Financial Service Partner I or II at Texas DPS Credit Union | Texas, United States | Rezi

Financial Service Partner I or II at Texas DPS Credit Union

Financial Service Partner I or II

Texas DPS Credit Union · Texas, United States

2 weeks ago

Financial Service Partner I or II

Texas DPS Credit Union · Texas, United States

17 days ago
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About the Role

Serve those who serve others by educating members about money matters, enhancing their experience, and empowering them to make sound financial decisions. This role provides a concierge-style, consultative experience by building relationships, educating members, and helping them achieve financial success.

Responsibilities

  • Deliver exceptional member service aligned with credit union values
  • Build relationships and recommend products and services based on member needs
  • Conduct consultative conversations, including account and credit review
  • Promote financial literacy and digital self-service tools
  • Process teller transactions such as deposits, withdrawals, transfers, and payments
  • Open and maintain member accounts, including savings, checking, CDs, and IRAs
  • Assist with debit cards, fraud or dispute claims, and account maintenance
  • Support branch operations, including cash handling and opening or closing duties
  • Accept, process, close, and fund consumer loan applications
  • Explain loan products, rates, and terms
  • Ensure loan documentation is accurate and compliant
  • Refer mortgage and home equity loans to appropriate partners
  • Handle more complex member requests and support team members

Requirements

  • High school diploma or GED required
  • One to two years of customer service or financial institution experience
  • Prior cash handling experience required
  • Exposure to consumer lending a plus
  • Two to three years of financial institution experience
  • One to two years of consumer lending experience preferred
  • Banking: 1 year (Required)
  • Customer service: 2 years (Required)

Location

  • In person

Work Type

  • Full-time

Experience Level

  • FSP I or FSP II
  • 1-2 years
  • 2-3 years

Education Level

  • High school diploma or GED

Salary/Compensations

  • Competitive pay based on experience and level

Benefits

  • Medical, dental, vision, retirement, and paid time off
  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Life insurance
  • Paid time off
  • Vision insurance

About the Company

  • At Texas DPS Credit Union we do more than conduct routine financial transactions. We serve those who serve others, including the employees and families of the Texas Department of Public Safety, Texas Police Association, and Texas Sheriffs Association.
  • We are here to educate our members about money matters, enhance their experience, and empower them to make decisions that put them in the best possible financial position. This vision drives our leadership team and employees in every action we take.
  • We seek individuals who are enthusiastic about helping drive our vision and who exemplify our core values of Authenticity, Excellence, Integrity, Outstanding Service, and Unity. If you are looking to make an impact while working alongside a close-knit team, we would like to connect.
  • Texas DPS Credit Union supports career growth. FSP I team members may be eligible to advance to FSP II based on performance, training, and business needs.
  • Supportive, team-oriented culture
  • On-site wellness room, and employee lounge