EECU · 1 day ago
Financial Center Consultant II
Watauga, TX, US
Full-time
Onsite
Entry Level
1+ years expEECU is a community credit union based in Fort Worth, Texas, dedicated to providing members with exceptional banking services. They are seeking a Financial Center Consultant II who will be responsible for helping members with financial products, guiding them through new accounts, and building strong relationships to achieve their financial goals.
Financial ServicesVenture Capital
Responsibilities
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
Primarily this position will spend the time performing platform functions, opening new accounts and loan production
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
Proactively initiate and support marketing initiatives within the branch
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
Qualification
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
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
Preferred
Cross selling and referral skills are strongly preferred
Retail Operations knowledge i.e. platform and teller operations preferred
College Degree preferred
Company
EECU
With more than $4 billion in assets and over 279,000 Members, EECU is one of North Texas’s largest locally-owned financial institutions.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bradley Schone
Chief Financial Officer
Chris Brown
Chief Lending Officer
Recent News
2025-12-09
2025-10-30
2025-06-30
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