Member Experience & Growth Specialist

Baylor Health Care System Credit Union; Dallas (TX); On-site; USD 42,000 - 64,000; Full time

Job summary

Baylor Health Care System Credit Union in Dallas is seeking a proactive Member Engagement Specialist to deliver exceptional member service, interview members to understand their financial picture, and promote the credit union’s full range of products.

This full-time role supports lending, deposits, online banking, and budget counseling, with a schedule that includes community events and occasional evenings or weekends; strong relationship-building is essential.

Qualifications

• High School Diploma or GED required; Associate or Bachelor’s preferred.
• Proficient in Microsoft Office (Word, Excel, PowerPoint).
• Multilingual skills are a plus.

Responsibilities

• Provide exceptional member service by addressing requests, resolving issues, and directing members to appropriate teams.
• Interview applicants to understand full financial needs and offer tailored solutions.
• Assist with loans, deposits, online banking, and payments; support credit union products.

Skills

Customer service

Sales & upsell

Communication

Financial counseling

Time management

Education

High School Diploma

Associate or Bachelor's preferred

Tools

MS Office

Job description

Baylor Health Care System Credit Union in Dallas is seeking a proactive Member Engagement Specialist to deliver exceptional member service, interview members to understand their financial picture, and promote the credit union’s full range of products.

This full-time role supports lending, deposits, online banking, and budget counseling, with a schedule that includes community events and occasional evenings or weekends; strong relationship-building is essential.