JOB DETAILS

Financial Sales Representative - Garland (Austin St)

CompanyTexans Credit Union
LocationGarland
Work ModeOn Site
PostedJune 2, 2026
About The Company
Welcome to Texans Credit Union! As Texans, we are proud, strong, and determined. We walk with a swagger, unafraid to show our true character, and we believe a financial institution bold enough to call itself “Texans” should do the same. It's been 70 years in the making. Working together to reach our goals, pulling each other up by the bootstraps, and celebrating our accomplishments. It's made us who we are, and we are a determined bunch. Our corporate culture is at the heart of our success. We value our team and inject humanity into everything we do. We work hard and have fun together, creating a collaborative environment that allows us to serve our members with compassion and empathy. Whether you're looking to buy a new home, start a business or save for retirement, we're here to help you achieve your goals. Join us and experience the credit union difference – where you're more than just a number, you're a valued member of our community. Federally insured by the NCUA.
About the Role

Description



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 Austin Street - Garland branch!


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

Requirements

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-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.


Key Skills
Loan OriginationAccount ServicingFinancial Needs AnalysisCash HandlingCross-sellingCustomer ServiceMortgage Loan OriginationConsumer LendingReal Estate LoansProblem Solving
Categories
Finance & AccountingSalesCustomer Service & Support
Job Information
📋Core Responsibilities
Act as the primary sales leader within the branch by originating and processing loans and opening new accounts. Serve as a liaison for members to determine financial needs and provide back-up support for branch operations.
📋Job Type
full time
💰Salary Range
$25 - $26
📊Experience Level
2-5
💼Company Size
362
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
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