Universal Elite Banker (E-Team) - North Region

About the role

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.

This position has a 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
• Assist with vault balancing and audits as needed
• Provide subject matter expertise in platform activities

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 and sales skills
• Interpersonal skills, empathy, active listening skills, effective communication, confidence, flexibility, and optimism
• Ability to work extended hours or at other branches whenever required or requested by management
• Capable of regular, dependable, and timely attendance
• Ability to perform responsibilities with composure under the stress of deadlines, accuracy requirements, 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
• Professional written and oral communication skills
• Flexibility with schedule to assist branches as needed
• Willingness to travel between branch locations as business needs require

Schedule

Able to work shifts from 7:30 am – 6:15 pm, Monday–Friday, and Saturdays from 8:45 am – 2:15 pm.

Credit Union Expectations

• 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 B, Reg Z, Reg DD, Reg E, Reg CC, Service Members Civil Relief, and FCRA/FACTA
• Required to attend initial and ongoing annual Bank Secrecy Act training

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 over $4.5 billion in assets and serves over 315,000 members through 22 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people,” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram's readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.