Financial Center Banker - North Richland Hills Location

EECU•North Richland Hills, TX

12d•Onsite

About The Position

EECU is seeking an experienced and motivated Financial Center Consultant II to join their team. In this role, you will serve as a trusted financial resource for members, providing personalized solutions that support their unique needs. As a key point of contact within the financial center, you will build strong relationships, identify opportunities to recommend products and services, and assist members with opening new accounts and consumer loan solutions. Your commitment to service excellence and financial expertise will play an important role in creating positive member experiences and fostering long-term member loyalty. 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.
Proven goal achievement in loan production.
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.
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.
Need to be available during the hours of 8:30am- 6:15pm Monday - Friday and 8:45am-1:15pm Saturdays.

Nice To Haves

Cross selling and referral skills are strongly preferred.
Ability to 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.
Retail Operations knowledge i.e. platform and teller operations preferred.
College Degree preferred.

Responsibilities

Conduct consultative selling sessions and perform financial profiles on members to ascertain relationship expansion opportunities.
Utilize indirect cross-selling reports and internal opportunity reports as provided by management.
Perform platform functions, opening new accounts and loan production.
Provide 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.
Build exceptional rapport with members by 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.
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.