Job Description

Interested in being an EECU Banker at Tarleton State University?

EECU is seeking energetic, self-motivated and positive employees to work in a new 
financial center. A Financial Center Consultant II (Banker) , will focus on creating an 
excellent customer experience, fostering customer relationships and cross-selling 
products and services to meet our customers’ needs.

*This will be for our upcoming Stephenville Financial Center at Tarleton State 
University. We are seeking candidates located in the Tarleton area or surrounding 
area.

Job Responsibilities:

• Customer Service & Relationship focused

• Understanding customers’ financial goals, offering tailored solutions to fit their 
needs.

• Outbound sales calling, and cross-selling products to new and existing members. 
• Meeting sales targets and financial center goals.

• Handling of account management, and complex and difficult interactions.

• Teamwork and collaboration skills that will assist with communicating with other 
departments to provide referrals as needed.

• Ensures that customers are educated in how to use the EECU mobile banking as 
needed. 

• Ensure that a control environment and procedures are followed for the financial 
centers.

Candidates for EECU should possess the following knowledge and skills: 

• One to Three years’ experience in retail and/or financial industry or related field.

• Professional, self-starter, excellent communicator, multi-tasker, and strong 
interpersonal skills, show empathy, active listening skills effective communication, 
flexibility, energetic and optimistic. 

• Retail sales and financial knowledge are preferred for success in this role.

• Ability to work at the financial center extended hours and multiple Saturdays. 

• Retail Sales or banking/credit union experience preferred.

• Must be capable of regular, reliable, and timely attendance.

• Perform responsibilities with composure under the stress of deadlines / 
requirements for extreme accuracy and quality and/or fast pace.

• Must use discretion, effectively handle multiple, simultaneous, and changing 
priorities. Must be capable of exercising the highest level of discretion on both 
internal and external confidential matters.

• High school diploma or equivalent. College Degree preferred.

• Full-time/Part-time schedules available (Monday-Friday 8:30am - 6:15pm and 
Saturdays 8:45am-1:30pm)

• Flexibility in working other financial centers whenever required or requested by 
management.

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 DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil 
Relief. Required to attend initial and ongoing annual Bank Secrecy Act training.

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