Member Experience Specialist: Elevate Service

Resource-One-Credit-Union; Garland (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Resource One Credit Union in Garland, TX is seeking a Member Experience Advisor to engage prospective and current members in a professional and courteous manner, gathering information to open accounts, promote products, and educate members on credit union policies.

You will verify and balance transactions, assist with loan processing, and provide support for teller and card services while maintaining privacy and confidentiality of member information.

Qualifications

• High school diploma or equivalent required.
• 1+ years’ Member Experience Representative/Teller experience required.
• Successfully pass the background screening process.

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.
• 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

Problem solving

Mathematical skills

Discretion/confidentiality

Multitasking

Attention to detail

10-key proficiency

Microsoft Office

Education

High School Diploma or equivalent

Tools

Microsoft Office

Job description

Resource One Credit Union in Garland, TX is seeking a Member Experience Advisor to engage prospective and current members in a professional and courteous manner, gathering information to open accounts, promote products, and educate members on credit union policies.

You will verify and balance transactions, assist with loan processing, and provide support for teller and card services while maintaining privacy and confidentiality of member information.