Financial Center Consultant II (Banker) - Stephenville

EECU•Stephenville, TX

3h•Onsite

About The Position

EECU is seeking energetic, self-motivated, and positive employees to work part-time in their new financial center at Tarleton State University. A Financial Center Consultant II (Banker) will focus on creating an excellent customer experience, fostering customer relationships, and cross-selling products and services to meet customer needs. This role is for the Stephenville Financial Center at Tarleton State University, and candidates located in the Stephenville or surrounding area are preferred.

Requirements

One to Three years’ experience in retail and/or financial industry or related field.
Professional, self-starter, excellent communicator, multi-tasker, and strong interpersonal skills, show empathy, active listening skills effective communication, flexibility, energetic and optimistic.
Ability to work at the financial center extended hours and multiple Saturdays.
Must be capable of regular, reliable, and timely attendance.
Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must use discretion, effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising the highest level of discretion on both internal and external confidential matters.
High school diploma or equivalent.

Nice To Haves

Retail sales and financial knowledge are preferred for success in this role.
Retail Sales or banking/credit union experience preferred.
College Degree preferred.

Responsibilities

Customer Service & Relationship focused
Understanding customers’ financial goals, offering tailored solutions to fit their needs.
Outbound sales calling, and cross-selling products to new and existing members.
Meeting sales targets and financial center goals.
Handling of account management, and complex and difficult interactions.
Teamwork and collaboration skills that will assist with communicating with other departments to provide referrals as needed.
Ensures that customers are educated in how to use the EECU mobile banking as needed.
Ensure that a control environment and procedures are followed for the financial centers.
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.