Texans Credit Union

Member-focused credit union offering financial services

Financial Services Representative

Retail & Commercial BankingConfirmed live in the last 24 hours

Full-timePlano, TX, USAIn-person

About the Job

Requirements

A high school diploma or equivalent is required.
At least one year of experience in a sales and service environment is required, preferably in a financial institution with cash handling.
At least one year of experience in a goal-oriented sales environment is required.
Willingness and ability to obtain Mortgage Loan Originator certification through the Nationwide Mortgage Licensing System and Registry are required.
Successful completion of a credit check, background check, and drug screen is required.

Responsibilities

Act as the primary sales contact within the branch by originating, processing, closing, and disbursing loans; opening new accounts; and servicing existing members.
Develop expert knowledge of the credit union’s products and services to enhance members’ financial lives.
Promote and educate members about credit union products and services based on needs identified through member interviews.
Cross-service members based on their financial needs and account reviews.
Respond to members’ requests, problems, and concerns; troubleshoot issues or direct members to the appropriate person for information and assistance; and handle more complex questions and problems for other branch staff as needed.
Provide backup branch operations support, including floor management, processing teller transactions, and other assigned duties.

Description

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

We're Texans Credit Union - a $2.4 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! We're currently seeking a FINANCIAL SERVICES REPRESENTATIVE to join Team Texans at our Spring Creek Pkwy in Plano, TX!

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 Texan' 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

Requirements

This position is not entry-level.

High school diploma or equivalent
At least one (1) year experience in a sales and service environment preferably in a financial institution with cash handling
At least one (1) year experience in a goal-oriented sales environment
Willingness and ability to obtain certification as Mortgage Loan Originator (MLO) through the Nationwide Mortgage Licensing System & Registry (NMLS)
Must successfully pass a credit check, background check and drug screen.

About the Company

Texans Credit Union

Member-focused credit union offering financial services

Texans Credit Union is a member-owned financial cooperative that provides banking services for individuals and businesses in Texas, including savings, checking, mortgages, loans, and other financial products. It operates by offering member-centric financial services through branches and online platforms, with processes designed to help members achieve goals such as buying a home, starting a business, or saving for retirement. Members’ deposits are insured by the NCUA, reflecting its status as a federally insured credit union. What sets Texans Credit Union apart is its emphasis on culture and community—combining a teamwork-driven, compassionate, and empathetic approach with the goal of helping members reach personal milestones, not just generating profits. Its mission centers on being a reliable partner in members’ financial journeys, aiming to support the community and treat members as people, not numbers.

Company size: 201-500
Company stage: Not listed
Total funding: Not listed
Headquarters: Richardson, TX
Founded: 1953

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