Financial Services Officer III (Branch Sales)/Full-Time /Onsite

Position Summary of Financial Services Officer/FSO III (Branch Sales) - Full Time / Onsite-In Branch: We're Growing and hiring Great Talent to join our 5th Street Branch Office to join our excellent Sales Team! Check out the Financial Services Officer III (Branch Sales) position qualifications, other job required skills, and hours availability and consider applying with us! Our 5th Street Branch located in Tyler, Texas is under construction with a recent remodel, and will soon be ready! Apply today!

What if your ability to build trust could directly improve someone’s financial well-being every single day?

Do you thrive in roles where success comes from relationships built over time—not just transactions?

Are you the kind of person who spots needs others miss—and confidently recommends solutions that make a real difference?

Do you naturally turn everyday conversations into meaningful relationships—and opportunities to truly help people?

As a Financial Services Officer III (Branch Sales) You play a key role in delivering on our mission to care for members like family. Every interaction is an opportunity to build trust, create meaningful relationships, and provide solutions that truly improve our members’ financial lives. If you prioritize people, take pride in helping others, and enjoy making a positive impact - this is the place for you. You'll assist opening new accounts, take consumer loan applications and carry to the finish line when the loan is funded, and connect members to additional services through thoughtful referrals, all while creating experiences that lead to lasting loyalty and positive feedback. You'll work alongside a supportive team that values collaboration and celebrates wins together, because being a Team Player is at the core of how we serve both our members and each other.

We are looking for someone who holds themselves to a high standard of Excellence. That means doing the right thing every time, paying attention to the details, and ensuring accuracy in every transaction. In this role, accountability matters, results matter, and how you achieve them matters most. If you are motivated, people-focused, and ready to grow your career while making a difference, we would love to have you on our team.

Compensation and Position Classification for Financial Services Officer III: $22 per hour DOE, paid Bi-weekly (*See Experience below), plus monthly uncapped incentives! Monthly Incentive: Varies on production results.

Employee Benefits

• Health Insurance, 3 plan options with BC/BS – one plan fully paid for employee
• Dental, Vision, Short- and Long-term disability, Basic Life/AD&D, and Voluntary Life/AD&D
• Supplemental Accident and Critical Illness Insurance
• 401K with Employer Match – employee fully vested on Day One!
• Paid Leaves** include Vacation, Sick, Bereavement, Jury Duty, Volunteer (** Not eligible during initial 90 day hiring period)
• Plus 11 paid Holidays annually!

What You'll Do as the Financial Services Officer III (Branch Sales)

• Consistently deliver an exceptional member experience by actively engaging with members, understanding their needs, and providing personalized, effective solutions. Strive to build strong, lasting relationships, ensure member satisfaction, and contribute to member loyalty through clear communication, responsiveness, and proactive service. FSO performance and accountability is measured by individually receiving 30 or more 4 star or greater positive online reviews with name mentioned by 12/31/2026.
• Actively contribute to loan growth by identifying member needs, educating them on available loan products, and providing tailored solutions. Focus on building strong relationships, promoting financial wellness, and guiding members through the loan process with clarity and confidence to drive lending success. FSO is held accountable for individual production of loan funding of $2,000,000 or greater by 12/31/2026.
• Drive member growth by building strong relationships, identifying opportunities to expand membership, and delivering exceptional service. Focus on educating potential and existing members about the benefits of our products and services, fostering loyalty, and enhancing overall member engagement. Performance is measured by FSO resulting in opening 130 or greater new accounts by 12/31/2026.
• Accurately identify members needs and proactively refer them to the Financial Advisor and Mortgage Department when appropriate. Strive to provide clear and helpful information, ensuring members receive expert guidance tailored to their specific situation, while enhancing overall satisfaction. FSO is accountable and performance measured by ability to submit 24 or greater referrals to the Financial Advisor and/or Mortgage Department by 12/31/2026.
• Consistently produce high-quality work with a focus on accuracy and attention to detail, minimizing errors through careful planning and thorough review. Strive to maintain a high standard of performance by adhering to processes, continuously improving skills, and ensuring tasks are completed with precision and efficiency. FSO is held accountable and performance is measured by completing all work with less than six audit findings reported to the Supervisory Committee by 12/31/26.
• Assist 5th Street Branch in growing the credit union to increase members by 429, increase loans $5,765,894 and increase deposits $63,755,737 from prior year by December 31, 2026 date while achieving net income!

What We're Looking for in a Financial Services Officer III (Branch Sales)

• Prioritizes long-term relationships over one-time transactions
• Excellent communications in verbal and written
• Professional appearance and a genuine self-starter attitude
• Ability to multitask in a fast-paced environment
• Good understanding of the foundation of determining credit worthiness
• The ability to collaborate with team members
• Able to plan and prioritize workload, strong attention to detail, with a focus on accuracy and quality of work
• A trusted advisor to our members and others can rely on
• Plus if applicant has written and verbal proficiency and fluent in Spanish and English

Required Experience:

FSO III* Ten (10) or more years of consumer lending and financing or related banking/credit union industry such as loan processor or credit union/bank CSR.

Education: Minimum High school graduate or GED

Why the Financial Services Officer III (Branch Sales) Role Matters: Our established credit union members and potential borrowers depend on the Financial Services Officer to provide outstanding service that drives member satisfaction and positive reviews while growing the credit union through new accounts, loans, and referrals. Actively identify member needs and connect them to the right solutions. Ensure all work is completed accurately and in compliance with established standards. We take pride that our Branch Sales team's priority is to build lasting relationships with members and referral partners, delivering prompt and trusted service and measurable results that strengthen both our members’ financial futures and the credit union’s long-term growth.

Financial Services Officer III Location & Hours: Onsite in our Tyler, Texas Branch Office with work availability during business hours on Monday - Friday 8 AM - 5 PM, and work availability between 7:45 AM to 6:30 PM for occasional before and/or after business hours meetings. Saturdays are a rotating schedule 9 AM – 2 PM.

Company Highlights

At Kelly Community, we’re seeking talent for our team with a BIG heart, prioritizing collaboration, empathy, and support for both colleagues and members. We are here to celebrate successes and foster an inclusive, valued environment. We show up everyday committed to excellence, continuously improving while never settling for the status quo. Our focus is on fulfilling our mission statement: We care for members like family! Our values are Big Heart, Team Player, and Excellence.

Kelly Community Federal Credit Union is ranked as one of the top-rated, financially sound financial institutions in the United States. Located in Tyler, Texas, our organization has consistently grown year after year. At over $170 million in assets, Kelly Community is a full-service banking institution offering a large suite of financial products and services.

Items to Review Before Applying

Please review the following attachments before proceeding with your application:

• Financial Services Officer III (Branch Sales) Job Description
• Summary of Your Rights Under the Fair Credit Reporting Act
• Kelly Community Federal Credit Union Selection Process

Kelly Community Federal Credit Union Application Process

The following is our typical selection process and timeline. Please keep in mind, this timeline and process may vary from position to position.

1. Initial Application Screening (within 2 business days of application)
2. Phone Screening (within 2 business days of screening)
3. Profile Assessment (within 3 business days of passed phone screening)
4. 1st Interview (Approximately 3-5 business days or dependent on number of applicants; please refer to job posting for any scheduled dates)
5. Follow-up interview (within 2 business days. Dependent on position and number of applicants; not required in all processes)

*Varies by position’s skills requirements

Typical time to hire if the candidate passes all processes: 21 days to hire

Compensation details: 22 Hourly Wage

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