Bilingual Digital Branch Sales — Tyler, TX at Kelly

About the Team

At Kelly Community Federal Credit Union, our mission is simple yet profound: we care for members like family. Located in Tyler, Texas, we are a top-rated, financially sound institution with over $170 million in assets. Our culture is built on three core values—Big Heart, Team Player, and Excellence. We prioritize collaboration, empathy, and support for both our colleagues and the members we serve, fostering an inclusive environment where we celebrate successes and continuously improve without settling for the status quo.

About the Role

As a Bilingual Digital Branch Sales (FSO), you play a pivotal role in delivering on our mission by building trust and creating meaningful relationships that directly improve our members' financial well-being. This position is not just about transactions; it is about spotting needs others miss and confidently recommending solutions that make a real difference.

In this role, you will act as a trusted advisor, assisting members with opening new accounts, guiding them through consumer loan applications, and connecting them to specialized services like financial advisors and mortgage departments. You will work alongside a supportive team that values collaboration, ensuring every interaction leads to lasting loyalty and positive feedback. Success in this role is measured by your ability to deliver exceptional service, drive loan growth, and contribute to the credit union's expansion while maintaining the highest standards of accuracy and compliance.

Hiring Process

Our selection process is designed to find the right fit for our team and typically takes about 21 days from application to hire. The timeline includes:

Initial Application Screening: Completed within 2 business days of application.
Phone Screening: Conducted within 2 business days of the initial screening.
Profile Assessment: Administered within 3 business days of passing the phone screen.
First Interview: Scheduled approximately 3-5 business days later, depending on applicant volume.
Follow-up Interview: Conducted within 2 business days if required by the position.

Please review the Financial Services Officer Job Description, Summary of Rights Under the Fair Credit Reporting Act, and our Selection Process documents before applying.

Equal Opportunity

Kelly Community Federal Credit Union is an equal opportunity employer. We are committed to fostering an inclusive environment where talent is valued regardless of background. We seek individuals who share our passion for serving others and helping them achieve their financial goals.

Work location

Work model: On-site

8133, Tina Drive, Robert E Lee Heights, Tyler, Smith County, Texas, 75703, United States

Tyler, Texas

Key Responsibilities

check_circleIdentify member needs and provide tailored financial solutions to drive loan growth
check_circleBuild strong relationships with members to foster loyalty and drive new account growth
check_circleEnsure accuracy and compliance in all transactions while minimizing audit findings
check_circleEngage with members to deliver exceptional service and achieve positive online reviews
check_circleAssist members in opening new accounts and process consumer loan applications to completion
check_circleProactively refer members to Financial Advisors and Mortgage Departments when appropriate

Requirements

verifiedFluent in English and Spanish
verified6 months to 2 years sales experience (FSO I)
verified2 to 10 years consumer lending experience (FSO II)
verified10+ years consumer lending experience (FSO III)
verifiedHigh school graduate or GED (FSO I, II, III)
verifiedBachelor's degree in Business Administration (Finance, Marketing, or Communications) for FSO II equivalent

Nice to Have

Familiar or prior work experience in a call center.

Benefits & Perks

check_circleHealth insurance with 3 plan options including one fully paid for the employeecheck_circleDental, vision, short- and long-term disability, basic life/AD&D, and voluntary life/AD&Dcheck_circleSupplemental accident and critical illness insurancecheck_circle401K with employer match and full employee vesting on day onePaid leaves including vacation, sick, bereavement, jury duty, and volunteer time

Company

Kelly Community Federal Credit Union

Industry

Banking

Headquarters

Tyler, Texas

Open Roles

Save More. Earn More. Do More. Financially®

Kelly Community Federal Credit Union operates within the banking industry, providing financial services from its headquarters in Tyler, Texas. Founded in February 1963 by employees at the Kelly-Springfield Tire Plant, the institution began as a savings and loans resource for the local workforce. Originally known as Kelly Tyler Federal Credit Union, the organization served its initial membership for over four decades before evolving to meet broader community needs. In 2001, the board of directors authorized an expansion of the credit union's charter to include the wider community, a move that culminated in a name change to Kelly Community Federal Credit Union in 2006. This transition allowed the organization to maintain its historical roots while extending its reach to a larger population. The credit union focuses on delivering financial solutions that assist members in saving, earning, and managing their money effectively. The institution emphasizes a supportive approach to banking, treating members with a level of care comparable to family relationships. By combining a long-standing local history with modern financial services, Kelly Community Federal Credit Union continues to serve the financial needs of individuals and families in the Tyler area and beyond.

Skills, education and keywords

Skills: English, Spanish, Loan Processor, Credit Union, Bank Teller, CSR, Consumer Lending, Financing, Retail Sales, Banking.

Education: Minimum High school graduate or GED required for FSO I and III; Bachelor's in Business Administration (Finance, Marketing, or Communications) accepted as equivalent experience for FSO II.

Frequently asked questions about Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union

What does a Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union do?expand_more

A Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union is responsible for the following: Identify member needs and provide tailored financial solutions to drive loan growth; Build strong relationships with members to foster loyalty and drive new account growth; Ensure accuracy and compliance in all transactions while minimizing audit findings; and Engage with members to deliver exceptional service and achieve positive online reviews.

What are the requirements for this Bilingual Digital Branch Sales FSO Full-Time Onsite role?expand_more

To qualify for the Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union position, applicants should have: Fluent in English and Spanish; 6 months to 2 years sales experience (FSO I); 2 to 10 years consumer lending experience (FSO II); 10+ years consumer lending experience (FSO III); High school graduate or GED (FSO I, II, III); and Bachelor's degree in Business Administration (Finance, Marketing, or Communications) for FSO II equivalent.

Where is the Bilingual Digital Branch Sales FSO Full-Time Onsite role at Kelly Community Federal Credit Union located?expand_more

Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union is based in 8133, Tina Drive, Robert E Lee Heights, Tyler, Smith County, Texas, 75703, United States. This is a on-site role.

Is this Bilingual Digital Branch Sales FSO Full-Time Onsite job remote, hybrid, or on-site?expand_more

Kelly Community Federal Credit Union has listed this Bilingual Digital Branch Sales FSO Full-Time Onsite role as on-site.

How much experience is required for this Bilingual Digital Branch Sales FSO Full-Time Onsite role?expand_more

Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union typically requires 0.5–10 years of relevant experience at the mid level level.

What skills do you need for the Bilingual Digital Branch Sales FSO Full-Time Onsite role at Kelly Community Federal Credit Union?expand_more

Key skills for Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union include English; Spanish; Loan Processor; Credit Union; Bank Teller; CSR; Consumer Lending; and Financing.

What education is required for Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union?expand_more

Educational requirements for this role: Minimum High school graduate or GED required for FSO I and III; and Bachelor's in Business Administration (Finance, Marketing, or Communications) accepted as equivalent experience for FSO II.

What category does the Bilingual Digital Branch Sales FSO Full-Time Onsite role belong to?expand_more

Bilingual Digital Branch Sales FSO Full-Time Onsite at Kelly Community Federal Credit Union is part of the sales job category on Recrutus.

About Kelly Community Federal Credit Union

In 2001, the board of directors authorized an expansion of the credit union's charter to include the wider community, a move that culminated in a name change to Kelly Community Federal Credit Union in 2006. This transition allowed the organization to maintain its historical roots while extending its reach to a larger population. The credit union focuses on delivering financial solutions that assist members in saving, earning, and managing their money effectively.

The institution emphasizes a supportive approach to banking, treating members with a level of care comparable to family relationships. By combining a long-standing local history with modern financial services, Kelly Community Federal Credit Union continues to serve the financial needs of individuals and families in the Tyler area and beyond.

Browse more roles: All Kelly Community Federal Credit Union jobs, sales jobs on Recrutus.

Bilingual Digital Branch Sales FSO Full-Time Onsite