Senior Member Experience & Lending Specialist

Texas Dow Employees Credit Union

Katy (TX)

On-site

USD 36,000 - 52,000

Full time

2 days ago
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Job summary

Texas Dow Employees Credit Union is seeking a member service professional to cultivate lasting member relationships and manage complex deposit, loan, and account needs. You will educate members on digital tools and financial solutions, handle escalations with care, and contribute to a high level of member satisfaction.

The role requires a minimum of 3 years in banking or member services, strong communication skills, and the ability to work within set banking hours, including Saturdays.

Qualifications

  • High School Diploma or equivalent education and experience is required.
  • Additional banking, loan or new accounts training is required.
  • 3+ years in Member Service, banking, new accounts and lending.

Responsibilities

  • Opens and maintains deposit accounts and complex account types.
  • Processes loan and new account applications and funding.
  • Provides coaching on complex issues to team members and handles complex inquiries.
  • Meets personal sales goals by cross-selling platform products and referring to insurance, investments, and mortgage.
  • Resolves member issues promptly and professionally; follows up as needed.

Skills

Attention to detail
Interpersonal communication
Customer service
Coaching others
Proactive attitude
Oral & written communication
Planning & organization
Problem solving
Technical troubleshooting
Team collaboration

Education

High School Diploma or equivalent

Tools

Ten-key calculator

Job description

Texas Dow Employees Credit Union is seeking a member service professional to cultivate lasting member relationships and manage complex deposit, loan, and account needs. You will educate members on digital tools and financial solutions, handle escalations with care, and contribute to a high level of member satisfaction.

The role requires a minimum of 3 years in banking or member services, strong communication skills, and the ability to work within set banking hours, including Saturdays.

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