Senior Member Experience Associate

Rave Financial; Conroe (TX); On-site; USD 36,000 - 48,000; Full time

Job summary

Rave Financial is seeking a Senior Member Experience Associate to assist members with cash exchanges, payments, and negotiable instruments. You will direct resources to ensure cash flow operations and support teller line associates' growth in the branch.

You will manage the lobby queue, foster a hospitable experience, and act as a liaison between walk-in members and centralized staff while supporting sales, service culture, training, and fraud prevention initiatives.

Qualifications

• Strong interpersonal and diplomatic abilities for daily member interactions.
• Ability to prioritize tasks and manage time in a busy branch.
• Comfort with operating general office equipment and basic software.
• Good understanding of fraud prevention practices and check/negotiable instruments.

Responsibilities

• Assist members with cash exchanges, payments, and negotiable instruments.
• Direct and schedule resources to meet branch cash flow operations.
• Manage the lobby queue and provide a hospitable experience while members wait.
• Serve as a liaison between walk-in members and centralized staff, supporting sales and training initiatives.

Skills

Interpersonal skills

Prioritization & time management

Multitasking

Office equipment operation

Education

High school diploma or GED

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Senior Member Experience Associate

2 days ago Requisition ID: 1736

Summary:

Processmemberfinancialtransactions,includingcashexchanges,payments,andnegotiableinstruments.

Overseetellerlineoperations,cashflowmanagement,andassociatedevelopment.

Managelobbytrafficandconnectmemberswithappropriatestafftoensureexcellentservice.

Support credit union sales, service, training, and fraud prevention initiatives.

Role:

To assist members with their financial transactions, including cash exchanges, processing payments and issuing and accepting negotiable instruments. To direct and schedule resources needed to meet the cash flow operations of the branch while supporting management with the development and growth of teller line associates. To manage the lobby queue process and foster a hospitable experience while members wait. To act as a liaison between our walk-in membership and our centralized staff. Supports sales and service culture throughout the company, training objectives and any other initiatives as directed. To match the member needs with the CU employees that are best equipped to handle them.

Knowledge and Skills:

Experience:

One year to three years of similar or related experience; minimum of one year Member Experience Associate II experience recommended.

Education:

A high school education or GED.

Interpersonal Skills:

Courtesy, tact, and diplomacy are essential elements of the job. Work involves much personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.

Other Skills:

• 1. Strong interpersonal skills are a prerequisite necessary to the position.
• 2. Strong prioritization, time management and multi-tasking skills.
• 3. Ability to operate general office equipment and other credit union provided equipment.
• 4. Must be able to operate related computer software as provided by the credit union.
• 5. Ability to grasp the effects of member requests as they relate to individual accounts.
• 6. Knowledge of common scam and fraud prevention practices.
• 7. Above average knowledge of the financial industry, including an understanding of the check clearing process along with negotiable instruments and collections.
• 8. Knowledge and understanding of the basic processes of other credit union departments and branches.
• 9. Ability to work as a member of a team and embrace the credit union philosophy and the credit union mission, vision, and core values.