Member Experience & Lending Specialist

Texas Dow Employees Credit Union

Post Oak (MO)

On-site

USD 42,000 - 52,000

Full time

14 days+

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Job summary

Texas Dow Employees Credit Union is seeking a Virtual Member Specialist to be based at the TDECU Headquarters. The role focuses on delivering a legendary Member experience by cultivating relationships and assisting with loan and account maintenance via phone and digital channels.

The position requires 3+ years in member service or lending, strong communication, and the ability to cross-sell products. You will handle complex account requests, stay current on digital banking trends, and

Qualifications

High school diploma or equivalent required.
Three+ years' experience in member service, banking, new accounts, and lending.
Strong attention to detail with accurate documentation.
Excellent interpersonal, written, and verbal communication.
Proactive, courteous, and customer-focused.
Able to cross-sell and meet sales goals.
Familiarity with banking products and processes.

Responsibilities

Opens and maintains consumer and business deposit accounts.
Conducts sales and service conversations to uncover financial goals.
Completes consumer and business loan applications and documents the lending process.
Cross-sell platform products and refer to services.
Resolve member issues with timely, friendly resolution.
Stay informed on digital banking trends and mitigate digital risks.
Meet outbound call targets using prospect leads.
Participates in community development activities.
Complies with Bank Secrecy Act and internal policies.