Personal Banker (Financial Service Representative)
Personal Banker (Financial Service Representative) Job Category :
Branch Operations Retail Requisition Number :
PERSO02650 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 $1.
8 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.
Were currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Campbell branch in Richardson, Texas! 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.
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.
Qualifications Skills Behaviors :
Motivations :
Education Experience Licenses & Certifications Recommended Skills Finance Financial Institution Floor Management Loans Mortgage Loans Problem Solving Estimated Salary: $20 to $28 per hour based on qualifications.
Branch Operations Retail Requisition Number :
PERSO02650 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 $1.
8 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.
Were currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Campbell branch in Richardson, Texas! 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.
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.
Qualifications Skills Behaviors :
Motivations :
Education Experience Licenses & Certifications Recommended Skills Finance Financial Institution Floor Management Loans Mortgage Loans Problem Solving Estimated Salary: $20 to $28 per hour based on qualifications.
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