Financial Sales Representative - Richardson
Listed on 2026-08-04
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Finance & Banking
Financial Sales, Banking & Finance, Bank Customer Service
Description
Serve our members. Develop yourself and your team. Help us be the best credit union in Texas!
Job TypeFull-time
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 Campbell Road branch in Richardson, TX!
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
Grade 7
Requirements- High school diploma or equivalent
- At least one (1) year experience in a Sales 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
$24.50+
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