Financial Sales Representative - Allen

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 member-owned financial institution in the Dallas metro area—looking for people who love helping others and want to make a difference.

About the role

As a Financial Services Representative, 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, working daily with members to determine their financial needs, process consumer and real estate loans, and open and service accounts.

Responsibilities

• 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 Texans Credit Union products and services to enhance members' financial lives.
• Promote and educate members on credit union products and services based on member needs identified through 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; handle more complex questions and problems for other branch staff.
• Provide back-up support to branch operations, including floor management, processing teller transactions, and other duties as assigned.

Requirements

• High school diploma or equivalent.
• At least one (1) year of experience in a sales and service environment in a financial institution with cash handling.
• At least one (1) year of experience in a goal-oriented sales environment.
• Willingness and ability to obtain certification as a Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS).
• Must successfully pass a credit check, background check, and drug screen.

Pay

$20.00–$24.50 per hour