Financial Service Specialist

TEXELL CREDIT UNION•Temple, TX

1d•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! 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.

Requirements

Strong sales background and a desire to exceed monthly targets.
Experienced in sales; highly motivated and goal oriented with 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.
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.