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Financial Center Consultant II (Banker)

EECU - Stephenville, TX

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Job Description

Interested in being an EECU Banker at Tarleton State University?Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.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.*This will be for our upcoming Stephenville Financial Center at Tarleton State University. We are seeking candidates located in the Tarleton area or surrounding area.Job Responsibilities:• Customer Service & Relationship focused• 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. Candidates for EECU should possess the following knowledge and skills: • 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. • Retail sales and financial knowledge are preferred for success in this role.• Ability to work at the financial center extended hours and multiple Saturdays. • Retail Sales or banking/credit union experience preferred.• 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.• High school diploma or equivalent. College Degree preferred.• Full-time/Part-time schedules available (Monday-Friday 8:30am - 6:15pm and Saturdays 8:45am-1:30pm)• Flexibility in working other financial centers whenever required or requested by management.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.recblid 56kb8kdjdqfztjpm1p6lc1xxzfcrb0

Created: 2025-10-03

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