Member Services Partner: Mortgage & Loan Expert

Texas Dow Employees Credit Union; Katy (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Texas Dow Employees Credit Union seeks a Partner Specialist to provide expert member service in accounts, loans and referrals across TDECU products. The Senior Member Champion handles complex issues, coaches colleagues, and ensures timely follow-up on inquiries and new accounts.

The role involves opening, closing and servicing accounts, supporting mortgage loans, and guiding members to the right expertise while maintaining high service standards.

Qualifications

• 3-5 years of experience in Member Service, banking, new accounts and lending is required.
• Supervisory experience in retail banking (multi-site management preferred).
• Shows mastery in engaging potential members and deepening existing Member relationships.
• Fosters a culture of adaptability based on consumer demand and solutions.

Responsibilities

• Engage potential members and deepen existing Member relationships.
• Conduct telephone prospecting and outbound calls.
• Open complex deposit accounts including savings, checking, certificates, and specialty accounts.
• Assist members with complex transactions and escalate as needed.
• Provide excellent member service in drive-thru and lobby environments.

Skills

Member service

Sales goals

Communication

Problem solving

Education

High School Diploma or equivalent

Additional training preferred

Tools

Microsoft Office

Excel

PowerPoint

Job description

Texas Dow Employees Credit Union seeks a Partner Specialist to provide expert member service in accounts, loans and referrals across TDECU products. The Senior Member Champion handles complex issues, coaches colleagues, and ensures timely follow-up on inquiries and new accounts.

The role involves opening, closing and servicing accounts, supporting mortgage loans, and guiding members to the right expertise while maintaining high service standards.