Member Experience & Banking Solutions Advisor

TDECU

Baytown (TX)

On-site

USD 34,000 - 42,000

Full time

4 days ago
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Job summary

Texas Dow Employees Credit Union in Baytown, TX is seeking a Member Center professional to deliver world-class service in person and over the phone. You will cultivate relationships, educate on digital tools, and tailor recommendations to meet members’ financial goals.

This role requires strong details, communication, and problem-solving skills, with 1–3 years in customer service. You’ll handle deposits, loans, and cross-sell products while supporting the credit union’s mission and ensuring a

Qualifications

  • High School Diploma or equivalent required.
  • 1–3 years of customer service experience preferred; banking experience preferred.
  • Strong attention to detail in a fast-paced environment.
  • Excellent interpersonal, written, and verbal communication.
  • Ability to meet sales goals with product cross-selling.

Responsibilities

  • Open and maintain deposit accounts including savings, checking, CDs, and specialty accounts.
  • Complete loan and new account applications, loan interviewing and funding.
  • Cross-sell products and refer to insurance, investments and mortgage.
  • Address member inquiries and resolve issues promptly and professionally.
  • Educate members on digital banking tools and solutions.

Skills

Attention to detail
Customer service
Communication skills
Problem solving
Outbound calling
Cross-selling
Basic banking knowledge

Education

High School Diploma or equivalent

Tools

Ten-key calculator
Touch typing

Job description

Texas Dow Employees Credit Union in Baytown, TX is seeking a Member Center professional to deliver world-class service in person and over the phone. You will cultivate relationships, educate on digital tools, and tailor recommendations to meet members’ financial goals.

This role requires strong details, communication, and problem-solving skills, with 1–3 years in customer service. You’ll handle deposits, loans, and cross-sell products while supporting the credit union’s mission and ensuring a

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