Bilingual Financial Services Officer I/Full-Time/Onsite

About the role

We're growing and looking to add our next great talent! We're hiring for a Bilingual fluent English and Spanish Talent to join our Grande or 5th ST or Digital Branches Sales Team!

Responsibilities

• Deliver an exceptional member experience by actively engaging with members, understanding their needs, and providing personalized, effective solutions.
• Build strong, lasting relationships, ensure member satisfaction, and contribute to member loyalty through clear communication, responsiveness, and proactive service.
• Identify member needs, educate them on available loan products, and provide tailored solutions to drive lending success.
• Build strong relationships, identify opportunities to expand membership, and deliver exceptional service.
• Accurately identify members' needs and proactively refer them to the Financial Advisor and Mortgage Department when appropriate.
• Provide clear and helpful information, ensuring members receive expert guidance tailored to their specific situation, while enhancing overall satisfaction.
• Accurately complete high-quality work with a focus on accuracy and attention to detail, minimizing errors through careful planning and thorough review.
• Achieve the goal of opening 200 or more new accounts by 12/31/2026, resulting in referrals to the Financial Advisor and/or Mortgage Department totaling 36 or more by 12/31/2026.
• Grow the credit union to increase members by 678, increase loans and increase deposits by December 31, 2026, while achieving net income.

Requirements

• Written and verbal proficiency in English and Spanish.
• Prioritize long-term relationships over one-time transactions.
• Familiarity or prior work experience in a call center preferred for Digital Branch FSO.
• Excellent communications in verbal and written form.
• Genuine self-starter attitude.
• Ability to multitask in a fast-paced environment.
• Good understanding of determining credit worthiness.
• The ability to collaborate with team members.
• Strong attention to detail, with a focus on accuracy and quality of work.
• A trusted advisor to our members and others can rely on.

Qualifications

• Minimum six (6) months to two (2) years of product and services sales experience similar to retail sales or related banking/credit union industry such as loan processor, credit union or bank teller, or credit union or bank banker.
• High school graduate or GED.

Skills

• Fluent in English and Spanish.
• Strong relationship-building skills.
• Effective communication skills.
• Proactive problem-solving abilities.
• Attention to detail and accuracy.
• Collaborative teamwork skills.

Benefits

• Monthly incentive varies on production results, DOE.
• Health, dental, vision, short- and long-term disability, basic life/AD&D, and voluntary life/AD&D insurance.
• Supplemental accident and critical illness insurance.
• 401K with employer match – employee fully vested on Day One.
• Paid leaves include vacation, sick, bereavement, jury duty, volunteer.
• Plus 11 paid holidays annually.
• Casual work attire environment.

Pay

$19* per hour base pay paid bi-weekly, plus monthly uncapped incentives! *Includes Bilingual English/Spanish stipend.

Schedule

Onsite in our Tyler, Texas Administration Branch Officees with work availability during business hours on Monday - Friday 8 AM - 6PM, and work availability between 7:30 AM to 7 PM for occasional before and/or after business hours meetings. Saturdays are rotating schedule 10 AM – 2 PM.