Trusted Banking Advisor — Financial Center Consultant II

Eecu; Fort Worth (TX); On-site; USD 42,000 - 70,000; Full time

Job summary

EECU, based at the Chisholm Trail Financial Center in Fort Worth, TX, seeks a Financial Center Consultant II to grow member relationships, identify financial needs, and deliver tailored services. The role covers platform duties with potential shifts to teller and concierge tasks as needed.

You’ll educate members on technology, explain products, and help create a seamless bank experience. Prior retail financial experience is valued.

Qualifications

• High school diploma or equivalent required; college degree preferred.
• 1–3 years of financial services or related experience, including loan production, new accounts, and teller transactions.
• Strong knowledge of credit union products and services, retail platform and teller operations, sales practices, and applicable regulations.
• Excellent written and verbal communication skills with the ability to listen actively and handle complex interactions professionally.
• Strong organization, time management, problem-solving, and follow-through in a fast-paced environment.

Responsibilities

• Open and service consumer and business accounts, certificates of deposit, IRAs, and Health Savings Accounts; complete paperwork, file maintenance, and debit card issuance accurately.
• Interview members, process loan applications, and resolve operational issues following EECU policies and 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 via reports, campaigns, and outbound calls.
• Perform teller transactions and transition between platform, teller, and other member-service responsibilities as needed.
• Manage the lobby experience by greeting members, directing to staff or Interactive Teller Machine, and addressing inquiries.

Skills

Customer service

Communication

Financial products knowledge

Sales skills

Regulatory compliance

Education

High school diploma or equivalent

College degree preferred

Job description

EECU, based at the Chisholm Trail Financial Center in Fort Worth, TX, seeks a Financial Center Consultant II to grow member relationships, identify financial needs, and deliver tailored services. The role covers platform duties with potential shifts to teller and concierge tasks as needed.

You’ll educate members on technology, explain products, and help create a seamless bank experience. Prior retail financial experience is valued.