Texell Credit Union · 21 hours ago
Financial Service Specialist
Georgetown Branch - Georgetown, TX 78626
Full-time
Onsite
Entry, Mid Level
2+ years expTexell Credit Union, named one of the BEST credit unions to work for in the NATION by the Credit Union Journal, is seeking a Financial Service Specialist. The role involves helping members achieve their financial goals through sales and service, including opening accounts and educating members on products.
Financial Services
Responsibilities
Open new share accounts such as savings, checking, Certificate of Deposit, and IRA’s
Assist with processing wires, card disputes, and notarizing documents
Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals
Originate both secured and unsecured loans including auto, credit card, and personal loans
Successfully cross-sell additional credit union products and services to members that best suit their financial needs
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
Give our members the WOW! service they deserve!
Qualification
Required
Is experienced in sales! We are seeking someone who is highly motivated and goal oriented who has a desire to meet and exceed monthly sales goals!
Can work lobby hours with rotating Saturdays
Has been in their previous positions for 2+ years - job loyalty is important to us!
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)
Open new share accounts such as savings, checking, Certificate of Deposit, and IRA's
Assist with processing wires, card disputes, and notarizing documents
Educate members on Credit Union products and services that will benefit them financially to help them achieve their goals
Originate both secured and unsecured loans including auto, credit card, and personal loans
Successfully cross-sell additional credit union products and services to members that best suit their financial needs
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
Give our members the WOW! service they deserve!
Preferred
Has previous banking or credit union experience (highly preferred)
Benefits
Health
Dental
Vision
401K with a dollar for dollar match up to 6%
Tuition reimbursement
Paid vacation and sick time
Company
Texell Credit Union
Texell Credit Union is a banking company that provides loans, mortgage loans, business accounts, and financial services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tony Hale
President/CEO
Amy Merriman
COO
Recent News
Seattle TechFlash
2025-04-15
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