Financial Services Officer III (Branch Sales)/Full-Time /Onsite

About the role

We're Growing and hiring Great Talent for our 5th Street or Grande Branch Offices to join our excellent 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.
• Educate potential and existing members about the benefits of our products and services, fostering loyalty, and enhancing overall member engagement.
• 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 all work with less than six audit findings reported to the Supervisory Committee by 12/31/26.
• Achieve the goal of increasing members by 429 - 678, increasing loans and deposits by December 31, 2026, while achieving net income.

Requirements

Excellent communications in verbal and written, professional appearance, and a genuine self-starter attitude. Ability to multitask in a fast-paced environment, good understanding of the foundation of determining credit worthiness, and the ability to collaborate with team members.

Qualifications

• Minimum Ten (10) or more years of consumer lending and financing or related banking/credit union industry such as loan processor or credit union/bank CSR.
• High school graduate or GED.

Skills

Trusted advisor to our members and others can rely on, fluent in Spanish and English, and able to write and verbally proficient.

Benefits

• Health Insurance, 3 plan options with BC/BS – one plan fully paid for employee
• Dental, Vision, Short- and Long-term disability, Basic Life/AD&D, and Voluntary Life/AD&D
• 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

Pay

$22 per hour base pay paid bi-weekly, plus monthly uncapped incentives!

Schedule

Onsite in our Tyler, Texas Branch Offices with work availability during business hours on Monday - Friday 8 AM - 6 PM, and work availability between 7:30 AM to 7:00 PM for occasional before and/or after business hours meetings. Saturdays are a rotating schedule 10 AM – 2 PM.