-date knowledge of mortgage lending laws and regulations, including but not limited to the Equal Credit Opportunity Act (ECOA), Home Mortgage Disclosure Act (HMDA), Fair Housing Act (FHA), Truth-in-Lending Act (TILA), Real Estate Settlement Procedures Act (RESPA), TILA-RESPA Integrated Disclosures (TRID, Ability-to-Repay/Qualified Mortgage Rule (ATR/QM Rule). Stay abreast of new regulations and any changes to existing regulations impacting mortgage lending. Monitor and interpret regulatory changes affecting mortgage lending and work with departments to ensure timely implementation of necessary adjustments, to include updates to policy and procedures. Stay abreast of all new regulatory/legal compliance issues related to mortgage lending, which are in the "pipeline" and develop a high-level analysis of how new regs will impact Texans' business processes. Develop a milestone chart or other mechanism to manage the pipeline. Review forms, disclosures, and other documents to validate information and ensure compliance with applicable laws and regulations. Conduct regular compliance quality control reviews and work with department leadership to develop corrective action plans. Document and report the results of each review to management. Provide guidance to staff on mortgage compliance matters, including new regulations and best practices, ensuring staff are informed of new obligations and partnering with the department leadership to operationalize. Assist in managing the review and approval process for marketing materials, customer communications, and operational changes to ensure compliance with regulations. Participate in projects to develop and implement new mortgage products, services, or processes to provide relevant input to ensure regulatory compliance. Prepare and submit required regulatory reports and filings in a timely manner. Act as the SAFE Act Officer for the Credit Union. Partner with department leadership to respond to any regulator and/or auditor finding that require response & remediation. Other duties as assigned. Requirements Specific knowledge, skills, and abilities required for this position: In-depth knowledge of federal and state regulations affecting mortgage lending. Specific knowledge of mortgage lending policies, procedures, services and products effecting operations General knowledge of Credit Union or financial institution operations Ability to read, analyze and interpret policies, procedures, technical journals and legal documents Ability to respond to common and complex mortgage compliance inquires Ability to communicate effectively with all levels of employees and across departments, both orally and in writing, and establish and maintain effective working relationships Ability to effectively manage time, prioritize work; be detail oriented; handle multiple tasks; and select appropriate courses of action Ability to work independently, with limited supervision, and as member of team, and to be accountable for decisions Ability to think critically, exercise judgment and sound discretion Ability to proficiently use MS Office products and Adobe Pro Education: Bachelor's degree in finance, business administration, or a related field. Experience: Minimum of 3 years of experience in mortgage compliance or a related role within the financial services industry. An equivalent combination of education and experience may be considered. Professional certifications such as Certified Mortgage Compliance Professional (CMCP) or similar are preferred.

and Objectives This position exists to provide superior quality customer service to members who are in the process of obtaining a 1st Mortgage, Home Equity Loan, Home Equity Line of Credit and Home Improvement Loan. Mortgage Loan processors will process all loans in a timely and accurate manner. The employee will maintain an open line of communication with the member and/or branch personnel as all necessary paperwork and documents are being gathered. The employee will review all needed conditions of loan approval (i.e. appraisal, title, flood certifications and income verification) to ensure compliance to Texans Credit Union Policy, State and Federal regulations. Additionally, employee is responsible for preparing/distributing the required preliminary initial disclosures within the requisite time-frame per federal requirements, preparing closing documents and coordinating/scheduling loan closing dates. Major Duties and Essential Functions Comprehensive review and analysis of 1st Mortgage, Home Equity Loans, Home Equity Lines of Credit, Lot Loans, Construction Loans, and Home Improvement loans (purchase and refinance). Provide timely and accurate review of conditions of loan approval Calculation of basic income 1st line of appraisal and title review Establish timely and proactive communication routines to follow up on conditions of loan approval and loan status updates with our members and/or branch personnel Order and follow-up on vendor related documents (appraisal, title, flood certifications) Prepare and distribute preliminary initial disclosures Prepare and distribute loan closing documents Schedule loan closing appointments and coordinate with branch personnel Proactively manage loan pipeline Complete loan funding process 1st level escalation support Performs additional duties as assigned Provide utility and support in the following areas Home Equity Line of Credit (HELOC) Conversions Home Improvement Loan Draw Conversions Review and Monitor HELOC expiration C-View reporting. Prepare HELOC expiration letters (3 month and 9 month period Positions directly supervised: None Requirements Specific knowledge, skills, and abilities required for this position: Good working knowledge and proficient understanding of Texas 1st Mortgage and Home Equity Lending and Requirements Proficient in Mortgage/Home Equity loan processing with a good understanding of Mortgage/Home Equity products Excellent written and verbal communication skills Strong interpersonal skills to interact with members, vendors and other internal departments Detail oriented Ability to work independently and also thrive in a team and a fast-paced, ever-changing high production loan environment Good computer skills and a working knowledge of Microsoft Office products including Excel Excellent time management and organizational skills Fundamental understanding of FISERV Velocity and OSI/DNA systems Good working knowledge of CFPB-Dodd/Frank Ability to Repayment requirements and TRID regulatory parameters Education: Equivalent to a high school education Experience: Minimum 3 years of similar or related experience in Mortgage/Home Equity loan processing

Provides administrative support to include answering multi-line phone system, maintaining department records and credit union corporate records for various audits, investor application packages, and annual investor re-certifications and assists with vendor due diligence activities. Composes correspondence to internal and external recipients, oversees incoming mail distribution, and supports outgoing courier needs. Prepares various production reports and graphs for board presentations, department meetings, and standard departmental month end reports. Arranges appointments, schedules meetings, and maintains departmental calendars. Assists in updating procedural manuals and business continuity planning materials. Manages all incoming invoices, verifies their accuracy and budget limitations, and ensures prompt and timely payment. Orders supplies, subscriptions and maintains office equipment. Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values. High school diploma or equivalent. Minimum of three (3) years of administrative experience preferably in a financial institution. Strong understanding of financial / lending terminology. Excellent written/verbal business communication skills, advanced knowledge of grammar with a strong attention to detail. Advanced knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, and Access).

The Manager, Mortgage Loan Processing embodies member advocacy and results orientation, coordinates and directs all mortgage loan processing activities, and monitors the performance of the mortgage loan processing team. This role helps recruit and hire new operations team members and provides ongoing training, support, and problem solving while upholding the Credit Union's mission, vision, and values. The Manager, Mortgage Loan Processing reports to the Senior Manager, Mortgage Loan Operations. 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. Essential Functions Coaching and Mentoring Provide ongoing coaching and leadership development to team members Continually seek opportunities for ongoing professional growth and learning for themselves as well as their team. Utilize leadership and motivational techniques to create and maintain a positive work environment and a high-performing, cohesive team. Contribute to the evolution of UFCU's culture and strategic vision as well as the achievement of organizational and team goals. Mortgage Loan Processing Management Manage and provide oversight of mortgage processing loan production, lending compliance, quality assurance, and adherence to policies and procedures. Facilitate daily problem solving, including teaching team members where to find the answers and assisting with income calculations on all income types as needed. Stay current on guidelines, industry standards, laws, regulations, and compliance for all loan products, including Conventional, FHA, VA, USDA, and Non-QM lending. Expertly demonstrate knowledge of aspects within the processing functions and effectively provide direction in mortgage processing activities in support of lending operations and core UFCU values. Maintain and build positive relationships with key vendors and other internal and external partners including the lending management team. Pipeline Management Manage the pipeline daily to ensure loans are progressing in a timely manner to keep the daily report as accurate as possible. This includes monitoring milestone turn times throughout the process. Manage the distribution and balance of the workload including reassignments amongst the teams to provide a consistent member experience. Work with Senior Manager, Mortgage Operations to establish team and individual goals. Staffing and Training Assist Senior Manager, Mortgage Operations to recruit and hire new team members. Provide ongoing training and support of mortgage processing team, including continuous process management and improvement, and work with Underwriting and Quality Control to discover trends and opportunities for training. Lead onboarding and training of new processors. Oversee scheduling and timecard management. Work with the team to manage the schedule to ensure adequate coverage to provide consistent member experience. Assist with coverage when team members are out of the office. Other 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 regulations. Knowledge/Skills/Abilities Expert knowledge of current mortgage lending laws and regulations, understanding of documentation relating to residential real estate lending, and familiarity with credit union philosophies and practices. Fully knowledgeable of all aspects of the federal and state regulations dealing with Mortgage and Home Equity lending. Expert knowledge of mortgage lending file organization and the related documentation associated with mortgage files. Well-developed ability to manage multiple tasks/projects and deadlines simultaneously. Strong knowledge of the mortgage process, documentation, requirements; governmental and agency requirements; and terminology. Strong verbal and written communication skills. Superior customer service skills are essential. Ability to consistently and effectively make evaluative judgments. Core Competencies Delivering Member Obsession Seeks to understand customers Identifies customer service issues Drives member-focused practices Assures member satisfaction Delivering Performance Excellence Maintains focus Measures progress and outcome Ensures accountability Delivering Innovation Inspires curiosity Challenges current thinking Supports experimentation Advances ideas to the next stage Experience Minimum Requirements High School Diploma or equivalent Minimum of five (5) years mortgage lending experience Minimum of three (3) years of formal or informal management and leadership experience developing, influencing, or leading teams. Must be bondable. Preferred Requirements Bachelor's degree Experience in mortgage loan processing, underwriting, and/or shipping. Prior credit union experience. Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear. Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus. Employee will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately. Work Environment The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job. This position is required to frequently work at UFCU Plaza in Austin, Texas. May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. May occasionally move from one work location/branch to another. This position may involve periodic stressful conditions. Public contact position, requiring appropriate professional appearance. Frequent computer use at a workstation of up to two hours at a time. The noise level in the work environment is usually

- Purpose and Objectives: Lead and develop a team of MSRs and Senior MSRs with the goal of providing excellent service to members in transactions, accounts, and loan servicing. This will be achieved through various communication channels to include chat, text, phone, ITM, and video. This team does back up the phone lines in peak volume periods or times of staffing gaps. Lead assigned team toward the achievement of member satisfaction, referral generation, and long-term account goals in line with company strategic objectives. Duties and Essential Functions: Serves as Manager on Duty. Through proactive, engaging and positive leadership, lead team to meet or exceed established team goals as set by management. Provide ongoing training and monitor the team via observed digital engagements and side by side observations to ensure understanding of the product/service, ongoing fees, etc. Provide oversight and direction to new hires during their OJT (On-job training period) with training/coaching and providing support, for their first 120 days and responsible for final sign-off. Support team and company by logging into the queues during peak times. Assist in hiring process, progressive discipline, and performance plan review both monthly and annually Handle and resolve member complaints for any area of the Member Connect team in a timely manner. Learn, understand, support, and build comprehensive knowledge on all credit union products and services, policies and procedures as well as applicable rules and regulations and how they apply to the Member Connect environment. Proactively establish and maintain effective working team relationships with all support departments. Adhere to all company policies, procedures and business ethics codes. Assess existing processes and procedures and provide feedback on an ongoing basis to better operational efficiency. Properly log and track all member contact and interaction (transactions, inquiries, concerns, etc.) utilizing proper procedures. Perform other duties as necessary to achieve the goals of the Member Connect team and Texans Credit Union as a whole. Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position. Positions directly supervised: Member Connect MSR & Senior MSR primarily for digital services. Agents may be needed directly to support the phone queues during high volumes and supervisor will manage team according to performance in either area. Requirements Specific knowledge, skills, and abilities required for this position: Excellent consultative and coaching skills Excellent written, oral communication and phone service skills Ability to handle tense situations with diplomacy and professionalism Experience in being Manager on Duty for entire department(s). Computer literacy required Ability to multi-task; good time management skills Proven communication and diplomacy skills to work cross-functionally to influence others, drive results/change, and implement new processes & procedures. Strong PC skills in Microsoft Office (Word, Excel, Outlook, PowerPoint, Visio) and specific knowledge of systems and applications used to support a call center environment Education: Associates degree, professional certification is a plus Experience: • 2 - 3 years' Experience within the Financial Industry is required • 2 - 3 years' Call Center experience is strongly preferred

Job Summary: The Personal Banker I will open various deposit accounts; input, close and fund consumer loans, as well as serve as the Banks primary contact. Education/Experience: A minimum of the following education/experience is required: High School Diploma/GED and 3 years' experience in banking Job Specific Responsibilities: Recognizes and discovers financial needs of customers and works to find the best solutions for each. Develops and maintains positive long term relationships with customers. Listens to and resolves customer complaints. If needed, escalates to branch manager or Personal Banker II. Prepares new IRA's, transfers, rollovers, conversions, death claims, contributions, and distributions of IRA's. Processes deposits, withdrawals, and cash flow at a teller window as needed. Opens checking, savings, money market and certificates of deposit accounts. Orders check and ATM/Debit cards and provides starter checks for new accounts. Displays knowledge and proficiency in explaining, selling, and administering products. Analyzes customer information to identify opportunities for growth and expansion of services. Identifies cross-selling and referral opportunities. Understands required documents to open consumer and business accounts. Maintains knowledge of consumer and business ownership types. Assists customers with card disputes, fraudulent activity, and stop payment processes. Backs up the teller area when needed. Originates, processes, and closes consumer loans. Maintains a current knowledge and consistent compliance with Bank Secrecy Act (BSA) requirements (knowledge of the CIP and Beneficial Ownership process). Maintains current knowledge and consistent compliance with other banking Regulations and bank policies and procedures related to the position. Other duties as assigned. Required Technical Knowledge: General computer skills Microsoft Office, specifically Word and Excel Expectations of an Employee: Treat all customers and fellow employees with respect Exceed customer expectations Meet customer needs Conduct interactions with honest, ethical, and strong moral principles Perform at the highest level Take responsibility for actions Do what is expected Lead by example Work as a team Efficiently share information in a collaborating and proactive manner Pay attention to detail Solve problems Make sound decisions Manage time effectively Prioritize effectively Perform multiple tasks simultaneously Show up for work and be on time Comply with all laws and regulations Complete all required training Supervisory Responsibilities: None Amount of Travel: None Physical Requirements: May need to sit for long periods of time Sustained visual concentration while working at the computer Typing on a keyboard for long periods of time Handle high stress environment Benefits Include: Medical, Rx, Dental, and Vision insurance HSA, FSA, and Limited FSA Employer paid and voluntary Life Insurance/AD&D Short-Term Disability Long-Term Disability Accident/Hospital Indemnity/Critical Illness voluntary plans Identify Theft Protection 401k with employer match Vacation, Sick Leave, and Holiday pay Tuition Reimbursement Gym membership discounts Annual payrate increases Incentive based bonuses It is the policy of FirstBank Southwest to provide equal opportunity employment (EOE) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, FirstBank Southwest will provide reasonable accommodations for qualified individuals with disabilities. FirstBank Southwest is an affirmative action employer. Qualifications

Member Services Representative I The Member Services Representative I (MSR I) serves as the primary point of contact for Member inquiries by telephone utilizing a computerized system. Has a passion for service excellence, and responds to a high volume of calls by providing assistance and information regarding UFCU products and services. Responds to Member requests that are routine in nature, requiring limited judgement, and under direct supervision. The MSR I effectively asks appropriate questions to understand Member needs and effectively communicates information to identify solutions and resolve Member issues. Provides services that are accurate, prompt, and professional to ensure that Members have the best experience possible. This position will require at least 50% in person work at our Headquarters location in Austin and working Monday-Friday, 8 a.m.-5:30 p.m. and every other Saturday, 10 a.m.-2 p.m. About UFCU As Austin's largest locally-owned financial institution, University Federal Credit Union is a financial institution owned by, dedicated to, and always working for our Members. Our mission at UFCU is simple: To advance opportunities for quality education, employment, and housing. We're proud to focus on people - not profits. We deliver fair and honest products and outstanding service, and we work collaboratively within our organization as well as our community to help Members achieve their personal and financial goals. Consistently receiving awards as the Top Credit Union and Top Mortgage Company, Healthiest Employer, Gallup's Exceptional Workplaces, and Best Places for Working Parents, UFCU is proud of its people-first culture. We value our employees as much as our Members. We offer an environment where people care about each other - like family. If you want to love what you do, make an impact in your community, and have the power to help people change their lives - then we're glad you're here. Essential Functions (What you do) Provide an excellent Member experience by: Completing requests including but not limited to account inquiries, fund transfers, debit and credit card inquiries and transactions, and assisting with fraud cases are required Asking appropriate questions to determine Member needs and identify solutions Ensure adherence to defined quality management guidelines for each member interaction Work effectively as part of the team in meeting assigned metrics including service level requirements, AUX and hold times, that allow for optimal answering and serving of all Work closely with other departments to provide members with solutions that are beyond areas of expertise Answer all calls demonstrating strong professional telephone etiquette 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 regulations. Knowledge/Skills/Abilities (What you know) Effective phone communication skills Strong verbal and written communication skills Ability to demonstrate excellent teamwork skills and contribute to team success by treating others with respect, courtesy, and displaying a “what can I do to help?” attitude Strong organizational and time management skills Strong attention to detail Ability to multi-task, including navigating between computer applications while speaking with Members on the phone Proficient in a Windows environment, with the ability to operate office equipment Ability to work independently but with direct supervision as necessary, and exercise judgment, logic, integrity, and initiative Ability to maintain confidentiality Competencies (How you behave) Building Member Loyalty Building Partnerships Communication Emotional Intelligence Adaptability Focus on Results Decision Making Experience (What you have done before) Minimum Requirements (Must have) High school diploma or equivalent One (1) year of customer service, call center, or related high-volume call experience One (1) year of effectively using multiple computer programs simultaneously Ability to work comfortably in a fast-paced, high-volume call center Bachelor's Degree may substitute for customer service or call center experience Demonstrated timely, consistent job attendance history Must be bondable Preferred Requirements (Nice to have) English/Spanish bilingual Credit Union experience Knowledge of accounting, credit and lending principles Knowledge of credit union products and services, policies, procedures, laws and regulations Culture Fit Civic Responsibility Continuous Improvement Customer Focus Interdepartmental Cooperation Personal Growth Things You Need to Know Before You Apply Physical Demands The physical demands described are representative of those that must be met by an employee, with or without accommodation, in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Frequent Sitting Use of hands to finger, handle or feel Use of hands and arms to reach Extensive use of the telephone, requiring the ability to effectively listen and accurately explain Complex information Extensive use of the computer, requiring the specific vision abilities including close vision, distance vision, peripheral vision, and the ability to adjust focus Work Environment 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 requires working frequently at UFCU Plaza in Austin, Texas. This position may involve periodic stressful conditions May occasionally require an adjusted work schedule, overtime, and evening/weekend hours Frequent computer uses at a workstation up to two hours at a time The noise level in the work environment is usually loud