In-Store Financial Consultant

2 weeks ago


Frisco, Texas, United States EECU Full time
Job Overview

We are seeking a dedicated In-Store Financial Consultant to join our dynamic team. This role is essential in delivering exceptional financial services to our members.

Key Responsibilities

As an In-Store Financial Consultant, you will:

  • Engage with members to identify their financial needs and present tailored solutions.
  • Facilitate the opening of both personal and business accounts utilizing effective sales techniques.
  • Process loan applications and address operational challenges while adhering to regulatory standards.
  • Deliver outstanding customer service to enhance member relationships and attract new clientele.
  • Support multiple locations as required, demonstrating flexibility in your role.
Qualifications

The ideal candidate will possess:

  • 1 to 3 years of experience in retail banking or a related field.
  • Strong communication skills, both verbal and written, along with a solid understanding of credit union products.
  • Interpersonal abilities, including empathy, active listening, and effective communication.
  • The capacity to manage multiple priorities in a fast-paced environment while maintaining professionalism.
Work Schedule

This position requires availability for extended hours, including Saturdays. Flexibility to work at different financial centers may be necessary.

Benefits

We offer a comprehensive benefits package designed to support your professional growth and personal well-being, including:

  • Financial wellness programs
  • 401(k) and defined pension plans
  • Paid time off and tuition assistance
  • Participation in community volunteer initiatives

At EECU, we are committed to fostering a diverse and inclusive workplace. We welcome applications from all qualified individuals.



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