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Posted 2d ago

Financial Sales Representative - Richardson

@ Texans Credit Union
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Richardson, Texas, United States
$25-$26/hrOnsiteFull Time
Responsibilities:originate loans, open accounts, service members
Requirements Summary:High school diploma, 1+ year sales in a financial institution with cash handling, 1+ year goal-oriented sales, able to obtain Mortgage Loan Originator (MLO) certification, and pass background checks.
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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 Campbell Road branch in Richardson, 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 environment 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.