Financial Sales Representative Carrollton (Bilingual Spanish Preferred)

Serve our members

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!

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

Qualifications

• Grade 7
• This position is not entry-level.
• A 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
• Bilingual in Spanish Preferred
• 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.