Lead Personal Teller Consultant- Cullen

EECU•Fort Worth, TX

About The Position

Lead Personal Teller Consultant (LPTC) Bring leadership to life in EECU’s virtual banking experience! The Lead Personal Teller Consultant (LPTC) is a key leader in delivering outstanding member service through EECU’s cutting-edge Personal Teller Machine (PTM) channel. This role blends hands-on member interaction with team leadership, making it perfect for someone who thrives in a fast-paced, high-impact environment. As an LPTC, you’ll oversee daily PTM operations while leading and coaching a team of Personal Teller Consultants. You’ll manage schedules, approve transactions, conduct quality reviews, handle complex member needs, and support sales and referral initiatives—all while actively performing teller transactions yourself. Your ability to pivot between front-line service and operational support will be essential, as you’ll also assist with back-office processing, reports, and system-related needs. This role comes with elevated system access and autonomy, requiring sound judgment when handling Reg CC exceptions, fraud detection, provisional credits, and service disruptions. You’ll collaborate closely with Operations, Accounting, Payment Systems, and Fraud/Legal teams to ensure smooth resolution of member and risk-related issues. Comfort on camera, strong communication skills, and the ability to manage multiple channels simultaneously are key to success. 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, we will have to clear background check including employment, criminal, and drug screen. 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, eg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief. Required to attend initial and ongoing annual Bank Secrecy Act training. 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 $3.7 billion in USD 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. EECU is an EOE/Vets/Disabled Employer. We are an Equal Opportunity Employer and do not discriminate against applicants due to veteran’s status or based on disability. For more information on our organization and our best-in-class benefits please visit EECU Careers at www.eecu.org/careers [http://www.eecu.org/careers]. Full-time position. Monday-Friday 8am-7pm, Saturday 8:45am-2pm

Requirements

1–2 years of exceptional customer service experience
Strong teller background with at least 6 months in a financial institution or call center
Proven ability to lead and coach a team
Working knowledge of Reg CC holds and fraud detection
Comfort being on video throughout the workday
Ability to multitask across multiple service channels
Strong written and verbal communication skills
Excellent organization, time management, and sense of urgency
Availability to work extended hours: Monday–Friday 8am–7pm and Saturdays 8:45am–2pm
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, we will have to clear background check including employment, criminal, and drug screen.

Nice To Haves

Bilingual skills are a plus

Responsibilities

Oversee daily PTM operations
Lead and coach a team of Personal Teller Consultants
Manage schedules
Approve transactions
Conduct quality reviews
Handle complex member needs
Support sales and referral initiatives
Actively perform teller transactions
Assist with back-office processing
Assist with reports
Assist with system-related needs
Handling Reg CC exceptions
Fraud detection
Provisional credits
Service disruptions
Collaborate closely with Operations, Accounting, Payment Systems, and Fraud/Legal teams
Ensure smooth resolution of member and risk-related issues
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, eg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief.
Attend initial and ongoing annual Bank Secrecy Act training.