Financial Services Specialist Lead
1 week ago
EECU, a pioneering credit union with over 85 years of service in North Texas, seeks an accomplished Financial Center Consultant II to propel our mission of providing exceptional member experiences. Our commitment to excellence and community involvement has earned us recognition as one of the largest credit unions in Texas.
CompensationThe estimated annual salary for this position is around $65,000, based on industry standards and comparable roles in the region.
Job SummaryWe are looking for a highly skilled and results-driven individual to join our team as a Financial Center Consultant II. As a key member of our financial center, you will be responsible for creating energy and excitement around EECU products and services, guiding members through consultative selling sessions, and delivering exceptional customer experiences.
ResponsibilitiesYour primary duties will include:
- Conducting consultative selling sessions to identify relationship expansion opportunities and deliver great member experiences
- Rotating within the financial center to support members with products and services as needed
- Providing a complete service and sales experience for members, resulting in exceeding sales goals on a monthly basis
- Broadening your expertise by performing platform functions, handling teller responsibilities, and solving operational issues
To succeed in this role, you must possess:
- Proven goal achievement in loan production
- Cross-selling and referral skills, strongly preferred
- Excellent communication skills to converse freely and comfortably with members
- A strong ability to prioritize multiple tasks daily in a fast-paced environment
- Good listening skills, approachability, problem-solving, and empathy
- Relevant computer skills, solid math, and written communication skills
- A college degree, preferred
As a valued member of our team, you can expect a comprehensive benefits package, including:
- A competitive salary and performance-based bonuses
- A wide range of health insurance options, including medical, dental, and vision coverage
- A retirement savings plan, matching employee contributions up to 6%
- Tuition reimbursement, professional development opportunities, and more
EECU is an Equal Opportunity Employer, committed to fostering a diverse and inclusive work environment. We strive to create a workplace where every employee feels valued, respected, and empowered to excel. Join us in our mission to make a positive impact in our communities and provide A Better Way of Banking.
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