Member Experience Specialist - Onboarding & Service

Resource-One-Credit-Union; Dallas (TX); On-site; USD 22,000 - 30,000; Full time

Job summary

Resource One Credit Union is seeking a Member Experience Advisor in Dallas to engage members professionally and gather required information for opening accounts, promoting products, and educating on policies. You will resolve inquiries promptly and accurately, with emphasis on service quality.

Responsibilities include assisting with account openings, card issues, and loan processing, while maintaining privacy and supporting team members in a fast-paced environment.

Qualifications

• Proven knowledge of credit union policies and procedures.
• Strong numerical and problem-solving abilities.
• Excellent written, listening and verbal communication skills.
• Outstanding customer service and interpersonal skills.
• Basic understanding of credit union operations and services.
• Accurate data entry using a 10-key keypad.

Responsibilities

• Assist members with opening personal and business accounts and changes.
• Provide on-site support for card issues and processes.
• Explain policies, account types, rates, and services to members.
• Verify and balance transactions and cash totals.
• Handle transfers, deposits, withdrawals, and vault duties.
• Maintain privacy and confidentiality of member information.
• Support supervisors and colleagues as needed.
• Complete reports and participate in meetings.

Skills

Policies & procedures

Math & problem solving

Communication skills

Customer service

Credit union basics

10-key accuracy

Discretion & confidentiality

Multitasking & prioritization

MS Office / PC basics

Tools

Microsoft Office

Job description

Resource One Credit Union is seeking a Member Experience Advisor in Dallas to engage members professionally and gather required information for opening accounts, promoting products, and educating on policies. You will resolve inquiries promptly and accurately, with emphasis on service quality.

Responsibilities include assisting with account openings, card issues, and loan processing, while maintaining privacy and supporting team members in a fast-paced environment.