Bilingual Digital Branch Sales FSO/Full-Time/Onsite
Kelly Community FCU, Tyler, TX, United States
Position Summary
Position Summary for the Bilingual Digital Branch Sales (FSO) Full‑Time / Onsite‑In Branch: Bilingual fluent English and Spanish Talent to join the Digital Branch Sales Team. This role assists with opening new accounts, taking consumer loan applications, completing loan funding, and connecting members to additional services through thoughtful referrals, creating lasting loyalty.
Compensation and Position Classification $19* to $23* per hour, including Bilingual English/Spanish stipend (DOE) (*See Required Experience below), paid bi‑weekly, plus monthly uncapped incentives.
Employee Benefits
Health, 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!
Casual work attire environment!
What You’ll Do as the Bilingual Digital Branch Sales (FSO)
Consistently deliver an exceptional member experience by actively engaging with members, understanding their needs, and providing personalized, effective solutions. Strive to build strong relationships, ensure member satisfaction, and contribute to member loyalty through clear communication, responsiveness, and proactive service. FSO performance and accountability are measured by individually receiving 52 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. FSO is held accountable for individual production of loan funding of $6,500,000 or greater by 12/31/2026.
Drive member growth by building strong relationships, identifying opportunities to expand membership, and delivering exceptional service. Performance is measured by FSO resulting in opening 79 or more new accounts by 12/31/2026.
Accurately identify member needs and proactively refer them to the Financial Advisor and Mortgage Department when appropriate. FSO is accountable, and performance is measured by ability to submit 36 or more 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. FSO is held accountable and performance measured by completing all work with less than twelve (12) audit findings reported to the Supervisory Committee by 12/31/2026.
Assist Digital Branch in growing the credit union to increase members by 227, increase loans $22,239,876 and increase deposits $27,213,560 from the prior year by December 31, 2026 while achieving net income.
What We’re Looking for in a Bilingual Digital Branch Sales (FSO)
Applicant has written and verbal proficiency and is fluent in English and Spanish
Prioritizes long‑term relationships over one‑time transactions
Familiar or prior work experience in a call center
Excellent verbal and written communication skills
Possesses a genuine self‑starter attitude
Ability to multitask in a fast‑paced environment
Good understanding of the fundamentals of determining credit worthiness
Ability to collaborate with team members
Able to plan and prioritize workload, with strong attention to detail and a focus on accuracy and quality of work
Serves as a trusted advisor to members and others can rely on
Required Experience *Digital Branch Sales FSO I: Six (6) months to two (2) years of product and services sales experience similar to retail sales or related banking/credit union industry such as loan processor, credit union or bank teller, or credit union or bank CSR.
*Digital Branch Sales FSO II: Two (2) to ten (10) years of consumer lending and financing or related banking/credit union industry such as loan processor or credit union/bank CSR.
*Digital Branch Sales 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 *Digital Branch Sales FSO I: Minimum High school graduate or GED with FSO I required experience.
*Digital Branch Sales FSO II: Minimum High school graduate or GED with FSO II required experience, or a four (4) year completed Bachelor's degree in Business Administration with major in Finance, Marketing, or Communications is accepted as required experience equivalent.
*Digital Branch Sales FSO III: Minimum High school graduate or GED with FSO III required experience.
Location & Hours Onsite in Tyler, Texas Administration Office. Work availability during business hours Monday – Friday 8 AM – 5 PM, and availability between 7 : 45 AM to 6 : 30 PM for occasional before and/or after business hours meetings. Saturdays are on rotating schedule 9 AM – 2 PM.
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Compensation and Position Classification $19* to $23* per hour, including Bilingual English/Spanish stipend (DOE) (*See Required Experience below), paid bi‑weekly, plus monthly uncapped incentives.
Employee Benefits
Health, 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!
Casual work attire environment!
What You’ll Do as the Bilingual Digital Branch Sales (FSO)
Consistently deliver an exceptional member experience by actively engaging with members, understanding their needs, and providing personalized, effective solutions. Strive to build strong relationships, ensure member satisfaction, and contribute to member loyalty through clear communication, responsiveness, and proactive service. FSO performance and accountability are measured by individually receiving 52 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. FSO is held accountable for individual production of loan funding of $6,500,000 or greater by 12/31/2026.
Drive member growth by building strong relationships, identifying opportunities to expand membership, and delivering exceptional service. Performance is measured by FSO resulting in opening 79 or more new accounts by 12/31/2026.
Accurately identify member needs and proactively refer them to the Financial Advisor and Mortgage Department when appropriate. FSO is accountable, and performance is measured by ability to submit 36 or more 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. FSO is held accountable and performance measured by completing all work with less than twelve (12) audit findings reported to the Supervisory Committee by 12/31/2026.
Assist Digital Branch in growing the credit union to increase members by 227, increase loans $22,239,876 and increase deposits $27,213,560 from the prior year by December 31, 2026 while achieving net income.
What We’re Looking for in a Bilingual Digital Branch Sales (FSO)
Applicant has written and verbal proficiency and is fluent in English and Spanish
Prioritizes long‑term relationships over one‑time transactions
Familiar or prior work experience in a call center
Excellent verbal and written communication skills
Possesses a genuine self‑starter attitude
Ability to multitask in a fast‑paced environment
Good understanding of the fundamentals of determining credit worthiness
Ability to collaborate with team members
Able to plan and prioritize workload, with strong attention to detail and a focus on accuracy and quality of work
Serves as a trusted advisor to members and others can rely on
Required Experience *Digital Branch Sales FSO I: Six (6) months to two (2) years of product and services sales experience similar to retail sales or related banking/credit union industry such as loan processor, credit union or bank teller, or credit union or bank CSR.
*Digital Branch Sales FSO II: Two (2) to ten (10) years of consumer lending and financing or related banking/credit union industry such as loan processor or credit union/bank CSR.
*Digital Branch Sales 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 *Digital Branch Sales FSO I: Minimum High school graduate or GED with FSO I required experience.
*Digital Branch Sales FSO II: Minimum High school graduate or GED with FSO II required experience, or a four (4) year completed Bachelor's degree in Business Administration with major in Finance, Marketing, or Communications is accepted as required experience equivalent.
*Digital Branch Sales FSO III: Minimum High school graduate or GED with FSO III required experience.
Location & Hours Onsite in Tyler, Texas Administration Office. Work availability during business hours Monday – Friday 8 AM – 5 PM, and availability between 7 : 45 AM to 6 : 30 PM for occasional before and/or after business hours meetings. Saturdays are on rotating schedule 9 AM – 2 PM.
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