Member-First Financial Services Pro: Loans & Accounts

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

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.