Financial Center Banker - Burleson Location

About the role

In this role, you will serve as a trusted financial resource for our 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.

Responsibilities

• 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
• Perform platform functions, opening new accounts and loan production
• 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 with providing excellence in service
• Provide 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
• Attend initial and ongoing annual Bank Secrecy Act training

Key Qualifications

• Proven goal achievement in loan production
• 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
• Providing a complete service and sales experience for members resulting in exceeding sales goals monthly
• One-year minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with members/customers
• Retail Operations knowledge i.e. platform and teller operations preferred
• Strong communication skills that let you converse freely and comfortably in all interactions with members
• Bring enthusiasm and professionalism, 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
• College Degree preferred

Schedule

Available during the hours of 7:45 am – 6:15 pm Monday – Friday and 8:45 am – 1:15 pm Saturdays.

Pay

Hourly rate position with opportunity of monthly incentives.

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.

For more than 92 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with $4.5 billion in USD assets and serves over 315,000 members through 22 financial centers across North Texas.