HR Manager
United Heritage Credit Union job in Austin, TX
This position will be working at our Headquarters Building in North Austin (HWY183/Oak Knoll). This position is fully in-person at our offices. We are seeking a skilled HR Manager to oversee and coordinate the day-to-day operations of core functional areas of the HR department including; employee relations, payroll, compensation, benefits and leave administration, performance management, HRIS management, and legal regulatory compliance.
The HR Manager works in conjunction with the VP of HR to make recommendations for efficiency and innovative enhancements, while ensuring the department and organization maintains compliance with federal, state, and Credit Union regulations and policies.
If you thrive in a dynamic, fast-paced environment and possess excellent organizational and problem-solving abilities, as well as a roll-up-your-sleeve's mentality, this may be the job for you!
At UHCU, you can expect competitive pay including a comprehensive and generous benefits and PTO package. Our HR team is located at our HQ building in North Austin by the 183/Oak Knoll exit (Riata Trace) and offers amenities such as a fitness center, yoga room, free breakfast or lunch on Thursdays (e.g., FOOD TRUCKS!!), outdoor dining area and café with a micro market.
What you will do:
Leadership & Team Development
* Directly and indirectly oversee the completion of prioritized deliverables to ensure a positive employee life-cycle experience.
* Create a high-performing and professional, service-driven culture by developing HR Generalists through effective training, coaching, individual development plans, and delivering annual performance reviews.
* Establish effective communications and create a positive employer-employee relationship by recognizing staff through motivation, feedback, reinforcement of positive skills, and identifying areas of improvement.
* Perform necessary personnel actions, such as interviewing, hiring, transfers, promotions, disciplinary actions, and terminations.
* Effectively lead the HR Generalists through change management in partnership with other Credit Union departments, as necessary.
Human Resources Operations & Compliance
* Under the direction of the VP of HR, assist with the development and implementation of HR policies, programs, and procedures. Prepare and manage employee handbook, Departmental performance standards, and various Credit Union policy updates as organizational changes are made, in accordance with the law.
* In collaboration with the VP of HR and Employee Engagement Manager, develop effective organizational communications, including informative resource pages, emails, job aids/guides, and other materials for respective change management and HR initiatives.
* Continuously seek and support new approaches, practices, and processes to improve the efficiency and consistency of Human Resources operations.
* Assist the VP of HR with required government reporting and annual filings, such as but not limited to EEO-1 reporting and ACA filling, while ensuring records, reports, and logs adhere to applicable rules and regulations.
Compensation & Benefits
* Communicate with various levels of management about compensation, benefits, and other facets of employment.
* Assist the VP of HR to ensure compensation and benefit plans are administered consistently and in accordance with plan documents and applicable laws and regulations.
* Collaborate with the VP of HR to implement competitive compensation solutions, practices, and plans that support a strong market-based pay for performance environment.
* Partner with Managers to compose s and ensure current job descriptions are consistently maintained in order to keep information up-to-date and accurate. Determine job classification and salary range utilizing benchmarking against survey data and market intelligence.
* Lead the full life-cycle of the annual Open Enrollment process and provide hands-on support to the HR Generalists, as needed.
Payroll & HR Information System
* Oversee and ensure accurate, compliant, and timely execution of payroll and provide hands-on support to the HR Generalists with day-to-day payroll issues. Analyze payroll audit reports to ensure the integrity of the HR Information System (HRIS) and payroll process.
* Manage quarter and year-end activities and work with the HR Generalists to ensure timely and accurate distribution of annual earnings statements (W-2s) as well as annual ACA reporting. Act as a hands-on subject matter expert for all aspects of the ACA.
Employee Relations & Performance Management
* Effectively communicate with management to provide proper direction and guidance on employment issues including disciplinary actions, behavior and conduct issues, terminations, leave administration, workplace conflict, and other HR related issues. Escalate complex situations to the VP of HR, as needed.
* Manage the internal employment investigation process, working with managers to facilitate investigations and actively participate when necessary. Partner with the VP of HR and legal counsel to address escalated employee relations matters and mitigate organizational risk.
* Consult with management in developing employee performance improvement plans. Partner with management to ensure proper policies and procedures are followed when preparing notices related to employee counseling and disciplinary action.
What you will need to succeed:
Minimum Qualifications
* Bachelor's degree from an accredited college or university in Human Resources, Business Administration, Management, or other related field.
* Minimum 5 years of demonstrated Human Resources experience with an increasing level of responsibility related to a broad range of HR functions, including but not limited to compensation, benefits, payroll and HRIS administration, employee relations and performance management.
* Minimum 3 years in a human resources management-level role with responsibility for creating functional objectives for direct reports.
* Exceptional knowledge and demonstrated experience with state and federal employment laws and regulations pertaining to benefits, compensation, payroll, and leave of absence administration (e.g., FMLA, ADA, ACA, COBRA, EEO, etc.).
* Demonstrated experience overseeing full-cycle payroll processing, servicing 200+ employees utilizing a modern HRIS.
* Strong attention to detail, time management skills, and ability to think critically and anticipate issues before they arise. Verbal and written communication skills with ability to work collaboratively and supportively with individuals, groups, management, and other organizational units to achieve business strategies, goals and objectives.
* Advanced skills in Microsoft Excel and data manipulation.
Preferred Qualifications
* Master's of Business Administration (MBA), Human Resources, or advanced degree.
* 5+ years of experience in a financial institution or related industry with responsibilities related to developing and implementing large-scale human resources initiatives.
* 5+ years of management experience with responsibility for creating functional strategies and specific objectives for a human resources team; including responsibilities for coaching, mentoring, developing and motivating staff.
* Experience scaling and managing a human resources team with at least 5 direct/indirect reports.
* Experience developing and monitoring HR metrics and organizational dashboards (e.g., Smartsheet) to support planning and decision making.
* Demonstrated expertise with HRIS database management, advanced reporting, analysis, audits, compensation market data systems, engagement and performance management systems.
* Experience using ADP Workforce Now.
* PHR/SPHR or SHRMCP/SCP certification.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
* Competitive Benefits Package
* 401(k) options (Pre-Tax and/or Roth)
* Generous paid time off (PTO)
* Education Reimbursement Program
* Opportunity to Advance!
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidate
Call Center Specialist
United Heritage Credit Union job in Austin, TX
Location: This position will be working remotely on Mondays, Wednesdays, and Fridays and will be working in person at our Headquarters location in North Austin on Tuesdays and Thursdays. Schedule: Flexible availability to work an 8-hour shift during the business hours between 8:00am-6:00pm Monday through Friday and rotating Saturdays 9:00am-2:00pm to meet contact center scheduling needs.
On the Contact Center team, you can expect competitive pay including a comprehensive and generous benefits and PTO package. In addition, you'll be provided with ongoing training and career growth opportunities. Our team is located at our HQ building in North Austin by the 183/Oak Knoll exit (Riata Trace) and offers amenities such as a fitness center, yoga room, free breakfast or lunch on Thursdays (e.g. FOOD TRUCKS!!), outdoor dining area and café with a micro market.
This is a great opportunity for someone in early career, looking for a new opportunity in customer service, or an experienced customer service professional.
We are looking for candidates who are committed to providing that exceptional customer service experience to our members at UHCU! In this position, you will be answering an average of 60-100 incoming calls daily, averaging a 3-5-minute talk time as well as answering member's questions via email and chat. You will provide superior customer service to our members regarding UHCU products and services. This position requires a high level of professionalism, organization, and attention to detail. You will be responsible for delivering the right solutions, including additional Credit Union products and services, to meet members' financial needs and exceed their expectations.
In this role with UHCU you will get to:
* Problem solve by helping members with account questions and concerns in queues.
* Perform account maintenance or updates.
* Use multiple systems to process a member's request.
* Become a financial coach to our members by giving them guidance on the best products and services for them.
* Help our members grow financially.
* Be a team player and collaborate with peers and leaders to make member services better.
* Complete research and resolve discrepancies as needed. Forward more complex issues or requests to Senior Contact Center Specialists as appropriate.
* Maintain a high level of accuracy with minimal errors or outages.
* Adhere to Contact Center Identification (ID) Verification Guidelines in order to protect our members and the Credit Union.
* Receive coaching and feedback to help you grow and develop in your career.
What you will need to succeed:
* Excellent listening ability and strong verbal communication skills.
* Ability to multitask in a fast-paced and changing team environment.
* Passion for providing outstanding service by empathizing with our members.
* Strong attention to detail, with a focus on accuracy and quality of work.
* The ability to collaborate with team members.
Minimum Qualifications
* High school diploma or GED equivalent required.
* Minimum 1-3 years of recent customer service, call center, account resolution or related experience required. Financial services and banking experience strongly preferred.
* Demonstrated experience processing detailed information in an accurate and thorough manner.
* Manage workflow through various customer service channels including phone queues, email, and chat functions.
* Demonstrated experience and ability to work with a wide variety of internal and external clients providing effective interpersonal communication and team skills.
* Understanding of MS Office Suite with intermediate technical and computer skills; ability to navigate quickly within various computer programs.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.5 billion in assets, more than 77,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
* Competitive Benefits Package
* 401(k) options (Pre-Tax or Roth)
* Generous paid time off (PTO)
* Tuition Reimbursement Program
* Opportunity to Advance!
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case
Indirect Loan Processing Supervisor
Austin, TX job
Job Type: Full-Time- Remote
Exemption Type: Exempt
Wage Amount: $59,423 yearly Minimum
Primary Functions
The primary purpose of this position is the operational oversight of A+ Federal Credit Union s indirect loan processing department. As part of the lending leadership team, this role will be responsible for ongoing process improvements, supporting indirect program management, and fostering a success-driven team environment. The Indirect Loan Processing Supervisor will also lead departmental projects, maintain operational procedures, serve as a point of contact for dealerships and third-party partners, and collaborate with stakeholders across the credit union to drive indirect program success.
Employee Management
Supervise the daily operations of the Indirect Processing team, including scheduling, hiring, training, coaching, time keeping, and payroll.
Update team timecards and monitor accrued leave as needed.
Provide support and development dialogues for the Indirect Processing team.
Schedule and coordinate team huddles, department dialogs and individual dialogs with staff.
Maintain ongoing team training and career development plans including product knowledge, departmental cross-training, and applicable regulatory compliance.
Complete employee performance observations and evaluations, including promotion recommendations or corrective actions, as needed.
Departmental Support
Monitor and manage the indirect processing queues and service level agreements with members, dealerships, and other indirect partners.
Collaborate with consumer lending leadership to develop cross-training plans, metrics, productivity expectations, service level standards, tracking/reporting and production scorecards for the Indirect Processing team.
Manage the monthly dealer reserve process, including reports, balancing and dealer notifications.
Foster a positive environment of communication and feedback with internal departments, dealers and other indirect partners.
Resolve disputes and escalations from members and dealers, and any other service-related issues.
Assist Collections and lending leadership with collections, repossessions, and buyback situations for indirect loans.
Complete overrides and approvals as needed, within established policies and procedures.
Support the Indirect Processing team with processing, funding, and resolving funding issues as needed.
Program/Project Support
Assist consumer lending leadership with managing indirect programs and partnerships, monitoring product origination and portfolio performance, and developing data-driven strategies to meet established goals.
Support department and business unit projects, create project plans and change requests, lead project meetings, and manage communication with stakeholders and project team members.
Access and utilize available data to build/maintain production reports for Indirect Processing team activities, product or vendor performance.
Miscellaneous
Participate in departmental planning and budgeting for staffing and future initiatives.
Assist with loan applications for A+FCU employees as needed.
Collaborate, create and update department related procedures.
Assist with system administration duties, including adding and removing employees from third party websites and systems.
Schedule and conduct individual dialogs with direct manager monthly.
Participate in outside credit union sponsored activities and community/education events to increase credit union awareness.
Perform other duties as required or assigned.
Education and Experience
High school diploma or GED equivalent required.
Bachelor s degree preferred.
Three years consumer lending experience required, including vehicle loan processing.
One year supervisory experience required.
Experience with solar and/or merchant loan processing preferred.
Knowledge, Skills & Abilities
Advanced knowledge of consumer vehicle loan products, programs, policies/procedures, and fraud prevention.
Advanced knowledge of indirect processing, funding, documents, titling, and workflows for dealership purchases and refinance aggregators.
Strong working knowledge of consumer underwriting concepts such as credit scores, loan to value, and other underwriting ratios.
Demonstrated team leadership and/or coaching abilities.
Excellent verbal and written communication skills.
Intermediate math/accounting skills, analytical and data entry skills.
Strong organizational skills and attention to detail.
Problem solving skills, including dealing with potential conflict.
Ability to work independently and as part of a team, with flexibility to adapt to change.
Intermediate MS Office suite experience.
Physical Functions
Must have the ability/stamina to work at least 40 hours a week
Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
Must be able to communicate continuously through telephone, e-mail and in-person communications
Must be able to engage in problem-solving skills to help identify and solve potential issues in the field
Types of Decisions Made Independently
Procedures/actions that are outside of this role s approval limits.
Situations outside A+FCU s policies and procedures.
Client Relationship Manager
San Antonio, TX job
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).
Sr Facilities Specialist
San Antonio, TX job
Provides all maintenance support for assigned region. Completes maintenance and repair of all facets of facility and maintenance management. Ensures periodic maintenance and emergency maintenance keeps each building in working condition. Performs general maintenance and repair duties such as electrical, plumbing, roof and exterior, lighting, door/locks/keys, HVAC, life safety systems, grounds, parking/sidewalks, windows, ceilings and carpentry work.
Audits building operations and ensures that the physical facilities are safety compliant.
On an as needed basis, perform PPM or emergency maintenance on plumbing systems, electrical systems, generators, water coolers, ice machines, and landscaping sprinkler system controls.
May supervise contractors and vendors to include scheduling day-to-day activities.
Coordinate all new contractors or vendors through the AVP, Corporate Services.
Oversees overall supply chain operations, including purchasing and inventory of materials.
Provides budget input to facilities management regarding improvements and maintenance.
Adheres to SSFCU core values at all times, and aligns to departmental goals which are part of SSFCU goals.
Can independently, or through supervision satisfactorily resolve all issues and complete duties as assigned, and ensures team accomplishment.
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.
A minimum six (6) years of facilities/building maintenance, construction, remodeling or warranty maintenance experience.
Able to complete facilities/building maintenance, repairs, light construction or remodeling without assistance.
Certified in the operation of lifts, fork lifts, scissor lifts and other tools.
A minimum of two (2) years of a warranty or maintenance software system experience such as Archibus or Remedy.
Familiarity with the use of voltage meters, Freon leak detectors, scoping water and sewer lines, and common plumbing tools and machines such as augers.
Valid driver's license, a good driving record and insurability.
Lifts up to 100 lbs.
with assistance from either lifting equipment or another person.
Activities occur within inside and outside environments.
Will climb ladders unassisted up to 24 feet; and when required to, inspect roofs from 2 to 6 stories in height.
Able to focus on multiple work projects or multiple functional/technical areas.
Good problem analysis and solving skills.
Good verbal and written communication skills.
Good interpersonal skills and leadership abilities to motivate employees and develop a cohesive team of committed employees to perform in a high-volume environment.
Independent thinking, self-motivation, and problem solving to manage multiple priorities, meet deadlines and achieve production and performance goals set by Management.
Working knowledge of applications such as Word, Excel and Outlook.
Financial Service Representative (Round Rock)
United Heritage Credit Union job in Round Rock, TX
Schedule: Flexible availability to work up to 40 hours per week during the business hours between 8:00AM - 6:30PM Monday through Friday and rotating Saturdays from 8:30AM-2:30PM to meet branch scheduling needs.
Financial Service Representatives (FSRs) at United Heritage Credit Union (UHCU) play a key role in building and maintaining relationships with our members. This position offers the opportunity to have one-on-one contact with members. FSRs engage members in conversation, build strong relationships, educate members about UHCU products and services, close on the services, and follow up to ensure the service is meeting our members' financial needs. Sales, relationship building, and follow up skills are essential to this position. An FSR is the face of our organization and actively participates in community events demonstrating a commitment to UHCU's mission and vision.
As a FSR at UHCU you'll get to:
* Promote and maintain positive relations with all contacts, members and potential members.
* Actively participate in cross selling and referring beneficial products and services to members and non-members.
* Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.
* Assist members with drafts, balancing and reconciling their account, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions.
* Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds.
* Maintain an organized database relative to pending member items and proactive follow-up on newly acquired relationships.
* Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues.
* Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed.
What you will need to succeed:
* Excellent listening ability and verbal communication skills.
* Demonstrated sales ability and thorough knowledge of and a willingness to actively promote products and services.
* Passion for providing outstanding service to our members.
* The ability to collaborate with team members.
* Strong attention to detail, with a focus on accuracy and quality of work.
* Excellent organization, time management and problem solving skills.
* Ability to multitask in a fast-paced environment.
The Requirements:
* 1-3 years of related experience.
* Minimum of 1 year experience selling products or services.
* Previous experience in the financial services industry preferred.
* Excellent verbal and written communication skills.
* High School Diploma or GED equivalent required.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
* Competitive Benefits Package
* 401(k) options (Pre-Tax and/or Roth)
* Generous paid time off (PTO)
* Education Reimbursement Program
* Opportunity to Advance!
Important Note: We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
Et Change Mgmt Analyst
San Antonio, TX job
Provides thought leadership for the execution of the Change Management strategy and partners with project and business owners in the execution of the Change Management Plan. Independently creates and leads strategies to communicate changes resulting from ET-involved or owned projects; Service Requests to the enterprise, and acts as a liaison between the stakeholder /change owner, training departments, end users, and technical staff.
Ensures that standardized methods and procedures are used to enable the efficient and prompt handling of change and to ensure that the change process supports the needs of the business.
Assists in the evaluation of change readiness and change adoption for ET-involved or owned projects.
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
Job Details Position Type: Full Time Education Level: High School Salary Range: $20.30 Hourly Job Category: Retail Description Life at Amplify As a growing, tech-focused credit union, Amplify Credit Union delivers value to our members through our products and impact to our community through our profits. That unique intersection is one reason we've been named a Top Workplace by the Austin American-Statesman six years in a row. We're also proud to say that we're the only full-service financial institution that doesn't have deposit fees of any kind. We're looking for teammates who are inspired by our mission and ready to grow their careers. As they do, our employees can expect Amplify to uphold our commitments to culture, community, inclusion, and more.
Position Summary
The Teller position is the face of Amplify, responsible for making members feel welcomed, by answering pertinent questions, promoting credit union products and services and by providing exceptional customer service.
RESPONSIBILITIES include the following. Other duties as assigned.
* Process basic member transactions, to include deposits, withdrawals, transfers, loan payments, etc.
* Assist members with basic account and loan inquiries.
* Manage cash drawer effectively and within established guidelines.
* Educate members regarding Amplify's remote delivery channels - such as online banking and mobile deposit - and promote their use for member convenience.
* Resolve moderately complex member situations with tact and diplomacy; communicate in a professional manner.
* Exercise good judgment to make sound decisions that help members and support organizational objectives.
* Upholds credit union policies and procedures and champions organizational culture both internally and externally.
Supervisory Responsibilities
This job has no supervisory responsibilities.
Qualifications
To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. In addition, the employee may be required to perform other job-related duties as requested by the supervisor.
Education and/or Experience
High School diploma or General Education Degree (GED).
Certificates, Licenses, Registrations
Must be bondable.
Software and Equipment Requirements
To perform this job successfully an individual should have knowledge of the use of a personal computer, Microsoft Office products (Word, Excel, Teams, etc.), and the use of a telephone. Knowledge and use of a 10-key is helpful.
Other Qualifications
Must be able to work a flexible work schedule, including weekends. Must have or quickly obtain working knowledge of Credit Union's products & services, policies, standard operating procedures, and State and Federal regulations.
What We Offer
To build a better bank, you must build a better team. That's why we're committed to offering the best benefits to our team members. We want your time at Amplify to be a jumping-off point for personal and professional success, and this means offering benefits - including paid volunteer hours and development programs - that will engage your role in our community.
* Medical, Dental, and 401(k) programs for team members.
* Customized volunteer opportunities with our signature partners (Saint Louise House, Caritas of Austin, and the American Red Cross).
* Additional paid time off for volunteer-related activities.
* Undergraduate and graduate tuition benefits for eligible full-time and part-time team members.
Starting Pay & Benefits
This role offers base pay of $20.30 per hour. It also entails the benefits available to all Amplify employees.
Location
You will work at one of our four branch locations: Esperanza, Pond Springs, La Frontera, and Cedar Park.
Team Member Testimonials
Read about some of your potential coworkers and why they enjoy working at Amplify. Or check us out on Comparably.
Amplify is an Equal Employment Opportunity Employer, seeking people from all backgrounds, life experiences, and world views. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.
AVP, Enterprise Applications & Systems
Austin, TX job
Assistant Vice President, Enterprise Applications & Systems * This position is hybrid-remote and requires onsite work at our North Austin, TX headquarters with occasional travel to branch locations. * Velocity Credit Union is searching for an innovative and strategic technology leader to join our team as Assistant Vice President (AVP), Enterprise Applications & Systems. In this pivotal role, you will oversee the systems that power our credit union, including our core processing platform, online account opening, loan origination, and automation tools. You will ensure these platforms work together seamlessly to deliver an exceptional experience for both members and staff. You will also lead a talented team of application experts, manage vendor relationships, and guide the design and optimization of a modern, integrated technology ecosystem that supports growth, efficiency, and innovation across the organization.
The ideal candidate brings a strong background in banking or financial technology, with a deep understanding of both the business of banking and the technology that makes it possible. This is an opportunity to shape the technology foundation of one of Austin's most trusted financial institutions. The right leader will be collaborative, forward-thinking, and passionate about transforming complex systems into simple, effective solutions that enhance both member and employee experiences. If you are ready to help build the future at Velocity Credit Union, we want to hear from you.
At Velocity, we're committed to upholding our mission of providing our community with personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals.
What you'll do:
As the Assistant Vice President, Enterprise Applications & Systems, you will lead a talented team of application administrators and specialists to keep our core and enterprise systems running seamlessly. The AVP, Enterprise Applications & Systems, owns the strategy behind how our platforms connect, ensuring that loan origination, account opening, and automation tools work together to deliver smooth experiences for members and staff. Collaboration will be key as this leader partners across departments to turn business needs into scalable technology solutions that support growth and efficiency. The AVP guides vendor relationships, oversees integrations, and drives innovation by identifying opportunities to streamline processes and improve performance. Most importantly, this role fosters a culture of accountability, teamwork, and continuous improvement that keeps Velocity moving forward.
Your Skills:
* Bachelor's degree in Computer Science, Information Systems, or related field preferred; equivalent education and experience accepted.
* Minimum of eight (8) years' experience administering enterprise applications (core banking, origination systems, or related platforms) required.
* At least five (5) years of supervisory or leadership experience required.
* Experience managing application vendors, contracts, and SLAs.
* Strong expertise in enterprise application administration, governance, and integration.
* Excellent understanding of relational database theory, query languages, and reporting integrations.
* Working knowledge of networking protocols (TCP/IP, SMTP, SNMP), Windows operating systems, and application support.
* Understanding of security best practices, authentication protocols (MFA, SAML), and regulatory compliance.
* Excellent written and verbal team-based communication skills.
* Ability to learn and understand business processes related to software application use, internal controls, security, and technology.
* Ability to exercise independent judgment to analyze and diagnose systems-related problems and issues in industry-specific applications.
* Ability to work in a fast-paced environment with high attention to detail.
* Effective time management skills include prioritizing responsibilities and organizing work tasks.
* Ownership of the customer experience through issue resolution.
* Adaptable to a productive team environment where knowledge is shared, and feedback and coaching are welcomed.
Why you should choose Velocity:
This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more!
Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age, disability, or status as a covered veteran in accordance with applicable federal, state, and local laws.
Qualifications
Mortgage Servicer III
Austin, TX job
Job Type: Full-Time- Remote
Exemption Type: Non-Exempt
Wage Amount: $25.39 hourly Minimum
Primary Functions
The primary purpose of this position will be to provide exceptional service to internal and external members and to assist with maintaining the daily operations of the Mortgage Servicing team. Under general supervision and in accordance with established policies and procedures, this role will be responsible for ensuring that all serviced mortgage loans comply with legal requirements, lending regulations, internal policies and procedures and adhere to all servicing requirements.
Team Leadership and Development
Support the daily operations of the Mortgage Servicing team, including scheduling, training, performance coaching, and providing recommendations for promotions or terminations to the supervisor.
Serve as a Subject Matter Expert (SME) for all mortgage loan servicing functions, offering guidance and developmental support to team members.
Conduct and document coaching sessions in collaboration with the mortgage servicing leadership to promote continuous performance improvement.
Partner with mortgage servicing leadership to deliver training on servicing functions, quality control standards, product knowledge, lending guidelines, and regulatory compliance.
Operational Support
Respond to inbound member and third-party calls regarding mortgage loan servicing inquiries, resolving complex member issues and escalations promptly and professionally with adherence to policy.
Perform overrides and approvals within established guidelines, ensuring compliance with internal policies and procedures.
Process and distribute all incoming mail from branches and external sources, ensuring timely handling and routing.
Execute servicing functions including tax and insurance maintenance, payoff requests, lien releases, payment processing, account updates, and issue resolution.
Manage internal posting of member payments and escrow account transactions with accuracy and efficiency.
Assist in organizing internal and external member inquiries regarding mortgage servicing with a goal of streamlining request channels and enhancing the tracking/monitoring of service volumes and performance metrics.
Assist in the development and maintenance of servicing procedures for multiple GSEs/investors, including FHLB, FNMA, FHLMC, GNMA, and FHA/VA/USDA programs.
Collaborate with the mortgage servicing leadership team and Mortgage Quality Control Analyst to establish and implement quality control standards, policies, and procedures that meet internal and investor requirements.
Provide assistance to the Collections team in servicing delinquent mortgage loans, including loan modifications, foreclosures, repossessions, Real Estate Owned (REO) properties, and asset disposition.
Partner with cross-functional teams to enhance the overall member experience.
Project & Process Improvement Support
Identify process improvement needs for Mortgage Servicing to streamline, automate, and enhance servicing workflows with a strong focus on improving member experience and operational efficiency.
Participate in process improvement efforts focused on mortgage servicing with cross-functional teams throughout the organization.
Collaborate with mortgage product owners and cross-organizational business units to execute strategies around GSE/investor programs, product and system enhancements, and digital mortgage servicing functionality.
Miscellaneous
Assist with servicing functions for A+FCU employee loans.
Assist with system administration duties, including adding and removing employees from third party websites and systems.
Assist with funding as needed.
Schedule and conduct individual dialogs with direct manager monthly.
Participate in outside credit union sponsored activities and community/education events to increase credit union awareness.
Attend all meetings and complete training classes as required.
Maintain member confidentiality.
Perform other duties as required or assigned.
Education and Experience
High school diploma or GED equivalent required.
Bachelor s degree preferred.
Three years mortgage servicing experience required.
Three years home equity servicing experience preferred.
One year supervisory experience preferred.
Knowledge, Skills & Abilities
Strong knowledge of mortgage servicing, sub-servicing, escrow processing, taxes, and insurance.
Strong knowledge of federal and state regulations including ECOA, Truth in Lending, FDCPA, SCRA, FCRA, RESPA, Fair Housing, HMDA, and Texas home equity laws.
Working knowledge of secondary market, FHA/VA, FNMA, Freddie Mac, FHLB, and other GSE/investor products.
Advanced knowledge of lending systems such as MeridianLink, Symitar/Quest, Q2, and DocuSign.
Working knowledge of operational, internal and security controls applicable to mortgage servicing.
Demonstrated team leadership and coaching abilities.
Excellent written and verbal communication skills.
Intermediate math/accounting skills, analytical and data entry skills.
Strong organizational skills and attention to detail.
Problem solving skills, including resolving escalations.
Ability to work independently and as part of a team, with flexibility to adapt to change.
Intermediate MS Office suite experience.
Certifications/Registrations
This position requires registration as a Mortgage Loan Originator (MLO) with the Nationwide Mortgage Licensing System (NMLS) and Registry on an annual basis in addition to maintaining updates as needed. Initial registration is required immediately upon hiring into this position. Failure to register or maintain a current registry, or any criminal activity that would bar continued participation as an MLO may result in disciplinary action, up to and including termination of employment.
Physical Functions
Must have the ability/stamina to work at least 40 hours a week.
Will frequently reach, feel, bend, stoop, carry, finely manipulate, and key in data.
Must be able to engage in problem-solving skills to help identify and solve potential issues in the field.
Must be able to communicate heavily through telephone, e-mail and in-person communications.
Types of Decisions Requiring Supervisory Approval
Situations outside of approval limits.
Situations outside of A+FCU policies and procedures.
Financial Advisor
Georgetown, TX job
Job Type: Full-Time- On Site Exemption Type: Exempt Financial Advisors work in partnership with the credit union to provide comprehensive financial services to credit union members. A Financial Advisor is an integral part of the credit union environment providing wealth management services in the area of investment, insurance, retirement and estate planning.
Essential Functions:
Department Support
* Identifies and evaluates customer needs for financial services, assess the objectives and goals of the individual, then develops a personalized investment strategy to implement.
* Utilizes a financial planning approach and related software to draft a comprehensive financial plan creating customized strategies unique to each member.
* Remains visible to public to meet potential new clients for A+FCU, including conducting client workshops/seminars on various topics (i.e., Social Security, Education planning, Retirement planning, etc.)
* Services and performs periodic reviews of existing client accounts and meets with clients periodically to review and update client needs ensuring investment objectives and goals are progressing according to plan.
Branch Support
* Works with branch managers to identify and leverage cross-sell opportunities both to and from investment services.
* Provides regular feedback to branch employees, credit union leaders and manager regarding business results and development initiatives.
* Drives investment and program integration initiatives and provides branch personnel training in assigned branches.
* Commitment to supporting, and contributing to, a team-oriented culture and participation in A+FCU sponsored community events.
Miscellaneous
* Meets regularly with manager for continued training and development.
* Attends training and/or completing required continuing education and keeps current on investment products and services offered.
* Stays current and analyzes market conditions. Stays updated on financial and investment vehicles in the market and the tax and securities consequences to clients with particular investments.
* Maintains confidentiality.
* Performs additional duties as assigned or directed
Education and Experience
* High school diploma or GED required
* Bachelors degree in Business, Finance, or related field preferred
* Active Series 6, (Series 7 preferred), 63/65 (or 66) licenses along with Texas Life, Accident & Health licenses required
* Clean U-4 required
* Two years of sales experience in the financial services industry required (bank or credit union preferred)
* Certified Financial Planner (CFP) designation preferred
Knowledge, Skills & Abilities
* Strong time management, prioritization, and organizational skills. Proficient in Microsoft Office Suite.
* Excellent communications skills, both verbal and written, necessary to provide exceptional service to all members/clients and enthusiastically promote the investment program to internal partners and an external network you develop
* Experience delivering high quality service in all interactions with clients, prospective clients, and staff within a financial institution environment
* An advanced level of performance and work ethic requiring minimum supervision
* Strong integrity and ethics
* Advanced critical thinking, analytical and problem-solving skills
* Ability to travel between branch locations as needed
Physical Functions
* Must have the ability/stamina to work at least 40 hours a week
* Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
* Must be able to communicate heavily through telephone, e-mail and in-person communications
* Must be able to engage in problem-solving skills to help identify and solve potential issues in the field
Types of Decisions requiring supervisory approval: Situations outside A+FCU policies and procedures
AVP, Construction Project Management
San Antonio, TX job
Manages Real Estate and Corporate Service functions to include the construction and remodel project management, special projects and departmental budgeting. Prepares budget forecasts, audits and processes project invoices, controls, and justifies expenses and work within the defined departmental and overall credit union budget.
Collaborate with leadership in strategic planning as it pertains to corporate servcies, construction, facility management and security operations.
Assist leadership in the development and implementation of strategic and operational plans.
Completes any other job related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
Collections Supervisor
San Antonio, TX job
This role supervises a team of Collectors for the Asset Recovery Collections Call Center, reports to the Asset Recovery Collections Manager. Manages collection of delinquent loans, both secured and unsecured, post charged off accounts, written off accounts, and overdrawn share accounts.
Provides operational and strategic support, shares best practices, identifies opportunities for improved processes, procedures and efficiencies that impact the overall operations of the Asset Recovery Collections Call Center.
Oversees the day-to-day operations, to include, but not limited to monitoring call flow, managing staffing levels, troubleshooting, coaching, training, and establishing, monitoring, and executing collection strategies.
Reviews and analyzes performance measurement reports and provides feedback to Collections team and Asset Recovery Collections Manager.
Ensures reporting is accurate, timely and makes recommendations to management to enhance productivity, improve performance, call quality and goal attainment.
Serves as the lead in driving employee development and accountability by being the primary driver of career progression and critical training projects.
Establishes action plans and holds Collectors accountable for meeting individual and department goals, achieving quality call monitoring and call adherence expectations.
Conducts quality assurance audits and participates in call calibration sessions.
Responsible for ensuring collections are performed in compliance with applicable laws, regulations, policies and procedures.
Ability to effectively handle member issues and inquiries by resolving the situation without further escalation.
Reviews, research, and provides findings in a timely manner of complaints in the approved format that are received from the Member Complaints area.
Completes any other job-related duties needed to help drive to our Vision, fulfill our Purpose, and abide by our Organization's Values.
Credit Bureau Dispute Analyst
San Antonio, TX job
The Credit Bureau Dispute and Reporting Analyst handles credit bureau disputes submitted to Security Service Federal Credit Union (SSFCU) through direct and indirect (e-Oscar) channels. The Analyst also handles disputes submitted to SSFCU from ChexSystems.
The Analyst ensures reviews are in compliance with the Fair Credit Reporting Act (FCRA) to mitigate risk and exposure to SSFCU.
Responsibilities include researching and responding to credit disputes by following procedures, guidelines, and regulations, and ensuring compliance with the Consumer Data Industry Association (CDIA) regulations and Credit Union policies.
Responds to all direct and indirect credit disputes, and ChexSystems disputes, while remaining in compliance with the FCRA and CDIA.
Ability to prioritize and complete disputes in accordance with regulatory deadlines.
Ensure required account maintenance or corrections to the Credit Reporting Agencies are performed based on dispute outcome.
Provide accurate written responses to consumers based on dispute outcome.
Become subject matter expert on internal reporting, and credit bureau and ChexSystems reporting and disputes.
Become CDIA certified every two years.
Maintains credit reporting logs to ensure compliance with regulatory requirements.
Remains in compliance with Credit Union operational policies and procedures.
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.
2-5 years of Credit Bureau or related consumer financial experience required.
Extensive knowledge, background and training in FCRA, Metro 2 guidelines, Telephone Consumer Protection Act (TCPA), Consumer Financial Protection Bureau (CFPB), National Credit Union Association (NCUA), and Fair Debt Collection Practices Act (FDCPA).
Experience in e-Oscar platform.
Excellent verbal and written communication skills.
Self-motivated and strong attention to detail.
Able to plan, organize and prioritize tasks and meet multiple deadlines.
Able to analyze and record detailed information and produce accurate, high-quality work.
Highly motivated team player with ability to provide interactive service to others, building relationships and addressing identified needs.
Proficient in Microsoft Office applications.
Business Development Officer I
Austin, TX job
Job Type: Full-Time- Hybrid in the South Austin area.
Exemption Type: Exempt
Wage Amount: $28.57 Hourly Minimum
The primary purpose of this position is to assist the Credit Union in achieving its mission of being our member s first choice as their partner to help them make informed financial decisions. This role will assist with development and growth of the credit union by managing Select Employee Groups (SEG) partnerships and partnering with credit union branches and/or departments to support their business development efforts. Accomplishing this will assist the Credit Union in achieving its mission of becoming the members financial partner and helping to fulfill their life-long dreams. Your role to achieve this mission will be to provide outstanding service to internal members and to develop and implement strategies to increase membership by promoting the Credit Union to groups within our existing and potential fields of membership in collaboration with the branches. Responsible for increasing utilization of the Credit Union s products and services through business development strategies. Professional communication with Select Employee Groups (SEGs), business contacts, and other field of membership organizations/representatives to build and sustain on-going professional relationships. Support a sales and service culture.
Essential Functions:
Create a Business Development Plan for region based on overall Strategic Business Development Plan and Credit Union goals.
Develop and coordinate business development strategies and tactics to increase SEG participation and utilization, as well as expansion of field of membership.
Develop and maintain professional relationships and communication with branch staff, business contacts, SEG groups (existing and potential), and other field of membership representatives. Act as a liaison with these individuals to ensure, measure, and achieve increased levels of membership participation.
Responsible for coordination of regular SEG visits with appropriate contacts at new/existing SEGs to identify opportunities, build trust and deepen relationships.
Establish, manage and sustain constructive and productive relationships with civic, charitable, community, and local/state political organizations to facilitate an appropriate level of support and contribution by the Credit Union to the community in which it serves.
Solicit new SEG partnerships, maintain and grow positive relationships with existing SEGs, manage relationships in assigned region.
Keep updated notes in CRM and on Calendars for all current and prospect SEG calls, visits, activities, and events.
Develop plan for the communication of information designed to keep membership groups (SEGs, school districts, etc.) informed of Credit Union products and services. Manage ongoing schedule of events, meetings and contacts and communicate to branch staff.
Solicit new members by presenting value of products and services gaining agreement and overcoming barriers.
Represent the Credit Union at exhibits, benefit fairs, orientations, association meetings, community events, trade shows, networking and Chamber of Commerce functions working closely with Credit Union staff and preferred business partners, as necessary, to effectively promote the Credit Union.
Collaborate with other Business Development Team members to maintain communication and consistency within the Credit Union business development program.
Coordinate, negotiate and recommend pricing in sponsorship agreements/events that best benefit the credit union and SEG relationship.
Assist in coordination and management of A+ Ambassador program.
Responsible for opening new memberships and cross-selling products and services using positive sales and service skills during SEG/Community events.
Maintain a strong understanding of Credit Union policies, products and services.
Partner with marketing department regarding Credit Union-wide initiatives.
Pursue opportunities for professional growth and knowledge through training, education, self-study, on organization/association involvement.
Perform other duties and responsibilities as required or assigned.
Education and Experience
Four year degree or certification preferred with industry or job specific experience required
Two years of experience with relationship management or sales, preferably at a financial institution
Knowledge, Skills, and Abilities
A significant level of trust and diplomacy is required, in addition to normal courtesy and tact. Work involves extensive personal contact with others and is usually of a personal or sensitive nature. Work may involve motivating or influencing others. Outside contacts become important and fostering sound relationships with other entities (companies and/or individuals) becomes necessary and often requires the ability to influence and/or sell ideas or services to others.
Ability to deal effectively and professionally with all levels within the Credit Union, with members, and SEG groups
Must be efficient in Microsoft Word, Excel, and PowerPoint. Knowledge of Salesforce or other database software a plus.
Ability to write reports and correspondence to members, employees, outside vendors, and community groups.
Demonstrated effective presentation and sales skills (prospecting, working through objections, and closing the deal).
Demonstrated high level of initiative, personal drive, and Credit Union commitment.
Ability to prioritize and organize efforts in order to meet deadlines.
Ability to adapt to a fast-paced, ever-changing environment.
Demonstrated knowledge of Credit Union products and services
Ability to work with minimal supervision.
Ability to work flexible hours (some Saturdays, after and before operational hours will be required).
Ability to operate a motor vehicle.
Physical Functions
Must have the ability/stamina to work at least 40 hours a week.
Will frequently reach, feel, bend, stoop, carry, finely manipulate and key in data
Must be able to communicate effectively through virtual, telephone, e-mail and in-person communications.
Must be able to engage in problem-solving skills to help identify and solve potential issues in the field.
Ability to lift at least 50 lbs.
Types of Decisions made independently:
Day to day functions of Credit Union business development.
Exercises independent judgment regarding business development strategies and budgetary items in relation to their respective region.
Resolution of member issues when deemed in the best interest of the Credit Union.
Types of Decisions requiring supervisory approval:
Legal questions and situations outside A+FCU policies and procedures.
Job Type: Full-Time- Onsite Exemption Type: Non-Exempt Wage Amount: $19 hourly minimum Are you a master negotiator who likes helping members while minimizing delinquency? If so, our Collection Department is looking for you! A Collectors primary responsibilities are to contact members with delinquent accounts, identify causes for delinquency, offer viable options for bringing accounts current, and recommending accounts for further action.
* Facilitate communication and work with members who have delinquent/overdrawn accounts by collecting past due payments and/or setting up payment plans
* Accept inbound calls/correspondence and follow up in a timely manner
* Identify reasons for delinquency, help members find solutions to bring their accounts current and negotiate payment resolutions
* Perform basic and advanced skip-tracing with the use of internal and external skip-tracing resources
* Identify and counsel members with financial hardships
* Educate members on account terms and alternate payment programs and methods
* Communicate effectively, tactfully, and professionally with employees, vendors and members
* Alert management of potential risk exposure
* Remain compliant with policies, processes and legal guidelines/laws/regulations
* For information about our benefits, please click the following link:
Mortgage Loan Originator
Austin, TX job
Do you enjoy assisting consumers with their mortgage needs? Velocity is hiring a Mortgage Loan Originator! We are looking for passionate people who enjoy helping others make their dreams become a reality. We are looking for dynamic, extraordinary, self-motivated people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, consistently delivering outstanding service, and offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you!
At Velocity, we are committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals.
Your experience includes:
* Must be eligible for NMLS Registration.
* At least two years of residential lending sales experience which includes consistently meeting established sales/production goals.
* Bachelor's degree or equivalent in a related field required.
* Good analytical skills necessary to evaluate credit requests and determine trends in a given marketplace.
* Existing knowledge in regulatory, policy, and compliance issues pertaining to the mortgage industry.
* Strong interpersonal and communication (verbal/written) skills and the ability to work in a diverse community.
* Passion for providing outstanding service and a positive attitude.
* Ability to work in a fast-paced environment with high attention to detail.
* Ownership of the customer experience through issue resolution.
* Adaptable to a productive team environment where knowledge is shared, and feedback and coaching are welcomed.
* Effective time management and flexibility to work department hours.
What you will do:
As a Mortgage Loan Originator in our Mortgage department, you will assist members, in person or via telephone conversation, with researching mortgage loans and navigate the application, approval and closing process. You will determine loan qualifications, recommend residential loan options to members, and explain their terms, and ensure a smooth flow through the mortgage process. You will also work closely with other Velocity departments and their approved contractors to ensure deadlines are met and regularly collaborate in order to provide the best possible service to our members.
Why you should choose Velocity:
This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee, and family events, and more!
Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.
Qualifications
Dispute Analyst
San Antonio, TX job
Independently, evaluate non-fraud disputes for validity, process assigned disputes, and follow-up on denied disputes through written communication. Maintain an understanding of association rules (MasterCard, and regional PIN networks) applicable to non-fraud disputes and regulations pertaining to Reg E, Reg Z, and other regulatory requirements, as applicable.
Remain cognizant of and adhere to SSFCU policies and procedures.
Communicate with membership via inbound and outbound calls.
Assist members with problems or handle complaints to maintain positive member and staff relations.
Review chargeback and arbitration documents pertaining to card non-fraud cases in a timely and accurate manner to make independent judgments and post transactions regarding member accounts with a focus on elimination of errors.
Complete any other job-related duties necessary to drive our Vision, fulfill our Purpose, and abide by our Organization's Values.
High School diploma or GED required.
One or more years of experience working disputes or equivalent financial services experience.
The ability to self-monitor and work efficiently in a remote environment.
Financial Service Representative (Round Rock)
United Heritage Credit Union job in Round Rock, TX
Job Description
Schedule: Flexible availability to work up to 40 hours per week during the business hours between 8:00AM - 6:30PM Monday through Friday and rotating Saturdays from 8:30AM-2:30PM to meet branch scheduling needs.
Financial Service Representatives (FSRs) at United Heritage Credit Union (UHCU) play a key role in building and maintaining relationships with our members. This position offers the opportunity to have one-on-one contact with members. FSRs engage members in conversation, build strong relationships, educate members about UHCU products and services, close on the services, and follow up to ensure the service is meeting our members' financial needs. Sales, relationship building, and follow up skills are essential to this position. An FSR is the face of our organization and actively participates in community events demonstrating a commitment to UHCU's mission and vision.
As a FSR at UHCU you'll get to:
Promote and maintain positive relations with all contacts, members and potential members.
Actively participate in cross selling and referring beneficial products and services to members and non-members.
Profile existing relationships for potential growth and utilize UHCU generated resources to solicit and inform member base of current or promotional products and services.
Assist members with drafts, balancing and reconciling their account, ordering checks, ACH deposits or withdrawals, stop payments, researching and identifying fraudulent activity, ATM and debit cards, wiring funds and western unions.
Understand measurable and tracked sales efforts and consistently achieve assigned goals and baselines relative to branch thresholds.
Maintain an organized database relative to pending member items and proactive follow-up on newly acquired relationships.
Assume ownership of service and sales items and ensure a positive resolution on outstanding member issues.
Perform all activities related to the opening or closing of all accounts offered ensuring that applicable regulations, disclosures, policies and procedures are observed.
What you will need to succeed:
Excellent listening ability and verbal communication skills.
Demonstrated sales ability and thorough knowledge of and a willingness to actively promote products and services.
Passion for providing outstanding service to our members.
The ability to collaborate with team members.
Strong attention to detail, with a focus on accuracy and quality of work.
Excellent organization, time management and problem solving skills.
Ability to multitask in a fast-paced environment.
The Requirements:
1-3 years of related experience.
Minimum of 1 year experience selling products or services.
Previous experience in the financial services industry preferred.
Excellent verbal and written communication skills.
High School Diploma or GED equivalent required.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 260 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
Competitive Benefits Package
401(k) options (Pre-Tax and/or Roth)
Generous paid time off (PTO)
Education Reimbursement Program
Opportunity to Advance!
Important Note:
We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!
Bilingual Call Center Specialist (Spanish/English)
United Heritage Credit Union job in Austin, TX
Job Description
Location: This position will be working remotely on Mondays, Wednesdays, and Fridays. This position will be working in person at our Headquarters location in North Austin on Tuesdays and Thursdays.
Schedule: Flexible availability to work an 8-hour shift during the business hours between 9:00am-6:00pm Monday through Friday and rotating Saturdays 9:00am-2:00pm to meet contact center scheduling needs.
On the Contact Center team, you can expect competitive pay including a comprehensive and generous benefits and PTO package. In addition, you'll be provided with ongoing training and career growth opportunities. Our team is located at our new HQ building in North Austin by the 183/Oak Knoll exit (Riata Trace) and offers amenities such as a fitness center, yoga room, free breakfast or lunch on Thursdays (e.g. FOOD TRUCKS!!), outdoor dining area and café with a micro market.
This is a great opportunity for someone in early career, looking for a new opportunity in customer service, or an experienced customer service professional. Candidates should have 1-3 years of recent customer service, call center, or account resolution experience with a fluency in English and Spanish.
We are looking for candidates who are committed to providing that exceptional customer service experience to our members at UHCU! In this position, you will be answering an average of 60-100 incoming calls daily, averaging a 3-5-minute talk time. You will answer questions and provide superior customer service to our members regarding UHCU products and services. This position requires a high level of professionalism, organization, and attention to detail. You will be responsible for delivering the right solutions, including additional Credit Union products and services, to meet members' financial needs and exceed their expectations.
In this role with UHCU you will get to:
Problem solve by helping members with account questions and concerns in both English and Spanish queues.
Perform account maintenance or updates.
Use multiple systems to process a member's request.
Become a financial coach to our members by giving them guidance on the best products and services for them.
Help our members grow financially.
Become a team player and collaborate with peers and leaders to make member services better.
Complete research and resolve discrepancies as needed. Forward more complex issues or requests to Senior Contact Center Specialists as appropriate.
Maintain a high level of accuracy with minimal errors or outages.
Adhere to Contact Center Identification (ID) Verification Guidelines in order to protect our members and the Credit Union.
Receive coaching and feedback to help you grow and develop in your career.
What you will need to succeed:
Excellent listening ability and verbal communication skills.
Ability to multitask in a fast-paced and changing team environment.
Passion for providing outstanding service to our members.
Strong attention to detail, with a focus on accuracy and quality of work.
The ability to collaborate with team members.
Minimum Qualifications
High school diploma or GED equivalent required.
Minimum 1-3 years of recent customer service, call center, account resolution or related experience required.
Fluency in English and Spanish is highly preferred.
Demonstrated experience processing detailed information in an accurate and thorough manner.
Demonstrated experience and ability to work with a wide variety of internal and external clients providing effective interpersonal communication and team skills.
Understanding of MS Office Suite with intermediate technical and computer skills; ability to navigate quickly within various computer programs.
About United Heritage Credit Union:
The Credit Union was established in 1957 as an Austin-based credit union, and over 65 years later we continue to serve communities in Central Texas, Austin and Tyler communities, as well as those that live in the rest of Texas through TXCC membership. Through innovative technology, exemplary service standards and competitive products, United Heritage continues to be a strong force in the credit union industry. UHCU has over $1.6 billion in assets, more than 78,000 members, 10 branch locations, and approximately 270 employees. We are a full-service financial institution whose vision is "To be your primary financial institution." Being part of our credit union means being part of our community.
UHCU Offers:
Competitive Benefits Package
401(k) options (Pre-Tax and/or Roth)
Generous paid time off (PTO)
Education Reimbursement Program
Opportunity to Advance!
Important Note:
We take hiring very seriously. Interviewing at UHCU may include phone interviews, as well as 1st & 2nd round interviews. We are unable to follow-up with each and every applicant, but we do our best to run a thorough process for candidates whom we identify as a potential fit. We will be sure to contact you if that is the case!