Financial Center Consultant II (Banker) -- Chisholm Trail

Job Description

Job Description

Financial Center Consultant II (Banker)

Build lasting member relationships—and deliver a seamless financial center experience.

At EECU, every member interaction is an opportunity to build trust and make financial well-being more accessible. We’re looking for an experienced, service-driven Financial Center Consultant II (Banker) in the Chisholm Trail Financial Center  to expand member relationships, identify financial needs, and provide tailored products and services. This versatile role primarily supports platform activities and pivots to teller, lobby floor management, and concierge responsibilities as needed. If you enjoy solving problems, educating members on technology, and creating outstanding experiences, this is an opportunity to make a meaningful impact in one of our Financial Centers.

• Open and service consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; complete related paperwork, file maintenance, and debit card issuance accurately.
• Interview members, process loan applications, and resolve operational issues while following EECU policies, procedures, and applicable regulations.
• Evaluate members’ needs and recommend appropriate financial products and services using a needs-based, consultative approach.
• Help the Financial Center meet or exceed monthly sales and service goals by using opportunity reports, participating in marketing campaigns, and making outbound member calls.
• Perform teller transactions and transition between platform, teller, and other member-service responsibilities as business needs require.
• Manage the lobby experience by greeting members, answering incoming calls, and directing members to the appropriate employee, Interactive Teller Machine, or digital dialogue office.
• Educate members on branch and credit union technology to improve convenience, access, and efficiency.
• Troubleshoot complex account concerns, ask thoughtful questions, provide solutions whenever possible during the initial contact, and follow up as needed.

• High school diploma or equivalent required; college degree preferred.
• One to three years of financial services or related experience, including demonstrated experience with loan production, new accounts, and teller transactions.
• Strong knowledge of credit union products and services, retail platform and teller operations, sales practices, and applicable credit union and federal regulations.
• Excellent written and verbal communication skills, with the ability to listen actively, show empathy, and handle complex or difficult interactions professionally.
• Strong organization, time management, problem-solving, and follow-through skills in a fast-paced environment.
• Ability to manage multiple, simultaneous, and changing priorities while maintaining accuracy, quality, composure, and a positive service mindset.
• Flexibility to work extended hours and support other Financial Centers or critical service areas with limited notice when requested by management.
• Sound judgment and the highest level of discretion when handling confidential member and organizational information.

Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training. 

Are energized by work that requires accuracy and consistency; communicate professionally with employees at every level; stay organized when priorities shift; approach questions with patience and a service mindset; and take pride in completing sensitive, high-impact work correctly and on time.

EECU is a not-for-profit credit union owned by our members and built around a simple promise: deliver value, support our communities, and provide a faster, friendlier, more personalized financial experience. Since our founding in 1934 to serve Fort Worth teachers and administrators, we have grown into a $4.5+ billion institution with 22 Financial Centers across North Texas, convenient online and mobile banking, and nationwide access to more than 5,000 Service Centers and 85,000 ATMs. We continue to invest in modern technology, greater convenience, and products that help make our members’ lives simpler.

Our commitment to members, communities, and employees has earned national and regional recognition. In 2025, EECU was named one of “America’s Best Credit Unions” by Newsweek and a “Best-In-State Credit Union” by Forbes. Our community partnership work received PR Daily’s “Community-Nonprofit Partnership” award, and Gallagher recognized EECU as a Best-in-Class Employer. We’re proud of our heritage—and excited about the people who will help shape what comes next.

Bring your financial services experience, relationship-building skills, and commitment to exceptional member service to a team that values flexibility, expertise, and community. Apply today to join EECU as our next Financial Center Consultant II.

EECU is an EOE/Vets/Disabled Employer. 

We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans' status or based on disability. 

For more information on our organization and our best-in-class benefits please visit EECU Careers at