No experience
Employment Type:
Full time
Job Category:
Financial Service Representative (Personal Banker)
(This job is no longer available)
Texas Credit Union | McKinney, TX
Grad Date

Not sure what types of jobs you are interested in?

Explore Jobs
Based on Your Education

Follow This Company

Job Description

Ready to work with the best? Join Team Texans! Is out-of-this-world customer service your passion? Is helping others built into your DNA? Is a challenge just an opportunity in disguise? If so, we should talk!

We're Texans Credit Union - a $1.5 billion financial institution that is member-owned and operated in the Dallas metro area. We are looking for people who love a challenge and enjoy helping others. Now is the time to work at Texans and truly make a difference. We're currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Eldorado branch in McKinney. Your customer service focus and can-do attitude are a must - if you love helping people, this may be the right fit for you! After all, credit unions were built on the principle of people helping people.

POSITION OVERVIEW: In the FINANCIAL SERVICES REPRESENTATIVE role, you have the opportunity to earn monthly and quarterly 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.


* 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.

Ready to see if we're a good match? Apply to join Team Texans today We look forward to meeting you soon!

About Texas Credit Union

The Texas Credit Union League is the official state trade association serving credit unions in Texas. Organized in 1934, the Texas Credit Union League provides credit unions with valuable resources, products, services and programs to meet present and future challenges. The League provides education and training, advocate activities, regulatory/compliance assistance, technical assistance, research and new product development, marketing ideas, and public relations resources. Credit unions are not-for-profit, member-owned, volunteer-directed cooperatives that promote the economic well being of all people, including those of modest means. The Texas Credit Union League represents nearly 600 of the state's credit unions - which in turn are owned by over 7 million members.