Financial Services Sales Leader: Loans & Accounts

Texans-Credit-Union; Plano (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Texans Credit Union in Plano, TX seeks a Financial Services Representative to serve as the primary sales contact. You will work with members to determine financial needs, process loans, and open/service accounts.

The role emphasizes advising on Texan's products, cross‑selling based on needs, and providing branch support as needed. A HS diploma and 1+ year sales experience are required.

Qualifications

• High school diploma or equivalent required.
• 1+ year experience in sales & service, preferably in a financial institution with cash handling.
• 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 screening.

Responsibilities

• Act as the primary sales lead in the branch: originate, process, close, and disburse loans; open new accounts and service existing members.
• Acquire expert knowledge of Texans Credit Union's products and services to enhance members' financial lives.
• Educate members on credit union products and services based on identified needs from member interviews.
• Actively cross-service members based on financial needs and account review.
• Respond to members' requests, problems, and concerns; troubleshoot or direct to the right person for information.
• Provide back-up support to branch operations, including floor management and teller transactions.

Skills

Sales experience

Cash handling

Goal-oriented sales

Education

High school diploma

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.