Financial Services Officer I​/Onsite

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*** Financial Services Officer I /Full Time/Onsite

Tyler, TX, US

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Position Summary of Financial Services Officer I/FSO I (Branch Sales) - Full-Time / Onsite-In Branch. We’re growing and hiring great talent for the 5th Street or Grande Branch Offices to join our excellent sales team! The 5th Street Branch located in Tyler, Texas is under construction with a recent remodel and will soon be ready. Apply today!

• Consistently deliver an exceptional member experience by actively engaging with members, understanding their needs, and providing personalized, effective solutions. Strive to build strong, lasting relationships, ensure member satisfaction, and contribute to member loyalty through clear communication, responsiveness, and proactive service.
• Actively contribute to loan growth by identifying member needs, educating them on available loan products, and providing tailored solutions. Focus on building strong relationships, promoting financial wellness, and guiding members through the loan process with clarity and confidence to drive lending success.
• Drive member growth by building strong relationships, identifying opportunities to expand membership, and delivering exceptional service. Educate potential and existing members about the benefits of our products and services, fostering loyalty, and enhancing overall member engagement.
• Accurately identify member needs and proactively refer them to the Financial Advisor and Mortgage Department when appropriate. Provide clear and helpful information, ensuring members receive expert guidance tailored to their specific situation.
• Consistently produce high-quality work with a focus on accuracy and attention to detail, minimizing errors through careful planning and thorough review.
• Assist the 5th Street and Grande Branch in growing the credit union to increase members, loans, and deposits while achieving net income.

• Prioritizes long‑term relationships over one‑time transactions
• Excellent verbal and written communication skills
• Professional appearance and a genuine, self‑starter attitude
• Ability to multitask in a fast‑paced environment
• Good understanding of the fundamentals of creditworthiness
• The ability to collaborate with team members
• Strong planning and prioritization skills, attention to detail, and focus on accuracy and quality of work
• A trusted advisor to members and others can rely on
• Fluency in Spanish and English (preferred)

Six (6) months to two (2) years of product and services sales experience similar to retail sales or related banking/credit union industry, such as loan processor, credit union or bank teller, or credit union or bank CSR.

Minimum high school graduate or GED.

$18 per hour base pay paid bi‑weekly, plus monthly uncapped incentives (monthly incentive varies on production results, DOE).

• Health – 3 plan options with BC/BS; one plan fully paid for employee
• Dental, vision, short‑ and long‑term disability, basic life/AD&D, and voluntary life/AD&D
• Supplemental accident and critical illness insurance
• 401(k) with employer match – employee fully vested on day one
• Paid leaves (vacation, sick, bereavement, jury duty, volunteer); not eligible during initial 90‑day hiring period
• 11 paid holidays annually

Onsite in our Tyler, Texas Branch Office. Work availability during business hours Monday‑Friday 8 AM – 6 PM, and availability between 7:30 AM to 7:00 PM for occasional and weekly designated meetings. Saturdays are a rotating schedule 10 AM – 2 PM.