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Customer Service Specialist
2 months ago
We are seeking a highly motivated and customer-focused Bilingual Financial Center Consultant to join our team at EECU. As a key member of our financial center, you will be responsible for providing exceptional service to our members, promoting EECU products and services, and achieving sales goals.
Key Responsibilities- Provide personalized service to members, responding to their needs and resolving issues in a timely and professional manner.
- Develop and maintain relationships with members, understanding their financial goals and objectives.
- Identify and capitalize on opportunities to sell EECU products and services, achieving sales goals and exceeding member expectations.
- Conduct consultative selling sessions, performing financial profiles to identify relationship expansion opportunities.
- Utilize indirect cross-selling reports and internal opportunity reports to drive sales and revenue growth.
- Perform platform functions, opening new accounts and loan production, and providing a complete service and sales experience for members.
- Proactively initiate and support marketing initiatives within the branch, promoting EECU products and services to members.
- Responsible for lobby coverage, including concierge services, greeting members, answering calls, and assisting or directing members to appropriate employees.
- One year minimum experience in a retail or financial environment, with a proven track record of excellence in service and sales.
- Retail Operations knowledge, including platform and teller operations.
- Strong communication skills, with the ability to converse freely and comfortably in all interactions with members.
- Enthusiasm and professionalism, with a high level of ownership and accountability.
- Ability to thrive in a fast-paced environment, prioritizing multiple tasks daily.
- Good listener, approachable, and able to problem-solve and empathize with members.
- Relevant computer skills, solid math, and written communication skills.
- College Degree preferred.
- Bilingual required, with the ability to speak, read, and write Spanish.
- Availability to work during the hours of 8:45am-6:15pm, Monday-Friday, and 8:45am-1:30pm, Saturdays.
- Competitive salary and benefits package.
- Opportunities for career growth and advancement.
- Chance of monthly incentives.
- A dynamic and supportive work environment.
EECU is a community credit union dedicated to providing members with a better way of banking. With over 85 years of experience, we have grown to become one of the largest credit unions in Texas, serving over 277,000 members through 18 financial centers across North Texas. We are committed to delivering exceptional service and promoting employee volunteerism, earning us the Fort Worth Business Press Corporate Philanthropy Award. We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability.
