Member Experience Partner & Mortgage Specialist

Texas Dow Employees Credit Union; Town of Texas (WI); Hybrid; USD 52,000 - 78,000; Full time

Job summary

Texas Dow Employees Credit Union is seeking a Partner Specialist at Cypress - Miramesa Member Center to deliver exceptional member service in a fast-paced retail banking environment. You will open, service and close accounts, handle loans and referrals, and guide members to the right expertise.

The role emphasizes relationship-building, problem-solving, and cross-selling with a strong focus on REAL service.

Qualifications

• 3-5 years of experience in Member Service, banking, new accounts and lending.
• Proven track record of meeting or exceeding sales goals and delivering REAL service.

Responsibilities

• Open, service and close member accounts, including deposits and loans.
• Prospect and build member relationships via outbound calls.
• Guide members to appropriate product solutions and referrals.
• Mentor other specialists and ensure high-quality member experience.

Skills

Member service

Banking

Lending

Communication

Problem solving

Education

High School Diploma

Tools

Microsoft Office

Excel

PowerPoint

Job description

Texas Dow Employees Credit Union is seeking a Partner Specialist at Cypress - Miramesa Member Center to deliver exceptional member service in a fast-paced retail banking environment. You will open, service and close accounts, handle loans and referrals, and guide members to the right expertise.

The role emphasizes relationship-building, problem-solving, and cross-selling with a strong focus on REAL service.