Financial Sales Representative - Garland (Austin St) jobs in United States
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Texans Credit Union · 2 months ago

Financial Sales Representative - Garland (Austin St)

positionGarland, TX
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

Texans Credit Union is a member-owned financial institution operating in the Dallas metro area. They are seeking a Financial Sales Representative to serve as the primary sales contact within the branch, helping members with their financial needs and processing loans and accounts.

AccountingBankingFinancial Services

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

Qualification

Sales experienceFinancial institution experienceMortgage Loan Originator certificationCash handlingBilingual English/Spanish

Required

High school diploma or equivalent
At least one (1) year experience in a sales and service 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

Preferred

Bilingual English/Spanish Preferred

Company

Texans Credit Union

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Texans Credit Union is a financial, banking, and accounting company.
dateFounded in 1953
location
Richardson, Texas, USA
people-size201-500 employees
web-link
https://www.texanscu.org/

Funding

Current Stage
Growth Stage

Leadership Team

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Tanya Patterson
VP Strategic Solutions
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Recent News

PR Newswire
Texans Credit Union Named to Newsweek's America's Best Regional Credit Unions for 2026
2025-12-16
PR Newswire
Texans Credit Union and its CEO receive top honors in The Dallas Morning News' 2025 Top Workplaces
2025-11-08
PR Newswire
Transport Credit Union™ Launches New Brand Identity, Reaffirming Commitment to Transportation Workers
2025-09-17
Company data provided by crunchbase