UFCU
The Personal Financial Representative engages with members and prospective members to assess their financial needs, educate them on products and services, and provide solutions that improve their financial wellbeing. The role involves building long‑term relationships, delivering exceptional member service, and handling a variety of account and transaction services while ensuring compliance with regulations.
UFCU is Austin’s largest locally owned credit union, offering trusted financial services and support to communities across Texas.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for UFCU.
UFCU didn’t post a salary, so this is our estimate from similar listings.
17% above the average for this role
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