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Financial Service Officer: Texas Trust Credit Union

Company NameTexas Trust Credit Union
Job CategoryBanking/Mortgage
LocationCedar Hill, TX • Mansfield, TX
Position TypeFull-Time, Employee
Experience2-5 Years Experience
Desired Education LevelHigh School
Date PostedNovember 4, 2009

Only qualified applicants need apply. A TXTCU application is required for employment consideration.

To apply: click on the "Click to Apply" button. This will open up the application for this specific position. Please fax your completed application to the fax number listed on the fax cover sheet (included with the application).

Openings available at our Mansfield and Cedar Hill Branches.

Texas Trust Credit Union (voted the Best Place to Bank in Mansfield, TX 2007, 2008, 2009) has 7 branch locations in the Dallas/Ft Worth area. We are a service oriented organization focused on our membership. A competitive salary with an outstanding benefit package is offered. Benefits include paid Health/Rx/Dental/Vision and Life Insurance, 401(k), Defined Benefit Plan, paid Holidays, vacation, sick leave and an employee friendly work environment. Texas Trust Credit Union is an equal opportunity and affirmative action employer.

This individual is responsible for meeting the current and future financial needs of each and every member, while meeting individual, department and organization goals:

  • actively promote and sell the credit union’s full line of financial services by profiling each and every member, assessing their needs and offering solutions to better meet those needs in person or by phone;
  • perform tasks such as opening and closing deposit accounts, taking loan applications, handling customer service requests, and so on during the course of a sales session;
  • actively promote and sell credit life, credit disability, GAP, warranties on all loans when applicable;
  • deepen the member’s relationship by referring the member to our other lines of business including, Heritage Direct Investments, insurance, Mortgage Services and Business Services;
  • perform all maintenance functions to better meet the needs of the member, including, but not limited to: adding & removing joint owners, ordering checks, issuing stop payments, ordering debit cards, processing wire transfers, processing fraud packets and so on;
  • open and assist members with safe deposit boxes;
  • take a proactive role in developing additional relationships by being active in the community through volunteering events, visiting existing and new clients, placing outbound calls to the same;
  • become a notary to assist in notarizing bank documents and limited outside forms;
  • support all other credit union associates, as needed and/or requested;
  • maintain a working knowledge of the credit union’s complete line of products and services, as well as all compliance regulations;
  • perform any and all other duties that may be required or needed from time to time.

REQUIRED SKILLS: High School Diploma/GED; Two (plus) years of college course work and or equivalent work experience; One year or more, experience in a high paced sales environment with a track record of meeting and/or exceeding goals; Six months customer service experience; High comfort level in utilizing computers; Professional written and verbal communication.

PREFERRED SKILLS: Bachelor’s Degree in a business field; Multilingual verbal and written skills; Demonstrate problem-solving, teamwork abilities and the ability to be proactive; Ability to manage difficult situations with little supervision; Demonstrate leadership and assertiveness.




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