Bilingual Financial Services Officer I/Full-Time/Onsite

Kelly Community FCU • Tyler, TX

4d • Onsite

About The Position

We are seeking a Bilingual fluent English and Spanish talent to join our Sales Team at our Grande, 5th ST, or Digital Branches. This role is crucial in delivering on our mission to care for members like family. Every interaction is an opportunity to build trust, create meaningful relationships, and provide solutions that truly improve our members’ financial lives. If you prioritize people, take pride in helping others, and enjoy making a positive impact, this is the place for you. You'll assist in opening new accounts, take and process consumer loan applications to funding, and connect members to additional services through thoughtful referrals, all while creating experiences that lead to lasting loyalty and positive feedback. You'll work alongside a supportive team that values collaboration and celebrates wins together, as being a Team Player is at the core of how we serve both our members and each other. We are looking for someone who holds themselves to a high standard of Excellence, which means doing the right thing every time, paying attention to the details, and ensuring accuracy in every transaction. In this role, accountability, results, and how you achieve them matter most. If you are motivated, people-focused, and ready to grow your career while making a difference, we would love to have you on our team.

Requirements

• Applicant has written and verbal proficiency and fluent in English and Spanish
• Prioritizes long-term relationships over one-time transactions
• Excellent communications in verbal and written
• Possesses a genuine self-starter attitude
• Ability to multitask in a fast-paced environment
• Good understanding of the foundation of determining credit worthiness
• The ability to collaborate with team members
• Able to plan and prioritize workload, strong attention to detail, with a focus on accuracy and quality of work
• A trusted advisor to our members and others can rely on
• Minimum High school graduate or GED

Nice To Haves

• Familiar or prior work experience in a call center preferred for Digital Branch FSO.

Responsibilities

• Consistently deliver an exceptional member experience by actively engaging with members, understanding their needs, and providing personalized, effective solutions. Strive to build strong, lasting relationships, ensure member satisfaction, and contribute to member loyalty through clear communication, responsiveness, and proactive service.
• Actively contribute to loan growth by identifying member needs, educating them on available loan products, and providing tailored solutions. Focus on building strong relationships, promoting financial wellness, and guiding members through the loan process with clarity and confidence to drive lending success.
• Drive member growth by building strong relationships, identifying opportunities to expand membership, and delivering exceptional service. Focus on educating potential and existing members about the benefits of our products and services, fostering loyalty, and enhancing overall member engagement.
• Accurately identify members needs and proactively refer them to the Financial Advisor and Mortgage Department when appropriate. Strive to provide clear and helpful information, ensuring members receive expert guidance tailored to their specific situation, while enhancing overall satisfaction.
• Consistently produce high-quality work with a focus on accuracy and attention to detail, minimizing errors through careful planning and thorough review. Strive to maintain a high standard of performance by adhering to processes, continuously improving skills, and ensuring tasks are completed with precision and efficiency.
• Assist Grande Branch in growing the credit union to increase members by 678, increase loans and increase deposits by December 31, 2026 date while achieving net income!

Benefits

• Health, 3 plan options with BC/BS – one plan fully paid for employee
• Dental, Vision, Short- and Long-term disability, Basic Life/AD&D, and Voluntary Life/AD&D
• Supplemental Accident and Critical Illness Insurance
• 401K with Employer Match – employee fully vested on Day One!
• Paid Leaves include Vacation, Sick, Bereavement, Jury Duty, Volunteer ( Not eligible during initial 90 day hiring period)
• Plus 11 paid Holidays annually!
• Casual work attire environment!

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED