Bilingual Financial Center Banker - Fort Worth

EECU•Fort Worth, TX

1d•Onsite

About The Position

EECU is seeking an experienced and motivated Bilingual Financial Center Consultant II to join our team at our Fort Worth Financial Center. In this role, you will serve as a trusted financial resource for our members, providing personalized solutions that support their unique needs. As a key point of contact within the financial center, you will build strong relationships, identify opportunities to recommend products and services, and assist members with opening new accounts and consumer loan solutions. Your commitment to service excellence and financial expertise will play an important role in creating positive member experiences and fostering long-term member loyalty. The Financial Center Consultant II will conduct consultative selling sessions, perform financial profiles on members to ascertain relationship expansion opportunities, and utilize indirect cross-selling reports and internal opportunity reports. Primarily, this position will spend time performing platform functions, opening new accounts, and loan production. We are looking for someone who is proud to represent EECU and who gets great satisfaction in creating lifelong members by developing sincere relationships. This role involves providing a complete service and sales experience for members, resulting in exceeding sales goals monthly. It also includes performing a broad variety of member service functions such as opening business and consumer loans/accounts, and the ability to solve operational issues and provide teller functions. The position is also responsible for building exceptional rapport with members through excellent service and for lobby coverage, including acting as a concierge for the branch, greeting all members, answering calls, and assisting or directing members to the appropriate employees. EECU will evaluate an applicant's credit history, and only applicants with good credit history will be considered.

Requirements

One-year minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with members/customers
Strong communication skills
Enthusiasm and professionalism
High level of ownership and accountability
Ability to thrive in a fast-paced environment
Ability to prioritize multiple tasks daily
Good listener, approachable, can problem solve and be empathetic
Relevant computer skills
Solid math skills
Solid written communication skills
Bilingual in Spanish
Good credit history

Nice To Haves

Proven goal achievement in loan production
Cross selling and referral skills
Retail Operations knowledge (platform and teller operations)
College Degree preferred

Responsibilities

Conduct consultative selling sessions
Perform financial profiles on members to ascertain relationship expansion opportunities
Utilize indirect cross-selling reports and internal opportunity reports
Perform platform functions, opening new accounts and loan production
Build strong relationships with members
Identify opportunities to recommend products and services
Assist members with opening new accounts and consumer loan solutions
Provide a complete service and sales experience for members
Exceed sales goals monthly
Perform a broad variety of member service functions such as opening business and consumer loans/accounts
Solve operational issues and provide teller functions
Proactively initiate and support marketing initiatives within the branch
Build exceptional rapport with members
Provide lobby coverage, including concierge services, greeting members, answering calls, and directing members to appropriate employees
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
Attend initial and ongoing annual Bank Secrecy Act training