FiStaff
Financial Services Representative – Direct Hire
- directions_car 77022 Houston
- work Full-time
About the position
Position: Financial Services Representative – Direct Hire
Location: Houston, Texas
Type of Employment: Full-Time
Sector: Banking / Financial Solutions
Role Type: Client Services, Loans, Account Oversight
Organization: Recruitment for a Leading Credit Union
Role Overview
We are on the hunt for a dynamic Financial Services Representative for a DIRECT HIRE position with a reputable Credit Union based in Houston. This opportunity is crafted for individuals enthusiastic about client care, financial offerings, and loan services. As the initial point of contact, you will guide members through account management and financial assistance.
Core Responsibilities
Provide outstanding service to clients face-to-face, over the phone, and via digital communication.
Initiate and manage deposit accounts including savings options and retirement funds.
Support clients through loan processes from application to disbursement.
Handle account updates: closures, data management, identity confirmations.
Educate clients on credit union offerings and promote additional services.
Conduct over 20 outbound sales interactions daily; follow up on loan statuses efficiently.
Ensure adherence to BSA/AML/OFAC/CIP/MDD regulatory standards.
Visit branch locations as required; availability on Saturdays is necessary.
Qualifications
Prior experience in financial institutions or credit unions is advantageous.
Excellent interpersonal skills with strong communication capabilities.
Analytical mindset to evaluate client needs effectively and provide solutions.
Proficient with Microsoft Office Suite alongside other financial software tools.
Ability to operate independently while thriving in collaborative settings.
Flexibility regarding travel requirements and working hours.
Skills & Competencies
Client-centric approach
Expertise in loans handling and account coordination
Knowledgeable about compliance regulations
Strong sales acumen with cross-selling proficiency
Meticulous attention to detail
Energetic attitude with proactive initiative
Benefits
Secure direct hire role within an established company
Opportunities for career advancement
Collaborative team-focused culture
Continuous learning opportunities
Application Process
Forward your resume today to seize this thrilling opportunity. Become part of a team that prioritizes service excellence, integrity, and member achievement.
Place of work
77022 Houston
United States of America
About the company
FiStaff was founded in 1992 to provide Texas’s most respected financial services companies with custom staffing solutions with our talented people. We began in Houston, where the company is still headquartered, but quickly expanded to service the entire Dallas/Fort Worth Metroplex as well as Austin. It wasn’t long before FiStaff was serving clients and job seekers state-wide.
For the past three decades, we’ve remained laser-focused on our mission to connect the best financial talent with the organizations that need them most. Whether it’s banking, accounting, mortgage, or administrative roles, including financial services staffing, we’ve been dedicated to serving the great state of Texas, and we look forward to the next 30 years of making those connections.
Similar job titles
- Direct Hire Financial Consultant
- Financial Services Advisor
- Client Financial Services Specialist
- Direct Hire Investment Advisor
- Financial Account Representative
- Personal Finance Consultant
- Direct Hire Banking Specialist
- Client Financial Advisor
- Financial Services Associate
- Financial Solutions Representative
Relevant places near
- Pasadena
- Cloverleaf
- Bellaire
- South Houston
- Aldine
- West University Place
- Galena Park
- Jacinto City
- Hunters Creek Village
- Bunker Hill Village
Job ID: 9787066
/ Ref: 64ed3b2cf65f9b48d257a9d6f00602b1