Senior Member Experience Specialist

TDECU; Houston (TX); On-site; USD 42,000 - 54,000; Full time

Job summary

Texas Dow Employees Credit Union in Houston seeks a Member Service Representative to open and maintain deposit accounts, process loans, and educate members on digital tools. You will handle complex inquiries with a consultative approach and cross-sell products to meet members' financial goals.

The role emphasizes world-class service, accuracy, and teamwork within a busy branch. Evening and weekend hours may be required as part of core business operations.

Qualifications

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

Responsibilities

• Opens and maintains deposit accounts including savings, checking, certificates, and specialty accounts.
• Completes loan and new account applications, loan interviewing and funding.
• Provides coaching and guidance on complex issues to team members.
• Achieves personal sales goals by cross-selling platform products and referrals.
• Troubleshoots member inquiries and resolves issues in a timely, friendly manner.
• Educates members on credit union technology and digital solutions.
• Handles outbound calls for proactive member education.

Skills

Customer service

Interpersonal communication

Problem solving

Attention to detail

Time management

Multitasking

Phone etiquette

Education

High School Diploma or equivalent

Banking training

Tools

Ten-key calculator

Computer keyboard

Online banking systems

Job description

Texas Dow Employees Credit Union in Houston seeks a Member Service Representative to open and maintain deposit accounts, process loans, and educate members on digital tools. You will handle complex inquiries with a consultative approach and cross-sell products to meet members' financial goals.

The role emphasizes world-class service, accuracy, and teamwork within a busy branch. Evening and weekend hours may be required as part of core business operations.