Financial Banker - Bilingual - Forney, TX

EECU; Forney (TX); On-site; USD 25,000 - 39,000; Full time

Benefits offered by this job

401(k)

Defined pension plan

Paid time off

Tuition assistance

Volunteer program

Job summary

Join EECU as a Financial Center In-Store Banker (Financial Center Consultant II) in Forney, TX. You’ll welcome members, guide them through new accounts and loans, and drive needs-based solutions with a focus on exceptional service.

This role emphasizes in-store sales, customer relationships, and supporting flexible locations across Frisco and Plano; receiving one-on-one coaching, competitive hourly pay with monthly incentives, and robust benefits.

Qualifications

• One to three years' experience in retail and/or financial industry or related field.
• Excellent oral and written communication, knowledge of credit union products, and sales skills.
• Strong interpersonal skills, empathy, active listening, and adaptability.
• Able to work extended hours, Saturdays, and maintain reliable attendance.

Responsibilities

• Open business and consumer accounts using needs-based selling techniques.
• Process loan applications and guide members to suitable products.
• Provide in-store service and build relationships with existing and new members.
• Handle administrative tasks and ensure compliance with regulations.
• Support growth by expanding member relationships and cross-selling.

Skills

Communication

Customer service

Spanish language

Multitasking

Sales skills

Job description

Exciting Career Opportunity: Come Grow with Us!

We're looking for a Financial Center In-Store II (Banker) for our financial center inside the H-E-B store in Forney, TX.
Are you passionate about helping others and creating meaningful financial solutions? EECU is looking for a dynamic Bilingual Financial Center Consultant II who brings energy, enthusiasm, and expertise to every member interaction!
In this role, you'll be the driving force behind exceptional service, helping members discover the right products and solutions for their financial goals. From welcoming members as the first point of contact to guiding them through new accounts and loan production, you'll play a vital role in building lifelong relationships.

• Why Join EECU?
• Competitive hourly pay + monthly incentives
• Engaging, fast-paced environment
• Opportunities to develop and grow your career
• Be part of a team dedicated to excellence in service

As a Financial In-Store Banker (Financial Center Consultant II), you will work our members to find the best solutions to fit their financial needs and introduce them to the choices they have to do their banking in ways that are most convenient for them. We will look to you to create an outstanding member experience, expand relationships with EECU members and acquire new relationships by providing needs-based products and services. This position is considered a banker and will be performing in-store sales and important administrative activities.
The Financial Banker will support the locations in Frisco and Plano. The position needs to be flexible and easily transition between roles, and responsibilities. The Financial In-Store Banker performs a broad variety of member service functions such as opening business and consumer accounts using needs-based selling techniques, processing loan applications, solving operational issues and abiding by all related Federal and State rules and regulations.
And to support your growth and prosperity, we offer best-in-class benefits including financial wellness, 401(k), defined pension plan and a portfolio of other benefits that include paid time off, tuition assistance and inclusion in a robust community volunteer program.
Our training and on-boarding programs will set you up for success. And to help you grow in your current role, you'll benefit from one-on-one coaching and training programs to help you excel, build new skills or take on additional responsibility.

Qualified Candidate Will Possess The Following Skills And Knowledge

• One to Three years' experience in retail and/or financial industry or related field.
• Must be an excellent communicator both oral and written, knowledge of credit union products, and sales skills.
• Must have interpersonal skills, show empathy, active listening skills, effective communication, confidence, flexibility, and optimism.
• Able to work extended hours and multiple Saturdays. Monday-Friday 9:15am-6pm and Saturdays 9:30am-2pm, Closed Sundays. Flexibility in working other financial centers whenever required or requested by management. Hourly rate position with monthly incentives.
• 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.
• Effectively handle multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
• Must be able to read, write and speak Spanish.
• Professional written and oral communication skills.
• Organization, time management and able to multi-task in a fast-paced environment
• Handle complex and difficult interactions

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 $4.5 billion in USD 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.
EECU is an EOE/Vets/Disabled Employer.
We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans status or on the basis of disability.
For more information on our organization and our best in class benefits please visit EECU Careers at www.eecu.org/careers.
Monday-Friday 9:15am-6:15pm, Saturdays 9:30am-2:15pm. (40 hours per week)