Texans Credit Union · 1 month ago
Future Consideration: Financial Sales Representative (Multiple Locations)
Dallas Metroplex,TX,US
Full-time
Onsite
Entry Level
1+ years expTexans Credit Union is building a talent pool of Financial Sales Representatives for future opportunities at various branch locations. The role involves serving as a liaison between members and the credit union, providing account information, promoting products and services, and ensuring member satisfaction.
AccountingBankingFinancial Services
Responsibilities
Promote credit union products and services based on member needs that are obtained from member interviews and/or review of member’s account
Actively cross-sell products
Conduct orientation interviews on credit union services and programs with each new credit union member
Open new accounts and service existing accounts
Set up new account files, and provide members with all necessary information for membership
Respond to members’ requests, problems, and complaints, resolving issues, and/or directing them to the appropriate person for specific information and assistance
Greet and welcome members and visitors to the credit union in a professional manner
Represent the credit union to members in a courteous and professional manner and provide prompt, efficient, and accurate service in the processing of transactions
Maintain up-to-date and accurate information on credit union products, services, systems, policies/procedures and compliance regulations
Provide information on investment alternatives to members wishing to deposit funds with the credit union
Research accounts for deposit, withdrawal, and loan-payment discrepancies and assist members with service needs
Provide back-up support to the branch operations including but not limited to processing teller transactions, implementing floor management and providing service functions to members
Remain compliant with all financial laws and regulations including Bank Secrecy Act (BSA) as they apply to the duties of the position
All other duties as assigned
Qualification
Required
High-school diploma or equivalent
Minimum 1 year experience in a goal oriented sales environment
Company
Texans Credit Union
Texans Credit Union is a financial, banking, and accounting company.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tanya Patterson
VP Strategic Solutions
Recent News
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