Financial Sales Representative - Richardson

Texans Credit Union; Richardson (TX); On-site; USD 33,000 - 39,000; Full time

Job summary

Texans Credit Union in Richardson, TX, is seeking a Financial Services Representative at our Campbell Road branch. In this role you will be the primary sales contact for members, help determine financial needs, process consumer and real estate loans, and open and service accounts.

You will originate, process, close and disburse loans, promote Texan's products, cross-sell as appropriate, and support branch operations.

Qualifications

• High school diploma or equivalent required.
• Experience in a sales environment within a financial institution with cash handling.
• Experience in a goal-oriented sales environment.
• Willingness to obtain Mortgage Loan Originator (MLO) certification through NMLS.
• Ability to pass credit, background, and drug screening.

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 products and services based on needs from member interviews.
• Actively cross-service members based on financial needs and account review.
• Respond to members' requests and troubleshoot issues; direct to appropriate staff for complex questions.
• Provide back-up support to branch operations, including floor management and teller transactions.

Skills

Sales experience

Cash handling

Member service

Mortgage loan knowledge

Education

High school diploma

Job description

Description

Serve our members. Develop yourself and your team. Help us be the best credit union in Texas!

Job Type

Full-time

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 Campbell Road branch in Richardson, 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

Grade 7

Requirements

• High school diploma or equivalent
• At least one (1) year experience in a Sales environment 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

Salary Description

$24.50+