Member-Relationships Banking Specialist II

EECU; Fort Worth (TX); On-site; USD 42,000 - 66,000; Full time

Job summary

EECU in Fort Worth, TX is seeking a Financial Center Consultant II (Banker) to grow member relationships, assess financial needs, and deliver tailored banking solutions at the Chisholm Trail Financial Center.

This versatile role supports platform activities and shifts to teller, lobby floor management, and concierge duties as needed. Strong communication, problem-solving, and a service mindset help members achieve financial well-being and a smoother banking experience.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• One to three years of financial services or related experience, including demonstrated experience with loan production, new accounts, and teller transactions.
• Strong knowledge of credit union products and services, retail platform and teller operations, sales practices, and applicable credit union and federal regulations.
• Excellent written and verbal communication skills, with the ability to listen actively, show empathy, and handle complex or difficult interactions professionally.
• Strong organization, time management, problem-solving, and follow-through skills in a fast-paced environment.
• Ability to manage multiple, simultaneous, and changing priorities while maintaining accuracy, quality, composure, and a positive service mindset.
• Flexibility to work extended hours and support other Financial Centers or critical service areas with limited notice when requested by management.
• Sound judgment and the highest level of discretion when handling confidential member and organizational information.

Responsibilities

• Open and service consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; complete related paperwork, file maintenance, and debit card issuance accurately.
• Interview members, process loan applications, and resolve operational issues while following EECU policies, procedures, and applicable regulations.
• Evaluate members’ needs and recommend appropriate financial products and services using a needs-based, consultative approach.
• Help the Financial Center meet or exceed monthly sales and service goals by using opportunity reports, participating in marketing campaigns, and making outbound member calls.
• Perform teller transactions and transition between platform, teller, and other member-service responsibilities as business needs require.
• Manage the lobby experience by greeting members, answering incoming calls, and directing members to the appropriate employee, Interactive Teller Machine, or digital dialogue office.
• Educate members on branch and credit union technology to improve convenience, access, and efficiency.
• Troubleshoot complex account concerns, ask thoughtful questions, provide solutions whenever possible during the initial contact, and follow up as needed.

Skills

Customer service

Relationship building

Communication skills

Time management

Problem-solving

Discretion

Flexibility

Education

High school diploma or equivalent

Bachelor's degree preferred

Job description

EECU in Fort Worth, TX is seeking a Financial Center Consultant II (Banker) to grow member relationships, assess financial needs, and deliver tailored banking solutions at the Chisholm Trail Financial Center.

This versatile role supports platform activities and shifts to teller, lobby floor management, and concierge duties as needed. Strong communication, problem-solving, and a service mindset help members achieve financial well-being and a smoother banking experience.