Member Loan Advisor & Cross-Sell Specialist

Rally Credit Union; Harlingen (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Rally Credit Union in Harlingen, TX seeks a Loan Specialist to originate consumer loans per policy, meet targets for loan production and cross-sales, and tailor products to member needs. The role requires adherence to credit union procedures and strong member service.

You will assess member needs, cross-sell services, and ensure accurate documentation while complying with BSA/AML, CIP, and other regulations. Banking experience preferred.

Qualifications

• 2 years assessing and meeting members' needs by offering products and services.
• 1 year banking or credit union experience preferred.
• High school diploma or GED required.

Responsibilities

• Providing a consultative sales approach to meet member needs by cross-selling products and services.
• Fostering teamwork to achieve credit union goals.
• Meet or exceed sales goals by cross-selling credit union products and services.

Skills

Consultative sales

Cross-selling

Customer service

Teamwork

Communication

Education

High School Diploma or GED

Job description

Rally Credit Union in Harlingen, TX seeks a Loan Specialist to originate consumer loans per policy, meet targets for loan production and cross-sales, and tailor products to member needs. The role requires adherence to credit union procedures and strong member service.

You will assess member needs, cross-sell services, and ensure accurate documentation while complying with BSA/AML, CIP, and other regulations. Banking experience preferred.