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Jobs · Finance · Texas

Universal Elite Banker (E-Team) - North Region

EECU · Watauga, TX · 3 wk ago
FinanceOther

This position is based in the North Region, which includes the following Financial Center locations: Fort Worth Downtown, Arlington, Mansfield, North Richland Hills, Hurst, Alliance, Watauga, Southlake, Frisco, and Plano.

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 role primarily functions as a banker while also rotating as a teller when needed, supporting 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. As a senior banker role, it includes higher approval limits and may assist with vault balancing and audits as needed. The position serves as a subject matter expert in platform activities, including consumer and business accounts, loan interviewing, and loan processing.

This role has a career path toward Financial Center Management, responsible for performance management of the team and meeting overall branch expectations.

Responsibilities

  • Perform a broad range of member service functions, including teller transactions
  • Open business and consumer accounts, CDs, IRAs, and HSAs
  • Use needs-based selling techniques to deepen relationships with EECU members and develop new relationships by recommending needs-based products and services
  • 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 staffing shortages
  • 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, including 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
  • Attend initial and ongoing annual Bank Secrecy Act training

Requirements

  • Minimum of three years 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, CDs/IRAs, and leadership
  • Excellent oral and written communication skills
  • Knowledge of credit union products and sales skills
  • Strong interpersonal skills, including empathy, active listening, confidence, flexibility, and optimism
  • Ability to work extended hours or at other branches as required by management
  • Capable of regular, dependable, and timely attendance
  • Ability to perform responsibilities with composure under stress, deadlines, and fast-paced environments
  • Effectively manage multiple, simultaneous, and changing priorities
  • Capable of exercising the highest level of discretion on internal and external confidential matters
  • Retail operations knowledge, including platform and teller operations
  • Flexibility with schedule to assist branches as needed, including willingness to travel between branch locations

Schedule

  • Monday–Friday: 7:30 AM – 6:15 PM
  • Saturdays: 8:45 AM – 2:15 PM

About EECU

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. 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.

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