Financial Sales Representative Allen

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 McDermott Dr. branch in Allen 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

• High school diploma or equivalent
• At least one (1) year experience in a sales and service 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.