Bilingual Financial Center Consultant II: Loans & Accounts

Eecu; Fort Worth (TX); On-site; USD 25,000 - 33,000; Full time

Benefits offered by this job

Monthly incentives

Career growth

Job summary

EECU's Fort Worth Financial Center seeks a bilingual Financial Center Consultant II to serve as a trusted financial resource for members, assisting with opening new accounts and loan solutions. You will use consultative selling to identify opportunities and guide members through complex financial decisions.

The role emphasizes personalized service, strong relationship building, and achieving sales goals in a fast-paced environment.

Qualifications

• One-year minimum experience in a retail or financial environment with focus on service excellence.
• Strong communication skills for diverse member interactions.
• Ability to conduct consultative selling and achieve sales goals.

Responsibilities

• Perform consultative selling sessions and financial profiles to identify relationship expansion opportunities.
• Open new accounts and handle consumer loan production and related platform functions.
• Provide exceptional member service and cross-sell products and services.
• Support branch marketing initiatives and maintain strong member relationships.

Skills

Bilingual communication

Customer service

Sales & cross-selling

Relationship building

Time management

Education

College degree preferred

Job description

EECU's Fort Worth Financial Center seeks a bilingual Financial Center Consultant II to serve as a trusted financial resource for members, assisting with opening new accounts and loan solutions. You will use consultative selling to identify opportunities and guide members through complex financial decisions.

The role emphasizes personalized service, strong relationship building, and achieving sales goals in a fast-paced environment.