Universal Elite Banker

EECU•Fort Worth, TX

18d•Onsite

About The Position

EECU is seeking an experienced Universal Banker Elite Team member to provide banker, teller, and operational support across multiple Financial Centers during vacations, emergencies, leaves of absence, and other staffing needs. The role serves as a senior banker and subject matter expert in platform activities, supports member relationships through needs-based recommendations and complex issue resolution, and may supervise Financial Center employees when management is unavailable. The position offers a career path toward Financial Center Management. The employee travels between EECU Financial Centers according to business needs. The stated 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. Flexibility to work extended hours and travel between branches, sometimes with little or no notice, is required. EECU is a not-for-profit, member-owned credit union founded in 1934. It is a $4.5+ billion institution with 22 Financial Centers across North Texas, online and mobile banking, and 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

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 ability to perform branch operational and member service functions, including platform and teller operations.
Strong knowledge of credit union products and services and credit union and federal regulations.
Excellent written and verbal communication, sales, and interpersonal skills, including empathy, active listening, confidence, and optimism.
Ability to stay 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.
High school diploma or equivalent.
Ability to successfully complete required EECU internal certifications and attend 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 for platform activities, including opening consumer and business accounts, Certificates of Deposit, IRAs, and Health Savings Accounts.
Interview members and accurately process loan applications 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 using opportunity reports, sales and marketing campaigns, and outbound member calling programs.
Troubleshoot and resolve complex member account and operational issues, seeking 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, including those related to the 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.
Attend initial and ongoing annual Bank Secrecy Act training.
Successfully complete required EECU internal certifications, including Teller Supervisory Skills, higher approval limits, CETO responsibilities, audits, and quality control.