Financial Sales Representative - McKinney 380 (New Branch Opening)

Texans Credit Union • McKinney, TX

15h • $25 - $26 • Onsite

About The Position

We're Texans Credit Union, a $2.4 billion member-owned financial institution in the Dallas metro area, and we're opening a new branch in McKinney, TX! We are looking for individuals who are passionate about helping others and making a difference. As a Financial Services Representative, you will be the primary sales contact within your branch, earning monthly incentives. You will serve as a liaison between members and the credit union, assessing financial needs, processing loans, and managing accounts.

Requirements

• This position is not entry-level.
• High school diploma or equivalent
• At least one (1) year experience in a Sales environment in a financial institution with cash handling
• At least one (1) year experience in a goal-oriented sales environment
• Willingness and ability to obtain certification as Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS)
• Must successfully pass a credit check, background check and drug screen.

Nice To Haves

• Bilingual in English and Spanish preferred

Responsibilities

• Act as the primary sales leader within the branch: originate, process, close, and disburse loans; open new accounts and service existing members.
• Obtain expert knowledge of Texan' products and services to enhance members' financial lives.
• Promote and educate members on credit union products and services based on member needs that are realized from member interviews.
• Actively cross-service members based on financial needs and account review.
• Respond to members' requests, problems, and concerns: troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance; may handle more complex questions and problems for other branch staff.
• Provide back-up support to the branch operations including, but not limited to, implementing floor management, processing teller transactions, and other duties as assigned.

What This Job Offers

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