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EECU · 1 month ago

Financial Center Consultant II (Banker) - North Richland Hills

North Richland Hills, TX

Full-time

Onsite

Entry Level

1+ years exp

EECU is a community credit union based in Fort Worth, dedicated to providing members with exceptional financial services. The Financial Center Consultant II will be responsible for delivering top-tier member experiences, guiding them through new accounts and loan production while building lifelong relationships.

Financial ServicesVenture Capital

Responsibilities

Help members discover the right products and solutions for their financial goals

Welcome members as the first point of contact and guide them through new accounts and loan production

Conduct consultative selling sessions: perform financial profiles on members to ascertain relationship expansion opportunities

Utilize indirect cross-selling report and internal opportunity reports as provided by management

Spend time performing platform functions, opening new accounts and loan production

Provide a complete service and sales experience for members resulting in exceeding sales goals on a monthly basis

Perform a broad variety of member service functions such as opening business and consumer loans/accounts and ability to solve operational issues and provide teller functions

Proactively initiate and support marketing initiatives within the branch

Responsible for building exceptional rapport with our members by providing excellence in service

Responsible for lobby coverage that includes concierge for branch, greets all members, answers calls, and assists or directs members to appropriate employees

Qualification

Loan productionConsultative sellingCross sellingRetail operations knowledgeCustomer serviceMath skillsCommunication skillsProblem solvingWritten communication

Required

Proven goal achievement in loan production

Ability to deliver great member experiences in our environment and be invigorated by constant personal interaction weather in the teller line or in a personal banker role

Providing a complete service and sales experience for members resulting in exceeding sales goals on a monthly basis

Perform a broad variety of member service functions such as opening business and consumer loans/accounts and ability to solve operational issues and provide teller functions

Proactively initiate and support marketing initiatives within the branch

Responsible for building exceptional rapport with our members with providing excellence in service

Responsible for lobby coverage that includes concierge for branch, greets all members, answers calls, and assists or directs members to appropriate employees

EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions

One year minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with member/customers

Strong communication skills that let you converse freely and comfortably in all interactions with members

Bring enthusiasm and professionalism to EECU, with a high level of ownership and accountability

Thrive in a fast paced environment with the ability to prioritize multiple tasks daily

Good listener that is approachable, can problem solve and be empathetic

Relevant computer skills, solid math and written communication skills

Need to be available during the hours of 8:30am- 6:15pm Monday - Friday and 8:45am-1:15pm Saturdays

Hourly rate position with opportunity of monthly incentives

Responsible for compliance of all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief

Required to attend initial and ongoing annual Bank Secrecy Act training