Call Center Loan Consultant (Banker) -Fort Worth

EECU • Fort Worth, TX

7d • Hybrid

About The Position

Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting customers with tailored loan solutions.

The Call Center Loan Consultant (Banker) will be in training in office for the first 6 months, then can be on a hybrid scheduled after that, if in good standing. Hybrid schedule on weekly basis will be 3 days in office and 2 days remote.

For more than 85 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 $3.7 billion in assets and serves over 277,000 members through 18 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.

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.

Requirements

• High school diploma or equivalent; additional education in finance, sales, or related field is advantageous.
• Proven experience in a call center environment, with a track record of successful loan sales.
• Strong understanding of various loan products, lending processes, and regulatory requirements.
• Excellent communication and interpersonal skills, with the ability to explain complex financial information in a clear and concise manner.
• Familiarity with sales software, CRM systems, and other digital tools.
• Results-driven mindset with a focus on achieving and exceeding sales goals.
• Adaptability to changing loan products, interest rates, and market conditions.
• Flexible work arrangements, including hybrid work options.
• Bilingual preferred- able to read, write and speak Spanish
• Credit Union and Federal Regulations
• Ability to easily commute to call center in Downtown Fort Worth
• Must be able to work Monday–Friday 10am to 7pm and rotating Saturdays 9:00am to 1:00pm.
• Chance of monthly incentives.
• 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. If offered a position with EECU, will have to clear background check including employment, criminal, and drug screen.

Responsibilities

• Inbound and Outbound Sales Calls: Engage with potential customers to understand their financial needs, providing information about loan products and guiding them through the application process.
• Product Knowledge: Stay well-informed about our loan offerings, interest rates, and eligibility criteria to effectively communicate benefits and answer customer queries.
• Consultative Selling: Utilize a consultative approach to understand customer requirements and recommend loan solutions that align with their financial goals.
• Lead Generation: Proactively identify and qualify potential leads through active listening and strategic questioning during customer interactions.
• Sales Targets: Work towards achieving and exceeding sales targets, ensuring high conversion rates and customer satisfaction.
• Customer Relationship Management: Build and maintain positive relationships with customers throughout the loan application process, providing support and addressing concerns.
• Collaboration: Work closely with loan processors, underwriters, and other teams to facilitate a seamless loan application and approval process.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED