Financial Center Consultant I
EECU
Are you looking for a Teller position here at EECU? EECU is looking for a Financial Center Consultant I (Teller) for our Fort Worth (Downtown) location that will create energy and excitement around EECU products and services, providing the right solutions and the right products for our members. EECU is dedicated to delivering excellence in service and it starts with you discovering our member's needs. The Financial Center Consultant I will support our members while conducting teller transactions and providing guidance on our products and services. We are looking for someone who is proud to represent EECU and who gets great satisfaction in creating lifelong members by developing sincere relationships. Key Qualifications For The Financial Center Consultant I Ability to deliver great member experiences in our environment and be invigorated by constant personal interaction. Providing a complete service and sales experience for members resulting in exceeding sales goals on a monthly basis. Perform a broad variety of member service functions such as teller functions; deposits, withdraws, check cashing, etc. Have the ability to solve operational issues. Proactively initiate and support marketing initiatives within the branch. Responsible for building exceptional rapport with our members with providing excellence in service. Responsible for lobby coverage that includes greeting all members, answers calls, and assists or directs members to appropriate employees when needed. EECU will, in compliance with applicable law, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions. If offered a position with EECU, will have to clear background check including employment, criminal, and drug screen. Candidates for EECU should possess the following knowledge and experience: One to two years minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with member/customers. Cash handling daily with the ability to balance without overages or shortages. Strong communication skills that let you converse freely and comfortably in all interactions with members. Bring enthusiasm and professionalism to EECU, with a high level of ownership and accountability. Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily. Good listener that is approachable, can problem solve and be empathetic. Relevant computer skills, solid math and written communication skills. High school diploma or equivalent. Bilingual required- able to read, write, and speak Spanish Need to be available during the hours of 7:30am- 6:15pm Monday - Friday, and 8:45am-1:15pm Saturdays. 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. For more than 92 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking"® . Today, EECU is one of the largest credit unions in Texas with over $ 4.5 billion in USD assets and serves over 315,000 members through 22 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being. EECU is an EOE/Vets/Disabled Employer. We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability. For more information on our organization and our best in class benefits please visit EECU Careers at . #J-18808-Ljbffr EECU
$22 - $24 per hour
...the lives of our members. This role combines in-branch and call center responsibilities—perfect for someone who enjoys building relationships, solving problems, and helping members achieve their financial goals. What You’ll Do Be the friendly voice answering member calls...SuggestedCasual workFlexible hours- ...same company. We hire only the best and brightest. Our positions are demanding but provide an excellent opportunity to learn the financial industry. Work Hours: Monday-Friday 9:20 am-6:05 pm and two Saturdays per month 8:30 am-12:30 pm. Job Description The FSR...SuggestedFull timePart timeCasual workWork at officeRemote workMonday to FridayFlexible hours2 days per week3 days per week
$100k - $110k
...% bonus Desired Skills: Experience with financial planning process, tools, concepts, and strategies... ..., JD) Day-To-Day: The Advanced Planning Consultant (APC) acts as a financial planning... ...- $5,000 sign on incentive Financial Center Consultant II (Banker) - Stephenville Dallas...SuggestedFull timeInternship- Symonds Wealth Management, a comprehensive financial planning and investment firm located in... ...generation and meeting documentation Consult with clients on investment strategies based... .../client focus, and teamwork Develop Centers of Influences such as community involvement...Suggested
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a...Work at officeFlexible hoursShift workWeekend workDay shift
$44.69k - $65.74k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...leads, service-to-sales conversations as well as leveraging centers of influence for referrals. You thrive in a high-energy, sales-...Local areaFlexible hoursAfternoon shift- ...Description Job Description Position Title : Financial Advisor Securities Exempt Status : Exempt (... ...– Southside Investment Services Location: University Center - Fort Worth, Texas Benefits: ~ Medical, Prescription...For contractorsWork at office
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Temporary workWork experience placementLocal area
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...small business, lending, and investments • Manages financial center traffic, appointments, and outbound calls effectively • Drives...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Certified Financial Advisor Apply ( locations Dallas/Ft. Worth, TX time type Full time posted on Posted 30+ Days Ago job requisition id 167238 Join Vanguard as a Certified Financial Advisor in Plano, TX Are you a Certified Financial Planner...Full timeWork at officeRemote workRelocationMonday to Friday
- ...Capabilities, and Skills Work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Temporary workWork experience placement
- ...managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on... ...health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Temporary workWork experience placementLocal area
- ...Financial Counselor At Mesa Springs, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals and communities. In your role, you'll support those that are in our...Work at officeLocal areaFlexible hours
- Financial Advisor / Financial Planner Location: Ft Worth, TX — Hybrid/Remote Job Type: Full-Time About Spectrum Financial Group Backed and supported by MassMutual, we are a growing, client‑focused financial services firm dedicated to helping individuals, families, and...Full timeRemote workFlexible hours
$75k - $100k
...Heart to Heart is a rapidly growing financial services company offering remote work-from-home commission-based positions. We are currently... ...development expertise Proficiency in data analytics Consulting experience in financial services These skill sets, combined...Full timeContract workRemote workWork from home$80k
...IL & San Antonio, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting... ...Credit Analyst candidate will be responsible for analyzing the financial conditions of individuals and businesses applying for C&I, CRE,...Bank staffWork at office- ...Teller I Department: 3342-Fossil Creek Western Center Employment Type: Part Time Location: Fossil Creek, Texas Compensation: Depends on Experience Description GENERAL SUMMARY: Provides quality service and develops long term customer relationships...Part timeTrial periodMonday to FridayFlexible hoursShift workNight shift
- ...Investment Consultant II - Merrill Premium Fort Worth, Texas To proceed with your application... ...guided by a common purpose to help make financial lives better through the power of every... ...Flexible to work assigned shift within center hours of operation Strong desire for...Work at officeFlexible hoursShift workDay shift
$47k
...Job Description Job Description Title: Financial Aid Counselor Employee Classification: Financial Aid Counselor Campus: University of North Texas Health at Fort Worth Division: HSC-Provost & Exec VP SubDivision-Department: HSC-Enrollment Management...Work at officeMonday to FridayAfternoon shift- ...and databases About Us JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions... ...comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Work at office
- ...Mortgage Loan Processor Non-Exempt Reports to: Mortgage Operations Manager Location: University Center Benefits: Medical, Prescription Drugs, Dental, and Vision Insurance, Insurance Eligibility for Team Members and Dependents Starting on the First Day of Employment...For contractorsWork at officeMonday to Friday
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- ...Northwestern Mutual in Fort Worth, Texas, is looking for College Financial Representatives for an internship program. This opportunity allows students to build an integrated financial planning practice while receiving support from a Fortune 500 company. Responsibilities...Full timeInternshipFlexible hours
- ...decks and management presentations for the senior leadership team and private equity sponsor. Prepare monthly commentary on key financial results, trends, and variances from budget and forecasts at the consolidated level. Assist with the annual corporate...
- ...join our team where your work makes an impact, your growth is supported, and your success is celebrated. Position Summary The Senior Financial Analyst, FP&A is a critical member of the Finance team, directly supporting the CFO in driving financial planning, forecasting,...
- ...Job Description Job Description Financial Teller Looking for a role with a strong... ...you’ll help create a welcoming financial center experience while connecting members with... ...our members. As a Financial Center Consultant I, you’ll support members through teller...Full timeMonday to FridayDay shift
- ...Regional Field Recruiter at Modern Woodmen of America Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help...Full timeLocal area
- First Command in Fort Worth, Texas is looking for Financial Advisors to assist military families with their financial plans. You will provide guidance and develop financial strategies while engaging with the community to attract new clients. Successful candidates will benefit...Flexible hours
- Texas Capital, based in Dallas with offices in Fort Worth, is seeking a senior private banking professional to lead client relationships and coordinate a cross-disciplinary wealth management team. The role focuses on generating new clients, managing ongoing experience, ...
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