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Financial Services Representative-Garland, Irving, Frisco, McKinney

Texans Credit Union
Dallas, Texas, United States
December 01, 2016

Texans Credit Union is looking for a Financial Services Representative that have the drive and initiative to sell product and services to enhance our members financial needs!

Primary sales role within the branches. The Financial Services Representative will serve as a liaison between the member and the credit union profiling members to determine financial needs, opening and servicing accounts as well as originating, processing and closing consumer and real estate loans. Opportunity to earn monthly and quarterly incentives!


• 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