Universal Elite Banker (E-Team) - West Region

EECU; Fort Worth (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

EECU Fort Worth is seeking a Universal Elite Banker to provide comprehensive member service and financial expertise across multiple branch locations in the West Region. The role rotates among centers to support teller and platform activities, including consumer and business accounts, CDs, IRAs, and loan processing, while maintaining high standards of service.

The position requires a minimum of three years of financial or related experience, strong communication skills, and the ability to

Qualifications

• High level of banking knowledge to perform all branch operations.
• Proven experience in teller transactions, loan interviewing/processing, and new accounts.
• Strong communication skills and ability to sell needs-based products.
• Able to travel between branch locations and support multiple centers as needed.
• Must complete EECU certifications if an internal candidate.

Responsibilities

• Perform teller transactions and account openings (business and consumer).
• Interview and process loan applications and resolve complex member issues.
• Provide platform support, vault balancing, and audits as needed.
• Deliver exceptional member service and build strong relationships across branches.
• Assist with marketing programs and branch operations during staffing shortages or vacations.

Skills

Banking knowledge

Teller transactions

Sales skills

Interpersonal skills

Communication (oral & written)

Flexibility and travel between branch

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.

Fort Worth, TX, US

2 days ago Requisition ID: 2480

Are you ready to join the E-Team at EECU?

The Universal Elite Banker is a highly skilled banking role that provides operational and member service support across multiple branch locations. This position requires strong credit union knowledge, the ability to perform nearly all branch functions, and the flexibility to transition smoothly between branch teams as needed. The West Region includes the following Financial Center Locations - Weatherford, Stephenville Granbury, Hudson Oaks, Chisholm Trail, Hulen Saginaw, Clifford, Little Road, Burleson and Northside.

This position is responsible for deepening relationships with EECU members and developing new relationships by recommending needs-based products and services. The role primarily functions as a banker while also rotating as a teller when needed. The Universal Elite Banker supports members by resolving service needs, delivering specialized financial expertise, and creating an outstanding member experience. This position rotates among financial centers to provide teller and platform support during scheduled and unscheduled staffing shortages, including vacations, emergencies, leaves of absence, and other business needs. The role also assists financial center employees with member and operational issues and may directly supervise Financial Center employees when management is unavailable.

This position requires flexibility and the ability to transition easily between roles and responsibilities. As a senior banker role, it includes higher approval limits and may assist with vault balancing and audits as needed. The position also serves as a subject matter expert in platform activities, including consumer and business accounts, loan interviewing, and loan processing. Responsibilities include a broad range of member service functions, such as teller transactions; opening business and consumer accounts, CDs, IRAs, and HSAs; using needs-based selling techniques; interviewing and processing loan applications; resolving complex member and operational issues; supporting marketing programs; and building strong member relationships through exceptional service.

In addition, a Universal Elite Banker must have a minimum of three years or more of financial or related experience. This position has a career path towards Financial Center Management responsible for performance management of the team and meeting overall branch expectations.

Position Requirements:

• High level of banking knowledge with the ability to perform all branch operational and member service functions.
• Proven experience in teller transactions, loan production, new accounts, CD/IRA and leadership.
• 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 or work at other branches whenever required or requested by management.
• Must be capable of regular, dependable, and timely attendance.
• Perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
• Effectively manage multiple, simultaneous, and changing priorities. Must be capable of exercising highest level of discretion on both internal and external confidential matters.
• Retail Operations knowledge i.e. platform and teller operations
• Internal candidates much have completed EECU certifications.
• Professional written and oral communication skills
• Flexibility with schedule to assist branches as needed. Willingness to travel between branch locations as business needs require.

Credit Union Expectations - Responsible for compliance of 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 B, Reg Z, Reg DD, Reg E, Reg CC, Service Members Civil Relief, and FCRA/FACTA. Required to attend initial and ongoing annual Bank Secrecy Act training.

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 over $4.5 billion in 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.

Responsible for compliance of 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 B, Reg Z, Service Members Civil Relief, and FCRA/FACTA. Required to attend initial and ongoing annual Bank Secrecy Act training

EECU is an EOE/Vets/Disabled Employer.

We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran’s status or on the basis of disability.

For more information on our organization and benefits please visit EECU Careers at www.eecu.org/careers.