Financial Service Specialist

TEXELL CREDIT UNION•Temple, TX

2d•Onsite

About The Position

Texell, named one of the BEST credit unions to work for in the NATION by American Banker, is seeking a Financial Service Specialist! Pay is an hourly base PLUS uncapped monthly incentive! 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. 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 and every other Sat. 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: Successfully cross-sell credit union products and services to members that best suit their financial needs in person and via phone. Open new share accounts such as savings, checking, Certificate of Deposit, and IRA’s as well as originate both secured and unsecured loans including auto, credit card, and personal loans. Assist with processing wires, card disputes, and notarizing documents. 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. We want you to know: Texell offers an excellent benefits package, including health, dental, vision, 401K with a dollar for dollar match up to 6%, and paid vacation and sick leave. Texell holds company events such as our annual Awards Banquet, Employee Family Day, 4th of July Fiesta, and tons more! We participate in sporting events such as the annual Corporate Challenge with the City of Temple (and we are a competitive bunch)! Texell is passionate about helping our community and those in need. We volunteer for several events each month with our team called Texell Serves such as food pantry distributions, blood drives, donation drives and much more! About Texell: 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. And Texell was named one of the Best Credit Unions to Work for in the nation by American Banker.

Requirements

Experienced in sales!
Highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals!
Can work lobby hours and every other Sat.
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).

Nice To Haves

Previous banking or credit union experience (highly preferred).

Responsibilities

Successfully cross-sell credit union products and services to members that best suit their financial needs in person and via phone.
Open new share accounts such as savings, checking, Certificate of Deposit, and IRA’s as well as originate both secured and unsecured loans including auto, credit card, and personal loans.
Assist with processing wires, card disputes, and notarizing documents.
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.