Financial Banker - North Frisco

$38,000 - $101,000/Yr

Unclassified - Prosper, TX

posted 3 months ago

Full-time - Entry Level
Onsite - Prosper, TX
10,001+ employees

About the position

The Financial In-Store Banker (Financial Center Consultant II) at EECU will work within the H-E-B flagship store in Prosper, TX, providing members with tailored financial solutions and enhancing their banking experience. This role involves performing in-store sales, administrative tasks, and a variety of member service functions, including account openings and loan processing, while adhering to regulatory standards. The position supports locations in Frisco and Plano and requires flexibility in transitioning between roles and responsibilities.

Responsibilities

  • Provide outstanding member service and create a positive banking experience.
  • Open business and consumer accounts using needs-based selling techniques.
  • Process loan applications and resolve operational issues.
  • Support the financial centers in Frisco and Plano as needed.
  • Maintain compliance with Federal and State regulations.
  • Handle multiple priorities and manage time effectively in a fast-paced environment.

Requirements

  • 1-3 years of experience in retail and/or financial industry or related field.
  • Excellent oral and written communication skills.
  • Knowledge of credit union products and sales techniques.
  • Strong interpersonal skills, including empathy and active listening.
  • Ability to work extended hours and multiple Saturdays.
  • Capability to perform under stress and manage changing priorities.
  • Professionalism in handling confidential matters.

Nice-to-haves

  • Experience in customer service or sales roles.
  • Familiarity with financial products and services.

Benefits

  • 401(k) plan
  • Defined pension plan
  • Paid time off
  • Tuition assistance
  • Community volunteer program
  • Financial wellness programs
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