Financial Service Representative Sales Focused - Richardson
Financial Service Representative Sales Focused - Richardson
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USD 24 - 26
1 Vacancy
Job Description
Serve our members. Develop yourself and your team. Help us be the best credit union in Texas!
Were Texans Credit Union a $2.4 billion financial institution that is memberowned and operated in the Dallas metro area. We are looking for people who love helping others and want to make a difference! Were currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Campbell Road branch in Richardson TX!
POSITION OVERVIEW: In the FINANCIAL SERVICES REPRESENTATIVE role you have the opportunity to earn monthly incentives as the primary sales contact within your branch. You serve as a liaison between the member and the credit union each day you work with members to determine their financial needs process consumer and real estate loans and open and service accounts.
JOB EXPECTATIONS:
- Act as the primary sales leader within the branch: originate process close and disburse loans; open new accounts and service existing members.
- Obtain expert knowledge of Texan products and services to enhance members financial lives
- Promote and educate members on credit union products and services based on member needs that are realized from member interviews
- Actively crossservice members based on financial needs and account review
- Respond to members requests problems and concerns: troubleshoot issues and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch staff
- Provide backup support to the branch operations including but not limited to implementing floor management processing teller transactions and other duties as assigned
This position is not entrylevel.
- High school diploma or equivalent
- At least one 1 year experience in a Sales environment in a financial institution with cash handling
- At least one 1 year experience in a goaloriented sales environment
- Willingness and ability to obtain certification as Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS)
- Must successfully pass a credit check background check and drug screen.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
