Universal Elite Banker

EECU•Fort Worth, TX

19d•Onsite

About The Position

The Universal Elite Banker provides banker, teller, and operational support across multiple EECU Financial Centers during scheduled or unscheduled staffing shortages, including vacations, emergencies, and leaves of absence. As a senior banker and subject matter expert in platform activities, this role builds member relationships, recommends needs-based solutions, resolves complex issues, and supports branch teams. The position may include supervising employees when management is unavailable and offers a potential career path toward Financial Center Management. The role requires travel among Financial Centers according to business needs. The schedule is Monday through Friday, 7:30 a.m. to 6:00 p.m., and rotating Saturdays, 9:00 a.m. to 1:00 p.m. The employee is responsible for compliance with applicable federal and state rules and regulations, including Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, and regulations covering deposits, electronic transfers, credit, fair lending, credit reporting, and service members’ relief. Initial and ongoing annual Bank Secrecy Act training is required.

Requirements

Three or more years of financial or related experience, including proven experience in loan production, new accounts, teller transactions, and leadership.
Advanced banking knowledge and the ability to perform branch operational and member service functions, including platform and teller operations.
Strong knowledge of credit union products and services and applicable credit union and federal regulations.
Excellent written and verbal communication, sales, and interpersonal skills, including empathy, active listening, confidence, and optimism.
Ability to remain composed under pressure, manage multiple and changing priorities, and maintain exceptional accuracy in a fast-paced environment.
Flexibility to work extended hours and travel between branch locations, sometimes with little or no notice.
Highest level of discretion when handling confidential member and internal information.
Willingness to complete required EECU internal certifications, including Teller Supervisory Skills, higher approval limits, CETO responsibilities, audits, and quality control.
High school diploma or equivalent required.
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

Travel to multiple Financial Centers to provide banker, teller, and operational support during scheduled and unscheduled staffing shortages.
Serve as a subject matter expert in platform activities, including opening consumer and business accounts, Certificates of Deposit, IRAs, and Health Savings Accounts.
Interview members and process loan applications accurately in accordance with credit union policies, procedures, and federal regulations.
Process deposits, withdrawals, transfers, and loan payments; balance daily activity; and assist with vault and audit functions as needed.
Recommend needs-based products and services to deepen existing member relationships and build new ones.
Help branches meet or exceed monthly sales and service goals through opportunity reports, sales and marketing campaigns, and outbound member calling programs.
Troubleshoot and resolve complex member account and operational issues, aiming for first-contact resolution and following up as needed.
Assist Financial Center employees with member and operational issues, oversee lobby floor management, and supervise employees when management is unavailable.
Train, coach, and mentor new and existing employees in banking procedures and best practices.
Comply with applicable federal and state rules and regulations and complete initial and annual Bank Secrecy Act training.