Financial Center Consultant II (Banker) — Hulen

EECU•Fort Worth, TX

11d•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 focuses on delivering a seamless financial center experience, resolving member concerns, and helping members use branch and credit union technology. The schedule is Monday through Thursday, 9 AM–5 PM; Friday, 9 AM–6 PM; and Saturday, 9 AM–1 PM. The position may require flexibility to work extended hours and support other Financial Centers or critical service areas with limited notice when requested by management. EECU is a member-owned, not-for-profit credit union founded in 1934. It has grown into a $4.5+ billion institution with 22 Financial Centers across North Texas, online and mobile banking, and nationwide access to more than 5,000 Service Centers and 85,000 ATMs. EECU describes its focus as delivering value, supporting communities, and providing a personalized financial experience.

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.
Compliance with applicable federal and state requirements, 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.
Attendance at initial and ongoing annual Bank Secrecy Act training.

Nice To Haves

College degree preferred.

Responsibilities

Open and service consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; complete associated 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 through 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 move 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 about 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 listed in the posting, and attend initial and ongoing annual Bank Secrecy Act training.
Support other Financial Centers or critical service areas with limited notice when requested by management.