Financial Services Rep 1

My Community Credit Union • Midland, TX

9d

About The Position

A Financial Services Representative is the person members trust to guide them through some of their most important financial decisions. This role assists members with opening, servicing, and closing accounts, conducting loan interviews, gathering documentation, and completing loan closings for approved applications. This role makes banking feel easy by turning complex details into clear, friendly conversations and by offering solutions tailored to their goals. If you enjoy helping people, building relationships, and making a real impact on someone’s financial wellbeing, this is a role where your service truly matters.

Requirements

• Six months to two years of sales, lending, or personal banking experience preferred.
• High school diploma, GED, or equivalent
• Confidence in sharing products and digital services, not as sales tasks but as ways to genuinely improve the member’s life.
• Exceptional listening skills, ensuring every conversation feels personalized and members feel valued, not rushed.
• A naturally warm, friendly, and welcoming presence, members feel comfortable approaching you with questions or concerns.
• Strong attention to detail, ensuring applications are complete, documents are accurate, and account updates are handled correctly the first time.

Responsibilities

• Conduct loan interviews, gathering the right information, and guiding members through the process.
• Bring clarity during important financial moments by helping members feel informed, confident, and supported.
• Strengthen member relationships by listening deeply and recommending the right products that build trust and keep members engaged and connected to the credit union.
• Make banking easier by simplifying the member experience and removing unnecessary friction.
• Protect the member’s best interest through thoughtful conversations, careful documentation, and effective guidance and solutions.
• Support the success of the entire branch through cross‑sell recommendations, referrals, and exceptional service that impacts branch goals, member satisfaction, and organizational growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 11-50 employees