Member Experience & Lending Solutions Specialist

Texas Dow Employees Credit Union; Trammels (TX); On-site; USD 40,000 - 55,000; Full time

Job summary

Texas Dow Employees Credit Union is seeking a Member Service Advisor to build lasting member relationships through proactive outreach, addressing deposits, loans, and digital banking solutions. You’ll educate members on technology and provide tailored recommendations to meet financial goals.

The role involves handling complex accounts, guiding customers with world-class service, and meeting sales and compliance standards in a fast-paced environment.

Qualifications

• High School Diploma or equivalent education and experience is required. Additional training in banking, loans or new accounts is required.
• 3 or more years of experience in Member Service, banking, new accounts and lending is required.

Responsibilities

• Opens and maintains deposit accounts including savings, checking, certificates, and specialty accounts. Responsible for working with the most complex account types and maintenance requests.
• Completes loan and new account applications, loan interviewing and funding Builds consumer loan packages with attention to detail to ensure they are error free. Implements corrections if assigned. Responsible for navigating the most complex consumer loan types and situations, as well as maintenance thereof.
• Provides coaching and guidance on complex issues to team members. Takes appointments for most complex issues.
• Achieves personal sales goals by cross-selling platform products such as checking and savings, credit cards, loans, CDs Money Markets and making partner referrals to insurance, investments and mortgage.
• Problem Resolution: Owns Member issues through resolution. Troubleshoots and resolves inquiries in a timely, friendly and accurate manner.
• Educates members on emerging and existing credit union technology and digital solutions such as mobile, online, and ATM offerings for their convenience.
• Achieve required levels of outbound phone calls as proactive outreach using bank-generated member prospect lead lists.
• Completes all mandatory compliance testing on time. Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures.

Skills

Attention to detail

Interpersonal communication

Customer service

Coaching others

Proactive attitude

Time management

Problem resolution

Technical aptitude

Education

High School Diploma

Job description

Texas Dow Employees Credit Union is seeking a Member Service Advisor to build lasting member relationships through proactive outreach, addressing deposits, loans, and digital banking solutions. You’ll educate members on technology and provide tailored recommendations to meet financial goals.

The role involves handling complex accounts, guiding customers with world-class service, and meeting sales and compliance standards in a fast-paced environment.