Financial Sales Representative - Richardson

Richardson, TX - USA

Hourly Salary: USD 24 - 26

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Full-time

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 member-owned 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 cross-service 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 back-up support to the branch operations including but not limited to implementing floor management processing teller transactions and other duties as assigned

Requirements

This position is not entry-level.

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 goal-oriented 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.

Salary Description

$24.50

Required Experience:

Unclear Seniority

Full-timeDescriptionServe 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 member-owned and operated in the Dallas metro area. We are looking for people who love helping others and want to m...