Financial Services Representative

1 week ago


McKinney, Texas, United States Texans Credit Union Full time
{"Job Title": "Personal Banker", "Job Overview": "As a Financial Services Representative at Texans Credit Union, you will have the opportunity to earn monthly incentives as the primary sales contact within your branch. You will serve as a liaison between the member and the credit union, working with members to determine their financial needs, process consumer and real estate loans, and open and service accounts.", "Key Responsibilities": "
\t* Originate, process, close, and disburse loans; open new accounts and service existing members
\t* Obtain expert knowledge of Texans products and services to enhance members' financial lives
\t* Promote and educate members on credit union products and services based on member needs
\t* Actively cross-service members based on financial needs and account review
\t* Respond to members' requests, problems, and concerns; troubleshoot issues, and/or direct them to the appropriate person for specific information and assistance
\t* Provide back-up support to the branch operations, including implementing floor management, processing teller transactions, and other duties as assigned
", "Requirements": "
\t* High school diploma or equivalent
\t* At least one (1) year experience in a sales and service environment in a financial institution with cash handling
\t* At least one (1) year experience in a goal-orientated sales environment
\t* Willingness and ability to obtain NMLS certification (Nationwide Mortgage Licensing System & Registry)
\t* NOTE: Candidates must be able to successfully complete credit and background checks as well as drug screen
", "Qualifications": "
\t* Strong communication and interpersonal skills
\t* Ability to work in a fast-paced environment and meet sales goals
\t* Knowledge of financial products and services
\t* Ability to build relationships with members and provide excellent customer service
\t* Willingness to learn and adapt to new technologies and processes
", "Language": "en-US"}

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