Financial Solutions Advisor

The People's Federal Credit Union; Childress (TX); On-site; USD 32,000 - 45,000; Full time

Job summary

The People’s Federal Credit Union in Texas seeks a Financial Solutions Representative to deliver outstanding service and identify members’ financial needs for appropriate product recommendations. You will be the first point of contact, handling basic questions and routine transactions with accuracy.

You will actively cross-sell Credit Union products, build lasting relationships, and exemplify TPFCU values—integrity, quality, respect, and teamwork—while contributing to superior member

Qualifications

• Experience in a financial institution preferred.
• Strong customer service and cash handling skills.
• Ability to identify member needs and recommend solutions.
• Comfort with cross-selling and building member relationships.

Responsibilities

• Greet, assist, and educate members on checking, saving, and loan questions.
• Perform account transactions accurately and promptly.
• Cross-sell credit union products to support member goals.
• Demonstrate TPFCU values in daily interactions.

Skills

Customer service

Cross-selling

Relationship building

Communication

Job description

The People’s Federal Credit Union in Texas seeks a Financial Solutions Representative to deliver outstanding service and identify members’ financial needs for appropriate product recommendations. You will be the first point of contact, handling basic questions and routine transactions with accuracy.

You will actively cross-sell Credit Union products, build lasting relationships, and exemplify TPFCU values—integrity, quality, respect, and teamwork—while contributing to superior member