Member Experience Specialist

Resource One Credit Union; Dallas (TX); On-site; USD 29,000 - 43,000; Full time

Job summary

Resource One Credit Union is seeking a Member Experience Representative to assist members and non-members with a range of administrative and financial transactions. The role includes processing routine banking activities and recommending suitable products based on the member’s financial goals.

Key duties involve greeting members, handling deposits and withdrawals, balancing cash, and maintaining product knowledge to support sales and service excellence.

Qualifications

• High school diploma or equivalent is required.
• 1+ years’ cash handling experience preferred.
• Prior banking/credit union experience is preferred.

Responsibilities

• Greet members professionally and assist with issues, questions and requests.
• Process member transactions (deposits, withdrawals, cashiers’ checks, money orders, loan payments) in person, by phone or mail.
• Balance and verify transactions and cash totals daily.
• Maintain knowledge of products and services; offer suitable options to members and potential members.
• Open and close computer terminal accounts daily.
• Examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Perform drive-up teller and night drop duties as assigned.
• Other duties as assigned.

Skills

Cash handling

Customer service

Communication skills

Mathematical skills

Microsoft Office

Problem solving

Discretion & confidentiality

Education

High school diploma or equivalent

Tools

10-key

Job description

Resource One Credit Union is seeking a Member Experience Representative to assist members and non-members with a range of administrative and financial transactions. The role includes processing routine banking activities and recommending suitable products based on the member’s financial goals.

Key duties involve greeting members, handling deposits and withdrawals, balancing cash, and maintaining product knowledge to support sales and service excellence.