Financial Center Consultant II (Banker) -Hudson Oaks location

About the role

EECU is seeking energetic, self-motivated and positive employees to work in a new financial center. A Financial Center Consultant II (Banker), will focus on creating an excellent customer experience, fostering customer relationships and cross-selling products and services to meet our customers' needs.

Responsibilities

• Understanding customers' financial goals, offering tailored solutions to fit their needs
• Outbound sales calling, and cross-selling products to new and existing members
• Meeting sales targets and financial center goals
• Handling of account management, and complex and difficult interactions
• Teamwork and collaboration skills that will assist with communicating with other departments to provide referrals as needed
• Ensures that customers are educated in how to use the EECU mobile banking as needed
• Ensure that a control environment and procedures are followed for the financial centers
• 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

Qualifications

• One to Three years' experience in retail and/or financial industry or related field
• Professional, self-starter, excellent communicator, multi-tasker, and strong interpersonal skills, show empathy, active listening skills effective communication, flexibility, energetic and optimistic
• Ability to work at the financial center extended hours and multiple Saturdays
• Must be capable of regular, reliable, and timely attendance
• Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace
• Must use discretion, effectively handle multiple, simultaneous, and changing priorities
• Must be capable of exercising the highest level of discretion on both internal and external confidential matters
• Able to work extended hours and multiple Saturdays
• Flexibility in working other financial centers whenever required or requested by management

Preferred qualifications

• Retail sales and financial knowledge are preferred for success in this role
• Retail Sales or banking/credit union experience preferred
• College Degree preferred

Schedule

• Monday-Friday 9am - 6pm
• Saturdays 9am-1:30pm
• Closed Sundays
• Ability to work extended hours and multiple Saturdays
• Flexibility in working other financial centers whenever required or requested by management

Pay

Hourly rate position with monthly incentives.

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