EECU Credit Union
Financial Center Consultant II (Banker) - Hulen
EECU Credit Union, Fort Worth, Texas, United States, 76102
Overview
Exciting Career Opportunity: Financial Center Consultant II at our EECU Hulen Financial Center. EECU is looking for a dynamic Financial Center Consultant II who brings energy, enthusiasm, and expertise to every member interaction. You’ll be the driving force behind exceptional service, helping members discover the right products and solutions for their financial goals, from welcoming members as the first point of contact to guiding them through new accounts and loan production. The position will rotate within the branch to support members with products and services as needed. You may be the first person members meet in our financial center who may advise, suggestive sell, and set up their new products. The Financial Center Consultant II will conduct consultative selling sessions and perform financial profiles to identify relationship expansion opportunities. You will primarily perform platform functions, open new accounts, and support loan production, while representing EECU to create lifelong members through genuine relationships. Responsibilities
Provide consultative selling sessions and perform financial profiles to identify relationship expansion opportunities. Open new accounts and process loan production; perform a broad variety of member service functions and assist with teller duties as needed. Deliver a complete service and sales experience that meets or exceeds monthly sales goals. Support marketing initiatives within the branch and proactively build rapport with members through excellent service. Cover lobby responsibilities, greet all members, answer calls, and direct members to appropriate staff. Support compliance with applicable laws and internal policies; contribute to a compliant, ethical environment. Qualifications
One year minimum experience in a retail or financial environment focused on service and relationship building. Retail operations knowledge (platform and teller operations) preferred. Strong communication skills for interactions with members; high level of ownership and accountability. Ability to thrive in a fast-paced environment and prioritize multiple tasks daily. Good listening, problem-solving, and empathetic approach; solid computer, math, and written communication skills. College degree preferred. Bilingual required — able to speak, read, and write Spanish. Availability during hours: 8:00 am – 6:15 pm (Mon–Fri) and 8:45 am – 1:15 pm (Sat). Compliance and Conditions
Responsible for compliance with all Federal and State rules and regulations including but not limited to Bank Secrecy Act, anti-money laundering, privacy regulations, and consumer protection regulations. Attendance at initial and ongoing annual Bank Secrecy Act training is required. About EECU
For more than 90 years, Fort Worth-based EECU has been committed to providing members A Better Way of Banking. EECU is one of the largest credit unions in Texas with $4 billion in assets and serves over 297,000 members through 21 financial centers across North Texas. In the spirit of the credit union philosophy “people helping people,” EECU has been recognized for employee volunteerism and community impact and has earned accolades such as Best Bank/Credit Union by local publications and Blue Zones certification for promoting employee well-being. Equal Opportunity
EECU is an EOE/Vets/Disabled Employer. We do not discriminate against applicants due to veterans status or disability. For more information, please visit the EECU Careers site at www.eecu.org/careers.
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Exciting Career Opportunity: Financial Center Consultant II at our EECU Hulen Financial Center. EECU is looking for a dynamic Financial Center Consultant II who brings energy, enthusiasm, and expertise to every member interaction. You’ll be the driving force behind exceptional service, helping members discover the right products and solutions for their financial goals, from welcoming members as the first point of contact to guiding them through new accounts and loan production. The position will rotate within the branch to support members with products and services as needed. You may be the first person members meet in our financial center who may advise, suggestive sell, and set up their new products. The Financial Center Consultant II will conduct consultative selling sessions and perform financial profiles to identify relationship expansion opportunities. You will primarily perform platform functions, open new accounts, and support loan production, while representing EECU to create lifelong members through genuine relationships. Responsibilities
Provide consultative selling sessions and perform financial profiles to identify relationship expansion opportunities. Open new accounts and process loan production; perform a broad variety of member service functions and assist with teller duties as needed. Deliver a complete service and sales experience that meets or exceeds monthly sales goals. Support marketing initiatives within the branch and proactively build rapport with members through excellent service. Cover lobby responsibilities, greet all members, answer calls, and direct members to appropriate staff. Support compliance with applicable laws and internal policies; contribute to a compliant, ethical environment. Qualifications
One year minimum experience in a retail or financial environment focused on service and relationship building. Retail operations knowledge (platform and teller operations) preferred. Strong communication skills for interactions with members; high level of ownership and accountability. Ability to thrive in a fast-paced environment and prioritize multiple tasks daily. Good listening, problem-solving, and empathetic approach; solid computer, math, and written communication skills. College degree preferred. Bilingual required — able to speak, read, and write Spanish. Availability during hours: 8:00 am – 6:15 pm (Mon–Fri) and 8:45 am – 1:15 pm (Sat). Compliance and Conditions
Responsible for compliance with all Federal and State rules and regulations including but not limited to Bank Secrecy Act, anti-money laundering, privacy regulations, and consumer protection regulations. Attendance at initial and ongoing annual Bank Secrecy Act training is required. About EECU
For more than 90 years, Fort Worth-based EECU has been committed to providing members A Better Way of Banking. EECU is one of the largest credit unions in Texas with $4 billion in assets and serves over 297,000 members through 21 financial centers across North Texas. In the spirit of the credit union philosophy “people helping people,” EECU has been recognized for employee volunteerism and community impact and has earned accolades such as Best Bank/Credit Union by local publications and Blue Zones certification for promoting employee well-being. Equal Opportunity
EECU is an EOE/Vets/Disabled Employer. We do not discriminate against applicants due to veterans status or disability. For more information, please visit the EECU Careers site at www.eecu.org/careers.
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