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Fort Worth Chamber

Financial Center Lead - Granbury Financial Center - EECU

Posted: 11/17/2019

For more than 80 years, Fort Worth-based EECU community credit union has been committed to providing members 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 15 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 Financial Center Lead that will be responsible for the direct supervision of the financial center employees, which includes mentoring and coaching employees to their fullest potential and setting clear direction. This is a leadership position and will perform management responsibilities in the absence of the Financial Center Manager. This position and financial center will be located inside the Granbury HEB.

Key responsibilities for the Financial Center Lead:

  • Managing the daily financial center activities, which includes day-to-day financial center functions including achievement of goals, scheduling, and the operational efficiencies for platform and teller operations oversight
  • Serving as a subject matter expert to members and Financial Center Consultants, creating an outstanding member experience by resolving member service needs, and delivering expertise in specialized financial services
  • Expanding relationships with EECU members and acquire new relationships by providing needs based products and services
  • Performing a broad variety of member service functions such as teller functions, open business and consumer accounts, CDs, IRA’s, and HSA’s using needs-based selling techniques, interviews and processes loan applications, solve complex member and operational issues
  • Assisting branches in meeting or exceeding established monthly sales and service goals
  • Troubleshooting and resolving complex member account issues
  • Providing positive professional customer service while handling and listening to member’s concern, asking probing questions to further understand the issue, and offer a resolution during the initial contact when possible
  • Reviewing financial center reports which includes production reports, quality control reports, over/short, non-cash other pertinent reporting to ensure goals are met, exceptions and losses are maintained to a minimum for the financial center
  • Requires successful registration with, and issuance of a unique identification number from, the Nationwide Mortgage Licensing System (NMLS) in compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act)
  • 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

Candidates for EECU should possess the following knowledge and experience:

  • Five to seven years minimum retail service or related experience
  • Must be a proven leader of people within a customer service environment
  • A significant level of trust, credibility and diplomacy is required
  • Must be able to effectively handle multiple, simultaneous, and changing priorities
  • Retail Operations knowledge i.e. platform and teller operations
  • Excellent customer and business focus, communication and interpersonal skills
  • Professional written and oral communication skills
  • Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
  • Must be proficient in Microsoft Office Applications
  • College Degree preferred

EECU is an EOE/Vets/Disabled Employer. We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran status or on the basis of disability.

For more information on our organization and benefits please visit EECU Careers.