Financial Services Sales Pro — Loans, Accounts & Growth

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

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.