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Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Bilingual Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting customers with tailored loan solutions.
The Call Center Loan Consultant (Banker) will be in training in office for the first 6 months, then can be on a hybrid scheduled after that, if in good standing. Hybrid schedule on weekly basis will be 3 days in office and 2 days remote.
Key responsibilities for the Call Center Loan Consultant:
Inbound and Outbound Sales Calls: Engage with potential customers to understand their financial needs, providing information about loan products and guiding them through the application process.
Product Knowledge: Stay well-informed about our loan offerings, interest rates, and eligibility criteria to effectively communicate benefits and answer customer queries.
Consultative Selling: Utilize a consultative approach to understand customer requirements and recommend loan solutions that align with their financial goals.
Lead Generation: Proactively identify and qualify potential leads through active listening and strategic questioning during customer interactions.
Sales Targets: Work towards achieving and exceeding sales targets, ensuring high conversion rates and customer satisfaction.
Customer Relationship Management: Build and maintain positive relationships with customers throughout the loan application process, providing support and addressing concerns.
Collaboration: Work closely with loan processors, underwriters, and other teams to facilitate a seamless loan application and approval process.
Candidates for EECU should possess the following knowledge and experience:
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. If offered a position with EECU, will have to clear background check including employment, criminal, and drug screen.
For more than 85 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 $3.9 billion in assets and serves over 277,000 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.
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.
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 our best in class benefits please visit EECU Careers at www.eecu.org/careers.
Bilingual. Shift Mon-Fri 10am-7pm and rotating Saturdays 9am-1pmFull Time
$70k-100k (estimate)
06/29/2024
07/16/2024
eecu.org
FORT WORTH, TX
100 - 200
1934
ROBERT W ROGERS
$50M - $200M
Banking
With assets of more than $2.9 billion, EECU Credit Union is one of North Texas largest locally owned financial institutions with a long history of serving the financial needs of individuals and businesses in Greater Fort Worth. Open to anyone who lives or works in Tarrant County and surrounding areas, EECU provides more than 238,000 people with a full range of financial products and services through its 16 convenient branch locations and alternative delivery channels including online and mobile resources and 85,000+ free ATMs worldwide. Non-deposit investment products and services are offered ...
through CUSO Financial Services, L.P. (CFS), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The credit union has contracted with CFS to make non-deposit investment products and services available to credit union members.
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