Financial Center Consultant II (Banker) — Saginaw

EECU•Saginaw, TX

20d•$0 - $21•Onsite

About The Position

EECU is seeking an experienced, service-driven Financial Center Consultant II (Banker) for its Chisholm Trail Financial Center in Saginaw. The role builds member relationships, identifies financial needs, and provides tailored products and services. It primarily supports platform activities and also handles teller, lobby floor management, and concierge responsibilities as needed. The position involves helping members use financial center and credit union technology and delivering a seamless member experience. 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 role requires compliance with applicable federal and state rules and regulations, including Bank Secrecy Act training initially and annually. EECU is a not-for-profit, member-owned credit union with 22 Financial Centers across North Texas.

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, including active listening, empathy, and professional handling of complex or difficult interactions.
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 discretion when handling confidential member and organizational information.

Nice To Haves

College degree preferred.

Responsibilities

Open and service consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; complete related paperwork and file maintenance; and issue debit cards accurately.
Interview members, process loan applications, and resolve operational issues in accordance with EECU policies, procedures, and applicable regulations.
Assess members’ needs and recommend appropriate financial products and services using a consultative, needs-based 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 among platform, teller, and other member-service duties 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 questions, provide solutions during the initial contact when 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.
Work extended hours and support other Financial Centers or critical service areas with limited notice when requested by management.