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Financial Sales

Member-Focused Financial Advisor

Job in Austin, Travis County, Texas, 78716, USA
Listing for: UFCU Financial Services, LLC
Full Time position
Listed on 2026-01-27
Job specializations:
  • Customer Service/HelpDesk
  • Finance & Banking
    Financial Sales
Job Description & How to Apply Below
A financial services organization in Austin is seeking a Personal Financial Representative to engage with Members and provide exceptional service. Responsibilities include opening accounts, educating members on products, and ensuring compliance with regulations. The ideal candidate has at least one year of financial services selling experience and two years in customer service.

This role offers an opportunity to build meaningful relationships and contribute to members' financial success in a supportive environment.
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