What are the responsibilities and job description for the Financial Sales Representative - McKinney 380 (New Branch Opening) position at Texans Credit Union?
We're expanding and opening a brand new branch in Mckinney, TX!
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
Grade 7
Requirements:This position is not entry-level.
- High school diploma or equivalent
- Bilingual in English and Spanish preferred
- 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.
Benefits:
- 401(k) 5% Match
- Dental insurance
- Disability insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Paid time off
- Paid training
- Referral program
- Tuition reimbursement
- Vision insurance
- Volunteer time off
- Wellness program
Work Location: In person
Benefits:
Health Insurance, 401K Plan, Vacation & Paid Time OffSalary : $25 - $26