Personal Banker

** Personal Banker (Financial Service Representative)**

**Job Category****:** Branch Operations Retail **Requisition Number****:** PERSO002788 Showing 1 location **Job Details**

**Description**

Serve our members. Develop yourself and your team. Help us be the best credit union in Texas

Were 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 Were currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our McKinney 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 Texans 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

**JOB REQUIREMENTS** :Only applications that meet the following requirements will be seriously considered 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-orientated sales environment

Willingness and ability to obtain NMLS certification (Nationwide Mortgage Licensing System & Registry)

NOTE: Candidates must be able to successfully complete credit and background checks as well as drug screen.

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