Universal Elite Banker (E-Team) - North Region

EECU • Watauga, TX

13d • Hybrid

About The Position

The Universal Elite Banker is a highly skilled banking role that provides operational and member service support across multiple branch locations. This position requires strong credit union knowledge, the ability to perform nearly all branch functions, and the flexibility to transition smoothly between branch teams as needed. The North Region includes the following Financial Center Locations - Fort Worth Downtown, Arlington, Mansfield, North Richland Hills, Hurst, Alliance, Watauga, Southlake, Frisco and Plano. This position is responsible for deepening relationships with EECU members and developing new relationships by recommending needs-based products and services. The role primarily functions as a banker while also rotating as a teller when needed. The Universal Elite Banker supports members by resolving service needs, delivering specialized financial expertise, and creating an outstanding member experience. This position rotates among financial centers to provide teller and platform support during scheduled and unscheduled staffing shortages, including vacations, emergencies, leaves of absence, and other business needs. The role also assists financial center employees with member and operational issues and may directly supervise Financial Center employees when management is unavailable. This position requires flexibility and the ability to transition easily between roles and responsibilities. As a senior banker role, it includes higher approval limits and may assist with vault balancing and audits as needed. The position also serves as a subject matter expert in platform activities, including consumer and business accounts, loan interviewing, and loan processing. Responsibilities include a broad range of member service functions, such as teller transactions; opening business and consumer accounts, CDs, IRAs, and HSAs; using needs-based selling techniques; interviewing and processing loan applications; resolving complex member and operational issues; supporting marketing programs; and building strong member relationships through exceptional service.

Requirements

• Minimum of three years or more of financial or related experience
• High level of banking knowledge with the ability to perform all branch operational and member service functions
• Proven experience in teller transactions, loan production, new accounts, CD/IRA and leadership
• Excellent communicator both oral and written
• Knowledge of credit union products
• Sales skills
• Interpersonal skills, show empathy, active listening skills, effective communication, confidence, flexibility, and optimism
• Able to work extended hours or work at other branches whenever required or requested by management
• Capable of regular, dependable, and timely attendance
• Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
• Effectively manage multiple, simultaneous, and changing priorities
• Capable of exercising highest level of discretion on both internal and external confidential matters
• Retail Operations knowledge i.e. platform and teller operations
• Internal candidates must have completed EECU certifications
• Professional written and oral communication skills
• Flexibility with schedule to assist branches as needed
• Willingness to travel between branch locations as business needs require
• Able to work shifts from 7:30am - 6:15pm M-F and Saturdays 8:45am - 2:15pm

Nice To Haves

• Higher approval limits
• May assist with vault balancing and audits as needed
• Serves as a subject matter expert in platform activities, including consumer and business accounts, loan interviewing, and loan processing
• Career path towards Financial Center Management responsible for performance management of the team and meeting overall branch expectations

Responsibilities

• Perform teller transactions
• Open business and consumer accounts, CDs, IRAs, and HSAs
• Use needs-based selling techniques
• Interview and process loan applications
• Resolve complex member and operational issues
• Support marketing programs
• Build strong member relationships through exceptional service
• Provide teller and platform support during scheduled and unscheduled staffing shortages
• Assist financial center employees with member and operational issues
• Directly supervise Financial Center employees when management is unavailable
• Assist with vault balancing and audits as needed
• Serve as a subject matter expert in platform activities, including consumer and business accounts, loan interviewing, and loan processing
• Comply with all Federal and State rules and regulations pertaining to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg B, Reg Z, Service Members Civil Relief, and FCRA/FACTA
• Attend initial and ongoing annual Bank Secrecy Act training

Benefits

• A Better Way of Banking ®
• Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism
• Best Bank/Credit Union by the Fort Worth Star Telegram’s readers
• 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed