Universal Banker Floater- Collin County

FORT WORTH METRO BLACK CHAMBER; Fort Worth (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a dynamic Universal Banker Floater to enhance member relationships and provide exceptional service. This role involves rotating between financial centers, performing teller functions, and engaging in sales activities. The ideal candidate will thrive in a fast-paced environment, possess strong sales and communication skills, and have a passion for delivering outstanding member experiences. Join a community-focused credit union with a rich history of service and commitment to employee well-being, where you can make a meaningful impact in the lives of members every day.

Qualifications

• Two years of experience in a financial institution is required.
• Sales skills and knowledge of EECU products are essential.
• Excellent communication and multi-tasking abilities are a must.

Responsibilities

• Perform member service functions including teller duties and account openings.
• Proactively sell and support marketing programs.
• Ensure compliance with all relevant regulations and training.

Skills

Sales skills

Excellent listening skills

Communication skills

Multi-tasking

Cross-selling

Education

High school diploma or equivalent

College Degree

Tools

Symitar

OTG/Application Extender

Tranzact

Clarke American

Chexsystems

Meridian Link

Job description

Interested in joining EECU? Here is a great opportunity.

EECU is looking for a Universal Banker Floater that will be responsible for expanding relationships with EECU members and acquiring new relationships by providing needs-based products and services. Mileage will be paid from home base.

The Floater will rotate between the North Frisco In-Store Financial Center, Frisco In-Store Financial Center, and the Plano In-Store Financial Center as a teller or financial banker. Rotation between the other financial centers only on a needed basis for assistance during position shortages, vacations, emergencies, and leave of absences. Mileage will be paid from home base.

Hourly rate position with monthly incentives.

Key responsibilities for the Universal Floater:

1. Performing a broad variety of member service functions such as teller functions, opening consumer accounts, service and sales activities by using needs-based selling techniques, and the ability to solve operational issues.
2. Proactively sell, initiate, and support marketing programs, and build exceptional rapport and member service.
3. Responsible for compliance with all Federal and State rules and regulations pertaining but not limited to Bank Secrecy Act, Anti-Money Laundering, Bank Bribery Act, NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief.
4. Required to attend initial and ongoing annual Bank Secrecy Act training.

Candidates for EECU should possess the following knowledge and experience:

• Primarily support the Frisco In-Store Financial Center, the North Frisco In-Store, and the Plano In-Store Financial Center. Help support our EECU Financial Centers if needed.
• Two years or more of similar experience in a Financial Institution.
• Sales skills, knowledge of all EECU products and services.
• Cross-selling and referral skills are strongly preferred.
• Ability to deliver great member experiences in our environment and be invigorated by constant personal interaction, whether in the teller line or in a personal banker role.
• Excellent listening and communication skills.
• Ability to multi-task in a fast-paced environment.
• Responsible for building exceptional rapport with our members by providing excellence in service.
• Experience in the following systems is a plus: Symitar, OTG/Application Extender, Tranzact, Clarke American, Chexsystems, Meridian Link, and various online applications.
• High school diploma or equivalent; College Degree preferred.
• EECU will, in compliance with applicable laws, evaluate an applicant’s credit history. Only applicants with good credit history will be considered for open positions.
• Flexible during the hours of Monday-Friday 9:45am-6:15pm, Saturday 9:45am-2:15pm.

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 18 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 benefits, please visit EECU Careers at www.eecu.org/careers.