Financial Sales Representative - Richardson at Texans Credit Union

Richardson, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

31 Jul, 26

Salary

26.0

Posted On

02 May, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Sales, Loan Origination, Account Management, Cash Handling, Customer Service, Cross-selling, Mortgage Loan Origination, Financial Services, Problem Solving, Branch Operations

Industry

Banking

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.

Responsibilities

The Financial Sales Representative acts as the primary sales contact, responsible for originating loans, opening accounts, and servicing member needs. They also provide back-up support for branch operations and teller transactions.