Financial Center Consultant II

2 months ago

Weatherford, United States EECU Full time
Job DescriptionJob Description

Interested in being a Banker at our new upcoming Hudson Oaks Financial Center?

EECU is seeking energetic, self-motivated and positive employees to work in a new financial center. A Financial Center Consultant II (Banker), will focus on creating an excellent customer experience, fostering customer relationships and cross-selling products and services to meet our customers’ needs.

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.

Job Responsibilities:

  • Customer Service & Relationship focused
  • Understanding customers’ financial goals, offering tailored solutions to fit their needs.
  • Outbound sales calling, and cross-selling products to new and existing members.
  • Meeting sales targets and financial center goals.
  • Handling of account management, and complex and difficult interactions.
  • Teamwork and collaboration skills that will assist with communicating with other departments to provide referrals as needed.
  • Ensures that customers are educated in how to use the EECU mobile banking as needed.
  • Ensure that a control environment and procedures are followed for the financial centers.

Candidates for EECU should possess the following knowledge and skills:

  • One to Three years’ experience in retail and/or financial industry or related field.
  • Professional, self-starter, excellent communicator, multi-tasker, and strong interpersonal skills, show empathy, active listening skills effective communication, flexibility, energetic and optimistic.
  • Retail sales and financial knowledge are preferred for success in this role.
  • Ability to work at the financial center extended hours and multiple Saturdays.
  • Retail Sales or banking/credit union experience preferred.
  • Must be capable of regular, reliable, and timely attendance.
  • Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
  • Must use discretion, effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
  • College Degree preferred.
  • Able to work extended hours and multiple Saturdays. Monday-Friday 9am - 6pm and Saturdays 9am-1:30pm, Closed Sundays. Flexibility in working other financial centers whenever required or requested by management.
  • Hourly rate position with monthly incentives. Starting pay $17.

For more than 85 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 $3.7 billion in USD assets and serves over 277,000 members through 18 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 www.eecu.org/careers.


Monday-Friday 9am- 6:15pm, Saturdays 8:45am-1:15pm

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