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E
EECU
Financial Center Consultant I
Career Insights for Financial Planner / Investment Consultant
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Based on Texas data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,684 / year median in Texas
+8% projected growth
Job Description
Financial Center Consultant I EECU
- 3.
Financial Center Consultant I:
Ability to deliver great member experiences in our environment and be invigorated by constant personal interaction. Providing a complete service and sales experience for members resulting in exceeding sales goals on a monthly basis. Perform a broad variety of member service functions such as teller functions; deposits, withdraws, check cashing, etc. Have the ability to solve operational issues. Proactively initiate and support marketing initiatives within the branch. Responsible for building exceptional rapport with our members with providing excellence in service. Responsible for lobby coverage that includes greeting all members, answers calls, and assists or directs members to appropriate employees when needed. EECU will, in compliance with applicable law, 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. Candidates for EECU should possess the following knowledge and experience: One to two years minimum experience in a retail or financial environment that requires excellence in service while building exceptional rapport with member/customers. Cash handling daily with the ability to balance without overages or shortages. Strong communication skills that let you converse freely and comfortably in all interactions with members. Bring enthusiasm and professionalism to EECU, with a high level of ownership and accountability. Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily. Good listener that is approachable, can problem solve and be empathetic. Relevant computer skills, solid math and written communication skills. High school diploma or equivalent. Bilingual required- able to read, write, and speak Spanish Need to be available during the hours of 7:30am
- 6:15pm Monday
- Friday, and 8:45am-1:15pm Saturdays.