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Financial Sales Representative - Plano

Texans Credit Union · texanscu.org
Plano
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The job in short

Financial sales representative in Plano.

Spring

Details

Found
31 d ago · posted 2026-09-25
Location
Plano, TX, US

Full description

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.

Sales Representative jobs in Plano, Texas · Sales Representative jobs in the United States · All Texans Credit Union jobs

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