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Financial Center Banker - North Richland Hills Location

Educational Employees Credit Union

Financial Center Consultant II

EECU is seeking an experienced and motivated Financial Center Consultant II to join our team. In this role, you will serve as a trusted financial resource for our members, providing personalized solutions that support their unique needs. As a key point of contact within the financial center, you will build strong relationships, identify opportunities to recommend products and services, and assist members with opening new accounts and consumer loan solutions. Your commitment to service excellence and financial expertise will play an important role in creating positive member experiences and fostering long-term member loyalty.

Why Join EECU? -Competitive hourly pay + monthly incentives -Engaging, fast-paced environment -Opportunities to develop and grow your career -Be part of a team dedicated to excellence in service

If you have a strong track record in loan production, consultative selling, and delivering top-tier member experiences, we want to hear from you! This is your chance to thrive in a role where you make a real impact every day. Apply today and let's build something amazing together!

The Financial Center Consultant II will conduct consultative selling sessions: perform financial profiles on members to ascertain relationship expansion opportunities. Utilize indirect cross-selling reports and internal opportunity reports as provided by management. Primarily this position will spend the time performing platform functions, opening new accounts and loan production. 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 II:

  • Proven goal achievement in loan production
  • Cross selling and referral skills are strongly preferred
  • Ability to deliver great member experiences in our environment and be invigorated by constant personal interaction whether in the teller line or in a personal banker role.
  • Providing a complete service and sales experience for members resulting in exceeding sales goals monthly.
  • Perform a broad variety of member service functions such as opening business and consumer loans/accounts and ability to solve operational issues and provide teller functions.
  • 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 concierge for branch, greets all members, answers calls, and assists or directs members to appropriate employees.
  • EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions.

Candidates for EECU should possess the following knowledge and experience:

  • One-year minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with members/customers.
  • Retail Operations knowledge i.e. platform and teller operations preferred
  • 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.
  • College Degree preferred
  • Need to be available during the hours of 8:30am- 6:15pm Monday - Friday and 8:45am-1:15pm Saturdays. Hourly rate position with opportunity of monthly incentives

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 90 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 $4.4 billion in USD assets and serves over 300,000 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.

Educational Employees Credit Union
Vacancy posted 4 days ago
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