Member Experience & Mortgage Specialist

tdecu; Cypress (CA); On-site; USD 55,000 - 75,000; Full time

Job summary

TDECU invites a Partner Specialist to expertly support Members in a retail banking setting, focusing on accounts, loans and referrals across product lines. You will open, close and service accounts, respond to member needs, and connect them to the right specialist.

You will mentor colleagues on complex issues, manage high-transaction work, and help drive member growth while maintaining a superior service experience in both drive-thru and lobby environments.

Qualifications

• Proven ability to engage members and deepen relationships.
• Experience with outbound prospecting and telemarketing.
• Strong understanding of banking products and services.

Responsibilities

• Engage potential members and deepen relationships.
• Conduct outbound calls and set prospect meetings.
• Handle complex member transactions and escalations.
• Open complex deposit accounts and assist with loans and mortgages.
• Provide exceptional service in branch environments and remote channels.

Skills

Customer service

Sales skills

Outbound calling

Relationship building

Problem resolution

Banking product knowledge

Tools

CRM systems

Banking software

Job description

TDECU invites a Partner Specialist to expertly support Members in a retail banking setting, focusing on accounts, loans and referrals across product lines. You will open, close and service accounts, respond to member needs, and connect them to the right specialist.

You will mentor colleagues on complex issues, manage high-transaction work, and help drive member growth while maintaining a superior service experience in both drive-thru and lobby environments.