Financial Center Consultant II (Banker) — Hulen

EECU•Fort Worth, TX

12d•$0 - $21•Onsite

About The Position

EECU is hiring an experienced, service-driven Financial Center Consultant II (Banker) for its Hulen Financial Center. The role builds member relationships, identifies financial needs, and provides tailored products and services. It primarily supports platform activities and shifts to teller, lobby floor management, and concierge responsibilities as business needs require. The position opens and services consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; interviews members and processes loan applications; and resolves operational and account concerns. It uses a needs-based, consultative approach to recommend financial products and services, contributes to sales and service goals, and educates members about branch and credit union technology. The role also supports lobby operations by greeting members, answering calls, and directing members to appropriate resources. The schedule is Monday through Thursday, 9 a.m.–5 p.m.; Friday, 9 a.m.–6 p.m.; and Saturday, 9 a.m.–1 p.m. The employee must be flexible to work extended hours and support other Financial Centers or critical service areas with limited notice when requested by management. The role is responsible for compliance with applicable federal and state regulations and requires initial and ongoing annual Bank Secrecy Act training.

Requirements

High school diploma or equivalent required.
One to three years of financial services or related experience, including demonstrated experience with loan production, new accounts, and teller transactions.
Strong knowledge of credit union products and services, retail platform and teller operations, sales practices, and applicable credit union and federal regulations.
Excellent written and verbal communication skills, with the ability to listen actively, show empathy, and handle complex or difficult interactions professionally.
Strong organization, time management, problem-solving, and follow-through skills in a fast-paced environment.
Ability to manage multiple, simultaneous, and changing priorities while maintaining accuracy, quality, composure, and a positive service mindset.
Flexibility to work extended hours and support other Financial Centers or critical service areas with limited notice when requested by management.
Sound judgment and the highest level of discretion when handling confidential member and organizational information.

Nice To Haves

College degree.

Responsibilities

Open and service consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; accurately complete related paperwork and file maintenance, and issue debit cards.
Interview members, process loan applications, and resolve operational issues in accordance with EECU policies, procedures, and applicable regulations.
Evaluate members’ needs and recommend appropriate financial products and services using a needs-based, consultative approach.
Help the Financial Center meet or exceed monthly sales and service goals by using opportunity reports, participating in marketing campaigns, and making outbound member calls.
Perform teller transactions and transition between platform, teller, and other member-service responsibilities as business needs require.
Manage the lobby experience by greeting members, answering incoming calls, and directing members to the appropriate employee, Interactive Teller Machine, or digital dialogue office.
Educate members on branch and credit union technology to improve convenience, access, and efficiency.
Troubleshoot complex account concerns, ask thoughtful questions, provide solutions during the initial contact whenever possible, and follow up as needed.
Comply with applicable federal and state rules and regulations, including 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 requirements.
Attend initial and ongoing annual Bank Secrecy Act training.