Financial Banker - Forney, TX

EECU; Forney (TX); On-site; USD 21,000 - 30,000; Full time

Benefits offered by this job

401(k)

Pension plan

Paid time off

Tuition assistance

Volunteer program

Job summary

EECU operates a Financial Center inside the H-E-B in Forney, TX. The Financial Center Consultant II will greet members, guide them through account openings, and present suitable financial products to meet their goals.

You will drive service excellence, build lasting relationships with members, and support loan applications while maintaining compliance and attending to in-store operations and scheduling needs.

Qualifications

• 1–3 years of experience in retail or financial services.
• Excellent written and oral communication.
• Knowledge of credit union products and sales skills.
• Strong interpersonal, listening, and customer service abilities.
• Ability to work extended hours including multiple Saturdays.
• Reliable attendance and ability to handle multiple priorities.

Responsibilities

• Greet and assist members as first point of contact.
• Open business and consumer accounts using needs-based selling.
• Process loan applications and provide product recommendations.
• Build lifelong relationships through exceptional service.
• Maintain compliance with relevant laws and regulations.
• Support in-store sales and administrative tasks.
• Work flexible hours including Saturdays.

Skills

Retail banking

Customer service

Sales skills

Communication skills

Attention to detail

Tools

CRM systems

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Forney, TX, US

6 days ago Requisition ID: 2482

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 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 ourmembers to find the best solutions to fit their financial needs and introducethem to the choices they have to do their banking in ways that are mostconvenient for them. We will look to you to create an outstanding memberexperience, expand relationships with EECU members and acquire newrelationships by providing needs-based products and services. This position isconsidered a banker and will be performing in-store sales and importantadministrative activities.

The Financial Banker will support the locations inFrisco and Plano. The position needs to be flexible and easily transitionbetween roles, and responsibilities. The Financial In-Store Banker performs abroad variety of member service functions such as opening business and consumeraccounts using needs-based selling techniques, processing loan applications,solving operational issues and abiding by all related Federal and State rulesand regulations.

And to support your growth andprosperity, we offer best-in-class benefits including financial wellness,401(k), defined pension plan and a portfolio of other benefits that includepaid time off, tuition assistance and inclusion in a robust community volunteerprogram.

Our training and on-boarding programs will set you upfor success. And to help you grow in your current role, you will benefit fromone-on-one coaching and training programs to help you excel, build new skillsor take on additional responsibility.

Qualified candidate will possess the following skillsand knowledge:

• One to Three years’ experiencein retail and/or financial industry or related field.
• Must be an excellentcommunicator both oral and written, knowledge of credit union products, andsales skills.
• Must have interpersonal skills,show empathy, active listening skills, effective communication, confidence,flexibility, and optimism.
• Able to work extended hours andmultiple Saturdays. Monday-Friday 9:15am-6pm and Saturdays 9:30am-2pm, Closed Sundays. Flexibility in working other financial centers wheneverrequired or requested by management. Hourly rate position with monthly incentives.
• Must be capable of regular,reliable, and timely attendance.
• Perform responsibilities withcomposure under the stress of deadlines / requirements for extreme accuracy andquality and/or fast pace.
• Effectively handle multiple,simultaneous, and changing priorities. Must be capable of exercisinghighest level of discretion on both internal and external confidentialmatters.
• Professional written and oralcommunication skills
• Organization, time managementand able to multi-task in a fast-paced environment
• Handle complex and difficultinteractions

For more than 90 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 billion in USD assets and serves over 297,000 members through 21 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/DisabledEmployer.

We are an Equal OpportunityEmployer and do not discriminate against applicants due to veterans status oron the basis of disability.

For more information on our organizationand 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)