Branch Sales & Loans Specialist

Texans-Credit-Union; McKinney (TX); On-site; USD 45,000 - 60,000; Full time

Job summary

Texans-Credit-Union in McKinney Richardson area is expanding and seeking a Financial Services Representative for our Campbell Road branch. You will serve as the primary sales contact, helping members determine financial needs, processing loans, and opening/service accounts.

Responsibilities include loan origination, cross-selling Texan's products, and supporting branch operations. Must have a high school diploma; bilingual English/Spanish preferred; MLO certification eligibility required;

Qualifications

• High school diploma or equivalent.
• Bilingual in English and Spanish preferred.
• At least one year experience in a Sales environment in a financial institution with cash handling.
• At least one 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.

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 Texan's 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 information and assistance; may handle more complex questions 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.

Skills

Sales experience

Customer service

Bilingual: English/Spanish

Education

High school diploma or equivalent

Mortgage Loan Originator (MLO) certification (NMLS)

Job description

Texans-Credit-Union in McKinney Richardson area is expanding and seeking a Financial Services Representative for our Campbell Road branch. You will serve as the primary sales contact, helping members determine financial needs, processing loans, and opening/service accounts.

Responsibilities include loan origination, cross-selling Texan's products, and supporting branch operations. Must have a high school diploma; bilingual English/Spanish preferred; MLO certification eligibility required;