Senior Member Experience Advisor

TDECU; Trammels (TX); On-site; USD 38,000 - 60,000; Full time

Job summary

TDECU in Texas is seeking a seasoned Member Service Representative to nurture member relationships, process accounts, and guide borrowers through loan requests.

You will educate members on digital tools, perform complex transactions, and collaborate with teammates to meet sales goals while delivering friendly, accurate service.

This role requires attention to detail, strong communication, and the ability to work on-site during core hours, including Saturdays.

Qualifications

• High School Diploma or equivalent required; banking or financial training a plus.
• 3+ years in Member Service or lending.
• Strong attention to detail and accuracy.
• Excellent verbal and written communication.

Responsibilities

• Opens and maintains deposit accounts including savings, checking, certificates, and specialty accounts.
• Completes loan and new account applications, loan interviewing and funding; builds consumer loan packages with attention to detail.
• Provides coaching and guidance on complex issues to team members and takes appointments for complex issues.
• Achieves personal sales goals by cross-selling platform products and making partner referrals to insurance, investments and mortgage.
• Problem Resolution: Owns Member issues through resolution and escalates feedback to Management.
• Educates members on emerging and existing credit union technology and digital solutions; troubleshoots basic issues.

Skills

Customer service

Cross-selling

Financial transactions

Communication skills

Problem solving

Attention to detail

Time management

Technical troubleshooting

Education

High School Diploma or equivalent

Job description

TDECU in Texas is seeking a seasoned Member Service Representative to nurture member relationships, process accounts, and guide borrowers through loan requests.

You will educate members on digital tools, perform complex transactions, and collaborate with teammates to meet sales goals while delivering friendly, accurate service.

This role requires attention to detail, strong communication, and the ability to work on-site during core hours, including Saturdays.