Financial Sales Representative - Plano

Texans Credit Union; Plano (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Texans Credit Union in Plano, TX is seeking a Financial Services Representative to serve members, process loans, open and service accounts, and promote products. The role offers monthly incentives as the primary sales contact within the branch.

You will act as a liaison between member and credit union, helping clients determine financial needs and delivering excellent service. Solid sales and financial institution experience preferred.

Qualifications

• Not entry-level position requiring experience in sales and service
• Experience in a financial institution with cash handling preferred
• Experience in a goal-oriented sales environment
• Willingness to obtain Mortgage Loan Originator (MLO) certification
• Successful completion of credit, background, and drug screens

Responsibilities

• 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 realized from interviews.
• Actively cross-service members based on financial needs and account review.
• Respond to members' requests, problems, and concerns: troubleshoot issues or direct to the appropriate person; handle more complex questions for other staff.
• Provide back-up support to branch operations including floor management, processing teller transactions, and other duties as assigned

Skills

Sales and service

Cash handling

Goal-oriented

Education

High school diploma or equivalent

Job description

Description

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 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! We're currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Spring Creek Pkwy in Plano, TX!

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

Requirements

This position is not entry-level.

• High school diploma or equivalent
• At least one (1) year experience in a sales and service environment preferably in a financial institution with cash handling
• At least one (1) 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.