Member Experience Specialist

Resource One Credit Union; Dallas (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Resource One Credit Union seeks a Member Experience Advisor to engage prospective and current members in a professional and courteous manner. The role involves gathering information to open accounts, promoting products and services, and educating members on credit union policies to ensure prompt, accurate resolutions.

The position requires at least 1 year of Member Experience Rep/Teller experience, plus the ability to pass background checks.

Qualifications

• High school diploma or equivalent required.
• 1+ years’ Member Experience Representative/Teller experience required.
• Successfully pass the background screening process (credit, criminal, education, employment and drug screen).
• Excellent customer service and communication skills.

Responsibilities

• Assist members with opening new personal and business accounts and provide onsite support for credit/debit card issues.
• Open new member accounts, business accounts and process changes to existing accounts.
• Explain credit union policies and services to members, including eligibility and available accounts.
• Verify and balance transactions and cash totals; process wire transfers and IRA/CD deposits/withdrawals.
• Open/close computer terminal accounts daily; monitor deposits and endorsements; resolve discrepancies.

Skills

Customer service

Communication

Microsoft Office

Problem solving

Detail orientation

Education

High school diploma

Tools

Microsoft Office Suite

Job description

Resource One Credit Union seeks a Member Experience Advisor to engage prospective and current members in a professional and courteous manner. The role involves gathering information to open accounts, promoting products and services, and educating members on credit union policies to ensure prompt, accurate resolutions.

The position requires at least 1 year of Member Experience Rep/Teller experience, plus the ability to pass background checks.