What are the responsibilities and job description for the Financial Service Specialist position at TEXELL CREDIT UNION?
Job Details
Description
Texell, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist! Pay is an hourly base PLUS uncapped monthly commissions.
Do you have a strong sales background and a desire to exceed monthly targets? Then this might be the role for you! We are looking for someone who loves helping others achieve their financial goals and has a natural ability to refer products and services that best fit member’s needs.
Texell has been honored with the Excellence in Lending Award from CUNA Mutual Group, the Desjardins Adult Financial Literacy Award from the Texas Credit Union League, the Best Bank/Credit Union by the readers of the Temple Daily Telegram, Best Credit Union by the readers of the Killeen Daily Herald and the Belton Journal and consistently earns the highest five-star, superior rating for financial soundness from Bauer Financial.
We're looking for someone who:
- Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals!
- Has previous banking or credit union experience (highly preferred).
- Can work lobby hours with rotating Saturdays.
- Has been in their previous positions for 2 years - job loyalty is important to us!
- Thrives in a fast-paced environment, sometimes stressful, environment.
- Possesses strong communication and listening skills, is assertive, and loves helping others.
- Has a knack for speaking over the phone (you'll be calling members on leads lists when not assisting members in the lobby).
As a Financial Service Specialist, you will:
- Open new share accounts such as savings, checking, Certificate of Deposit, and IRA’s.
- Assist with processing wires, card disputes, and notarizing documents.
- Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals.
- Originate both secured and unsecured loans including auto, credit card, and personal loans.
- Successfully cross-sell additional credit union products and services to members that best suit their financial needs.
- Call assigned leads lists to solicit new business and lending needs.
- Assist members with inquiries and resolve account discrepancies as well as proactively identify problems and escalate to supervisors and management.
- Be proficient with Microsoft 365 products such as Outlook, Teams, and Excel.
- Give our members the WOW! service they deserve!
We want you to know that Texell:
- Values its’ employees, members, and communities they serve.
- Recognizes and rewards hard work via quarterly events such as the Annual Awards Banquet, Employee Family Day, and much more!
- Proudly participates in Corporate Challenge hosted each Fall with the City of Temple.
- Is passionate about helping those in need and volunteers for several events each month.
- Offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, tuition reimbursement, and paid vacation and sick time.
Qualifications