Member Experience Specialist

Resource-One-Credit-Union; Dallas (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Resource-One-Credit-Union is seeking a Member Experience Advisor to engage prospective and current members in a professional and courteous manner. You will gather information to open accounts, promote products and services, educate members on policies, and ensure requests are resolved promptly and accurately.

You will assist with opening personal and business accounts, process changes, and support for card issues.

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).

Responsibilities

• Assist members with opening new personal and business accounts, process changes to existing accounts, and provide onsite support for credit/debit card issues.
• Open new member accounts, business accounts and process changes to existing accounts.
• Ensure that members are informed of the policies of, and the services provided by the Credit Union, to include; eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Assist with vault duties.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors and Agents as needed.
• Keep a clean, organized work area and a professional appearance.
• Provide feedback to supervisor of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Complete other duties as assigned.

Skills

Customer service

Communication

Mathematical problem solving

Microsoft Office

Education

High school diploma or equivalent

Tools

10-key numeric entry

Job description

Resource-One-Credit-Union is seeking a Member Experience Advisor to engage prospective and current members in a professional and courteous manner. You will gather information to open accounts, promote products and services, educate members on policies, and ensure requests are resolved promptly and accurately.

You will assist with opening personal and business accounts, process changes, and support for card issues.