Texans Credit Union · 12 hours ago
Financial Sales Representative - Wylie
Wylie,TX,US
Full-time
Onsite
Entry Level
1+ years expTexans Credit Union is a member-owned financial institution in the Dallas metro area, seeking a Financial Sales Representative to join their team. In this role, you will serve as the primary sales contact, 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
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
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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