More jobs:
Financial Sales Representative - Garland; Austin St
Job in
Garland, Dallas County, Texas, 75049, USA
Listed on 2026-06-09
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
Job Description & How to Apply Below
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 OVERVIEWIn 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.
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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