Member Experience Advisor - Full Time

Resource-One-Credit-Union; Dallas (TX); On-site; USD 22,000 - 30,000; Full time

Job summary

Resource One Credit Union is seeking a Member Experience Advisor in Dallas to engage members professionally and gather required information for opening accounts, promoting products, and educating on policies. You will resolve inquiries promptly and accurately, with emphasis on service quality.

Responsibilities include assisting with account openings, card issues, and loan processing, while maintaining privacy and supporting team members in a fast-paced environment.

Qualifications

• Proven knowledge of credit union policies and procedures.
• Strong numerical and problem-solving abilities.
• Excellent written, listening and verbal communication skills.
• Outstanding customer service and interpersonal skills.
• Basic understanding of credit union operations and services.
• Accurate data entry using a 10-key keypad.

Responsibilities

• Assist members with opening personal and business accounts and changes.
• Provide on-site support for card issues and processes.
• Explain policies, account types, rates, and services to members.
• Verify and balance transactions and cash totals.
• Handle transfers, deposits, withdrawals, and vault duties.
• Maintain privacy and confidentiality of member information.
• Support supervisors and colleagues as needed.
• Complete reports and participate in meetings.

Skills

Policies & procedures

Math & problem solving

Communication skills

Customer service

Credit union basics

10-key accuracy

Discretion & confidentiality

Multitasking & prioritization

MS Office / PC basics

Tools

Microsoft Office

Job description

Description

The Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to; open accounts, promote current products and service, educate account holders on credit union policies and ensure that member requests and questions are promptly and accurately resolved.

Responsibilities

• Assist members with opening new personal and business accounts, process changes to existing accounts, and provide onsite support for credit/debit card issues.
• Open new member accounts, business accounts and process changes to existing accounts.
• Ensure that members are informed of the policies of, and the services provided by the Credit Union, to include; eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Assist with vault duties.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors and Agents as needed.
• Keep a clean, organized work area and a professional appearance.
• Provide feedback to supervisor of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Complete other duties as assigned.

Requirements

• High school diploma or equivalent required.
• 1+years' Member Experience Representative/Teller experience required.
• Successfully pass the background screening process. (Credit, criminal, education, employment and drug screen)

Knowledge, Skills and Abilities

• Excellent knowledge of policies and procedures.
• Excellent mathematical and problem solving skills.
• Excellent written, listening and verbal communication skills.
• Excellent customer service skills.
• Basic understanding of Credit Union operations.
• Ability to operate 10-key series.
• Ability to maintain discretion and confidentiality.
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment.
• Proficient in Microsoft computer applications.

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods
• Operate standard office equipment and keyboards
• Visually recognize, reconcile, and verify numerical details for accuracy
• Repeating motions that may include the wrists, hands and/or fingers
• Must be able to access and navigate facility with reasonable accommodations
• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.

Equal Employment Opportunity Employer

Our credit union team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions. Together, we are the community we serve, and we believe that a community is strongest when there is diversity, equality, and inclusion.

Stronger leaders. Stronger coworkers. Stronger friends.