Financial Sales Representative - Richardson
Financial Sales Representative - 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 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
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.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
