Financial Center Consultant II

4 weeks ago

Arlington, United States EECU Full time
Job DescriptionJob Description

Interested in being a Banker at our Arlington location?

EECU is looking for a Financial Center Consultant II 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. This position will rotate within the branch helping to support our members with products and services as needed. You may be the first-person members meet in our financial center who may guide our members by advising, suggestive selling and setting up their new products. The Financial Center Consultant II will conduct consultative selling sessions: perform financial profiles on members to ascertain relationship expansion opportunities. Utilize indirect cross-selling report 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 weather in the teller line or in a personal banker role.
  • 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 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. 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 year minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with member/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
  • Bilingual preferred- able to speak, read, write Spanish
  • Need to be available during the hours of 8:15am- 6:15pm Monday - Friday, and 8:45am-1:30pm Saturdays.
  • Starting pay $17 based on experience, plus chance of monthly incentives.


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.

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 information on our organization and our best in class benefits please visit EECU Careers at www.eecu.org/careers.


Monday-Thursday 8am- 5:15pm, Friday 8am-6:15pm, Saturdays 8:45am-1:30pm

  • Financial Center Consultant II

    5 days ago

    Arlington, United States CornerStone Staffing Full time

    Are you passionate about delivering exceptional service and building lasting relationships? Do you thrive in a fast-paced environment where your ability to prioritize and communicate effectively makes all the difference? If so, we have the perfect opportunity for you!Job Title: Bilingual and Non- Bilingual Financial Center Consultant II (Banker)Job ID:...

  • Financial Center Consultant II

    4 days ago

    Arlington, United States CornerStone Staffing Full time

    Job DescriptionJob DescriptionAre you passionate about delivering exceptional service and building lasting relationships? Do you thrive in a fast-paced environment where your ability to prioritize and communicate effectively makes all the difference? If so, we have the perfect opportunity for you!Job Title: Bilingual and Non- Bilingual Financial Center...

  • Financial Center Consultant II

    2 weeks ago

    Arlington, United States EECU Full time

    Interested in being a Banker at our Arlington location? EECU is looking for a Financial Center Consultant II 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 members needs....

  • Financial Center Consultant II

    2 weeks ago

    Arlington, United States EECU Full time

    Interested in being a Banker at our Arlington location?If the following job requirements and experience match your skills, please ensure you apply promptly.EECU is looking for a Financial Center Consultant II that will create energy and excitement around EECU products and services, providing the right solutions and the right products for our members.EECU is...

  • Senior Financial Consultant II

    2 weeks ago

    Arlington, Virginia, United States Creative Financial Staffing Full time

    Position: Senior Financial Consultant II Compensation: $86,000 - $95,000 Work Arrangement: Fully Remote Why Consider the Senior Financial Consultant II Role? Join a prominent advisory service for government contractors that is currently experiencing significant growth. This is an opportunity to become an integral part of a forward-thinking organization that...

  • Financial Center Consultant II

    2 weeks ago

    Arlington, United States CornerStone Staffing Full time

    Are you passionate about delivering exceptional service and building lasting relationships? Do you thrive in a fast-paced environment where your ability to prioritize and communicate effectively makes all the difference? If so, we have the perfect opportunity for you! Job Title: Bilingual and Non- Bilingual Financial Center Consultant II (Banker) Job...

  • Bilingual Financial Center Consultant II

    3 weeks ago

    Arlington, United States EECU Full time

    Job DescriptionJob DescriptionInterested in being a Banker at our Arlington location?EECU is looking for a Bilingual Financial Center Consultant II 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...

  • Banking Center Consultant II

    2 weeks ago

    Arlington, Texas, United States EECU Full time

    Job OverviewAre you interested in a career in banking?EECU is seeking a Financial Center Consultant II who will energize and promote EECU's offerings, ensuring that our members receive tailored solutions and exceptional service.At EECU, we prioritize outstanding service, beginning with understanding our members' needs. This role involves rotating through...

  • Financial Center Consultant II

    2 weeks ago

    Arlington, TX, United States EECU Full time

    Interested in being a Banker at our Arlington location?EECU is looking for a Financial Center Consultant II 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 excellencein service and it starts with you discovering our member's needs....

  • Financial Center Representative

    1 week ago

    Arlington, Virginia, United States CornerStone Staffing Full time

    **Job Summary**CornerStone Staffing is seeking a highly motivated and customer-focused Financial Center Consultant II to join our team. As a Financial Center Consultant II, you will be responsible for providing exceptional service to our members, building lasting relationships, and driving sales growth.**Key Responsibilities:****Member Engagement:** Greet...

  • Banking and Financial Services Consultant

    4 days ago

    Arlington, Texas, United States CornerStone Staffing Full time

    Job SummaryCornerStone Staffing is seeking a highly motivated and customer-focused Financial Center Consultant II to join our team. As a key member of our financial center, you will be responsible for delivering exceptional service and building lasting relationships with our members.Key ResponsibilitiesMember Engagement: Provide a warm welcome to our...

  • Financial Consultant

    3 months ago

    Arlington, United States Andrew Morgan Consulting LLC Full time

    Andrew Morgan Consulting, LLC (AMC) seeks a Financial Consultant to join our Federal Client in Arlington, VA. The Federal Financial Consultant will assist the Program/Project Manager, Financial Planning & Analysis (FP&A) Team, and Cost Estimation Team in providing practical solutions and cost methodologies to the acquisition of Defense Health Systems. The...

  • Financial Center Consultant I

    3 weeks ago

    Arlington, United States EECU Part time

    Job DescriptionJob DescriptionAre you looking for a Part-time Teller position here at EECU? EECU is looking for a Part-time Financial Center Consultant I (Teller) for our Arlington 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...

  • Financial Strategy Consultant

    2 weeks ago

    Arlington, Virginia, United States Lynch Consultants Full time

    Position Title: Financial Management ConsultantCompany: Lynch ConsultantsJob Type: Full-TimeProposed Salary Range: $60,000 - $75,000 + bonusExperience Level: Entry-Level (1-3 years)Position Overview: We are looking for a skilled and motivated Financial Management Consultant to join our dynamic team. The successful candidate will possess 1-3 years of...

  • Financial Center Representative

    21 hours ago

    Arlington, Texas, United States EECU Full time

    Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Part-time Financial Center Consultant I. As a key member of our team, you will be responsible for providing exceptional service to our members, creating a positive and engaging experience, and promoting our products and services.Key ResponsibilitiesDeliver...

  • Financial Reporting Consultant

    2 weeks ago

    Arlington, Virginia, United States FTS Full time

    Exciting Opportunity for a Financial Reporting Consultant at FTS FederalFTS Federal, a leading consulting firm serving federal agencies, is on the lookout for a dedicated Financial Reporting Consultant. This role is pivotal in ensuring compliance and operational excellence within the realm of Federal and DoD financial reporting.Position Summary:Ensure the...

  • Financial Analyst II

    2 weeks ago

    Arlington, United States Marathon TS Full time

    Marathon TS is looking for a Financial Analyst - Level II to support our efforts at the Pentagon. Requirements: Responsible for maintaining an accurate audit trail to separately track, record, and report the status of each funding document to ensure proper use of all funds (active, expired, and cancelled). Coordinate with branch, division and directorate...

  • Financial Management Consultant

    1 month ago

    Arlington, United States Lynch Consultants, LLC Full time

    Job DescriptionJob DescriptionFinancial Management ConsultantWhat We Are Looking For:We are seeking talented Financial Management Consultants to join our team for a career, not just a job. The ideal candidates have 4-6 years of experience providing financial management, accounting, budget and execution, audit, and internal controls within the Federal...

  • Financial Management Consultant

    2 weeks ago

    Arlington, United States Lynch Consultants, LLC Full time

    Job DescriptionJob DescriptionFinancial Management ConsultantWhat We Are Looking For:We are seeking talented Financial Management Consultants to join our team for a career, not just a job. The ideal candidates have 4-6 years of experience providing financial management, accounting, budget and execution, audit, and internal controls within the Federal...

  • Financial Management Consultant

    3 weeks ago

    Arlington, United States Lynch Consultants Full time

    Financial Management Consultant What We Are Looking For: We are seeking talented Financial Management Consultants to join our team for a career, not just a job. The ideal candidates have 4-6 years of experience providing financial management, accounting, budget and execution, audit, and internal controls within the Federal environment. This role has...