Financial Center Consultant II

EECU•Fort Worth, TX

8d•Onsite

About The Position

Exciting Career Opportunity: Financial Center Consultant II at our Clifford Financial Center! Are you passionate about helping others and creating meaningful financial solutions? EECU is looking for a dynamic Financial Center Consultant II who brings energy, enthusiasm, and expertise to every member interaction! In this role, you’ll be the driving force behind exceptional service, helping members discover the right products and solutions for their financial goals. From welcoming members as the first point of contact to guiding them through new accounts and loan production, you'll play a vital role in building lifelong relationships. Why Join EECU? -Competitive hourly pay + monthly incentives -Engaging, fast-paced environment -Opportunities to develop and grow your career -Be part of a team dedicated to excellence in service If you have a strong track record in loan production, consultative selling, and delivering top-tier member experiences, we want to hear from you! This is your chance to thrive in a role where you make a real impact every day. Apply today and let’s build something amazing together! EECU is dedicated to delivering excellent service and it starts with you discovering our members’ needs. This position will rotate within the branch, helping to support our members with products and services as needed. You may be the first-person members meet in our financial center who may guide our members by advising, suggestive selling and setting up their new products. The Financial Center Consultant II will conduct consultative selling sessions: perform financial profiles on members to ascertain relationship expansion opportunities. Utilize indirect cross-selling reports and internal opportunity reports as provided by management. Primarily this position will spend the 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.

Requirements

One-year minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with members/customers.
Retail Operations knowledge i.e. platform and teller operations preferred
Strong communication skills that let you converse freely and comfortably in all interactions with members.
Bring enthusiasm and professionalism to EECU, with a high level of ownership and accountability.
Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily.
Good listener that is approachable, can problem solve and be empathetic.
Relevant computer skills, solid math and written communication skills.
Need to be available during the hours of 8:30am- 6:15pm Monday - Friday and 8:45am-1:15pm Saturdays.
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.
Required to attend initial and ongoing annual Bank Secrecy Act training.

Nice To Haves

College Degree preferred
Retail Operations knowledge i.e. platform and teller operations preferred

Responsibilities

Proven goal achievement in loan production
Cross selling and referral skills
Deliver great member experiences in our environment and be invigorated by constant personal interaction whether in the teller line or in a personal banker role.
Providing a complete service and sales experience for members resulting in exceeding sales goals monthly.
Perform a broad variety of member service functions such as opening business and consumer loans/accounts and ability to solve operational issues and provide teller functions.
Proactively initiate and support marketing initiatives within the branch.
Responsible for building exceptional rapport with our members with providing excellence in service.
Responsible for lobby coverage that includes concierge for branch, greets all members, answers calls, and assists or directs members to appropriate employees.
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.