Financial Center Consultant II

4 weeks ago

Granbury, Texas, United States EECU Full time
Job Summary

We are seeking a highly motivated and customer-focused Financial Center Consultant II to join our team at EECU. As a key member of our financial center team, you will be responsible for providing exceptional member service, promoting EECU products and services, and building strong relationships with our members.

The ideal candidate will have a strong passion for delivering excellent member experiences, a proven track record of achieving sales goals, and excellent communication and interpersonal skills. If you are a results-driven individual who is passionate about providing exceptional service, we encourage you to apply for this exciting opportunity.

Key Responsibilities
  • Provide exceptional member service and promote EECU products and services
  • Build strong relationships with members and identify opportunities to expand their relationships with EECU
  • Conduct consultative selling sessions to promote EECU products and services
  • Rotate within the financial center to support members with products and services as needed
  • Utilize indirect cross-selling reports and internal opportunity reports to identify sales opportunities
Requirements
  • 1-2 years of experience in a retail or financial environment
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks daily
  • Relevant computer skills and solid math and written communication skills
  • College degree preferred

EECU is an Equal Opportunity Employer and does not discriminate against applicants due to veterans status or on the basis of disability. We are committed to providing a work environment that is inclusive and respectful of all employees and members.

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