Job Summary
The Financial Center Consultant II plays a crucial role in fostering relationships with members, facilitating financial transactions, and assessing member requirements to provide customized product recommendations. This position encompasses overseeing the lobby experience, resolving account-related issues, and promoting the use of branch technologies.
Responsibilities
- Establish and nurture member relationships to enhance member engagement.
- Process various financial transactions accurately and efficiently.
- Identify and analyze member needs to suggest appropriate financial products.
- Manage the branch lobby experience, ensuring it is welcoming and efficient.
- Troubleshoot and resolve account issues, providing effective solutions.
- Facilitate the adoption of technology within the branch to improve service delivery.
Qualifications
- High school diploma or equivalent required.
- 1 to 3 years of experience in the financial services sector, including familiarity with loan production and teller functions.
- Excellent communication skills for effective member interaction.
- Strong organizational abilities to manage multiple tasks.
- Proficient problem-solving skills to address and resolve complex issues.
- Knowledge of regulatory compliance standards relevant to the financial industry.
EECU provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
