Financial Center Consultant

2 weeks ago


Fort Worth, Texas, United States EECU Full time
Position Overview

Are you ready to take the next step in your banking career?

EECU is seeking a Universal Banking Representative (Financial Center Consultant II, Field) who will play a vital role in fostering relationships with our members while also acquiring new clients through tailored financial solutions. This position requires flexibility as the representative will rotate among various financial centers, providing essential support as a teller or banker when needed.

The primary responsibilities of the Universal Banking Representative include:

  • Delivering a wide range of member service functions, including teller operations and account openings.
  • Utilizing needs-based selling techniques to enhance service and sales activities.
  • Proactively engaging in marketing initiatives and building strong rapport with members.
  • Assisting branch personnel in resolving member and operational issues effectively.

Compliance with all relevant Federal and State regulations is crucial, including adherence to the Bank Secrecy Act and Anti-Money Laundering laws. Continuous training on these regulations is mandatory.

Compensation: This is an hourly position with the potential for monthly performance incentives.

Ideal candidates will possess:

  • A minimum of two years of experience in a financial institution.
  • Strong sales acumen and comprehensive knowledge of EECU's products and services.
  • Exceptional interpersonal skills and the ability to thrive in a dynamic environment.
  • Experience with systems such as Symitar and various online applications is advantageous.
  • A high school diploma or equivalent; a college degree is preferred.
  • Flexibility to work during specified hours, including weekdays and Saturdays.

About EECU: With over 85 years of service, EECU is dedicated to providing members with innovative banking solutions. As one of Texas's largest credit unions, we pride ourselves on our commitment to community engagement and member satisfaction.

EECU is an Equal Opportunity Employer.



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