Financial Center Consultant II (Banker) — Saginaw

EECU•Saginaw, TX

19d•Onsite

About The Position

EECU is hiring 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 recommends tailored products and services. It primarily supports platform activities and shifts to teller, lobby management, and concierge responsibilities as business needs require. The consultant also educates members on financial center technology, helps resolve account concerns, and contributes to sales and service goals. 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 position requires flexibility to work extended hours and, when requested by management, support other Financial Centers or critical service areas with limited notice.

Requirements

High school diploma or equivalent.
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 the ability to 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 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; 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.
Evaluate member 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 those related to the Bank Secrecy Act, Anti-Money Laundering, privacy, consumer disclosures, lending, and member protections.
Attend initial and ongoing annual Bank Secrecy Act training.