Personal Banker (Financial Service Representative)
Company: Texans Credit Union
Location: Wylie
Posted on: May 24, 2023
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Job Description:
Description:
Serve our members. Develop yourself and your team. Help us be the
best credit union in Texas!
We're Texans Credit Union - a $2 billion financial institution that
is member-owned and operated in the Dallas metro area. We are
looking for people who love helping others and want to make a
difference! We're currently seeking a FINANCIAL SERVICES
REPRESENTATIVE to join Team Texans at our Hwy 78 - Wylie
branch!
POSITION OVERVIEW: In the FINANCIAL SERVICES REPRESENTATIVE role,
you have the opportunity to earn monthly incentives as the primary
sales contact within your branch. You serve as a liaison between
the member and the credit union - each day you work with members to
determine their financial needs, process consumer and real estate
loans, and open and service accounts.
JOB EXPECTATIONS:
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
Requirements:
This position is not entry-level.
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.
Keywords: Texans Credit Union, Wylie , Personal Banker (Financial Service Representative), Sales , Wylie, Texas
Click
here to apply!
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