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Financial Sales Representative - Garland; Austin St

Job in Garland, Dallas County, Texas, 75049, USA
Listing for: Texans Credit Union
Full Time position
Listed on 2026-06-09
Job specializations:
  • Finance & Banking
    Financial Sales, Banking & Finance
  • Sales
    Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Financial Sales Representative - Garland (Austin St)

We’re Texans Credit Union – a $2.4 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 Austin Street – Garland 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.
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