Financial Sales Representative - Richardson

Texans-Credit-Union; Richardson (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

Texans Credit Union is seeking a Financial Services Representative at our Campbell Road branch in Richardson, TX. You will serve as the primary sales contact, handling loans, accounts, and service for members while promoting Texan's products.

The role rewards performance with monthly incentives and requires the ability to advise members on solutions that meet their financial needs. This position is not entry-level and requires prior financial sales experience.

Qualifications

• HS diploma or equivalent required.
• At least 1 year sales experience in a financial institution with cash handling.
• At least 1 year experience in a goal-oriented sales environment.
• Willingness to obtain Mortgage Loan Originator (MLO) certification through NMLS.
• Must pass credit, background, 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 Texans Credit Union products and services to enhance members' financial lives.
• Promote and educate members on products and services based on their needs identified through member interviews.
• Actively cross-service members based on financial needs and account review.
• Respond to members' requests and problems: troubleshoot or direct to the appropriate person; handle more complex questions for other staff.
• Provide back-up support to branch operations including floor management and teller transactions.

Skills

Sales experience

Cash handling

Customer service

Mortgage licensing readiness

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 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

This position is not entry-level.

• 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.