Senior Member Experience Associate

Rave Financial; Conroe (TX); On-site; USD 34,000 - 52,000; Full time

Job summary

Rave Financial in Conroe, TX is seeking a Senior Member Experience Associate to help members with financial transactions, including cash exchanges, processing payments, and issuing and accepting negotiable instruments. The role supports branch operations and the development of teller line staff while ensuring a welcoming environment for all members.

You will direct resources to meet cash flow needs, manage the lobby queue, and act as a liaison between walk-in members and centralized staff.

Qualifications

• One year to three years of similar or related experience.
• High school education or GED.
• Courtesy, tact, and diplomacy are essential elements of the job.

Responsibilities

• Assist members with financial transactions, including cash exchanges and payments.
• Issue and accept negotiable instruments as needed.
• Direct and schedule resources to meet branch cash flow operations.
• Manage the lobby queue and foster a hospitable experience for members waiting.
• Coordinate with walk-in members and centralized staff; support sales and service initiatives.

Skills

Interpersonal skills

Prioritization

Time management

Multi-tasking

Customer service

Education

High school diploma

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

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

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