Description
Serve our members. Develop yourself and your team. Help us be the best credit union in Texas!
We're 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! We're currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Spring Creek Pkwy in Plano, 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 and service environment preferably 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.
Skills Required
- High school diploma or equivalent
- At least one year of experience in a sales and service environment, preferably in a financial institution with cash handling
- At least one year of experience in a goal-oriented sales environment
- Willingness and ability to obtain Mortgage Loan Originator certification through NMLS
- Successful completion of a credit check, background check, and drug screen
What We Do
We are a $2 billion credit union owned and operated in the Dallas-Fort Worth metro area. We are a not-for-profit institution that is owned by you, the member. Because we are owned by you, there are no stockholders, which enables Texans Credit Union to take the money it earns and use it to offer better rates and lower fees. Texans' mission is not only to improve the economic well-being of its members, but to improve the well-being of the communities it serves. Here at Texans, we believe you deserve the best, and we welcome you to come find out what makes Texans Credit Union more than a bank. Want to know more? Visit our About Us page at www.texanscu.org. Texans is committed to providing an environment where employees are valued, treated with respect and dignity, have the opportunity for learning and developing their careers, and are compensated fairly for their contribution to the company. Our goal from day one is to make you feel welcome, valued and challenged so your time at Texans is productive and fulfilling. Careers: We are always on the lookout for people who love a challenge and have a passion for helping others! If you are actively seeking employment, please search our current open positions, submit your application, and upload your resume online. If you're a potential fit, we'll be in touch soon.
