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Fort Worth Chamber

Financial Center Consultant II- Saginaw Financial Center

Posted: 05/13/2019

For more than 80 years, Fort Worth-based EECU community credit union has been committed to providing members with A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $2.2 billion in USD assets and serves over 200,000 members through 14 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people”, EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being. 

EECU is looking for a Universal Relationship Banker that will create energy and excitement around EECU products and services, providing the right solutions and the right products for our members. EECU is dedicated to delivering excellence in service and it starts with you discovering our member’s needs. The Universal Relationship Banker will rotate within the branch helping to support our members with products and services as needed, may be the first person they meet in our branch when conducting teller transactions, and will be the person who guides them through advising, suggestive selling, and setting up their new products. The Universal Relationship Banker will also 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. Employee will also be responsible for compliance of all Federal and State rules and regulations pertaining to but not limited to Bank Secrecy Act, Anti-Money Laundering, Bnk Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief, and will be required to attend initial and ongoing annual Bank Secrecy Act training.

We are looking for someone who is proud to represent EECU and who gets great satisfaction in creating lifelong members by developing sincere relationships.

Key qualifications for the Financial Center Consultant II:  

  • Proven goal achievement in loan production 
  • Cross selling and referral skills are strongly preferred 
  • 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
  • Ability to provide a complete service and sales experience for members, resulting in exceeding sales goals on a monthly basis
  • Ability to 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

  Candidates for EECU should possess the following knowledge and experience:  

  • Two years minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with member/customers
  • Strong communication skills that allow employee to 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 skills, and written communication skills
  • High school diploma or equivalent

EECU is an EOE/Vets/Disabled Employer. We are an Equal Opportunity Employer and does not discriminate against applicants due to veteran status or on the basis of disability. For more information on our organization and benefits please visit www.eecu.org/careers.