Sr. Member Experience Advisor

Resource-One-Credit-Union; Mesquite (TX); On-site; USD 35,000 - 52,000; Full time

Job summary

Resource-One-Credit-Union in Texas seeks a Sr. Member Experience Advisor to engage members professionally, open accounts, and promote products while educating on policies.

You will handle deposits, explain services, assist with loans, and ensure prompt resolution of member questions. A strong emphasis on accuracy, discretion, and customer service is essential as you support teammates and maintain secure operations.

Qualifications

• High school diploma or equivalent required.
• 3+ years’ Member Service Representative/Teller experience required.

Responsibilities

• Assist members with opening personal and business accounts and process changes to existing accounts.
• Provide on-site support for credit/debit card issues and relay policy information to members.
• Review and submit documentation for consumer loans including signature and auto loans, debit/credit cards, and loan products.
• Relay credit decisions to members and verify balance and transaction totals.
• Process wire transfers, IRA/CD deposits and withdrawals; monitor deposit amounts.
• Open and close computer terminal accounts daily and ensure accuracy of documentation.
• Maintain privacy of member information and provide backup guidance to teammates.
• Complete required reports, attend meetings, and support supervisors as needed.
• Maintain a clean and professional work area and adapt to changes in workflow.

Skills

Customer service

Excellent communication

Problem solving

Mathematical ability

Discretion and confidentiality

Multitasking

Microsoft Office

Education

High school diploma or equivalent

Tools

10-key calculator

Job description

Description

The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to; open accounts, promote current products and service, educate account holders on credit union policies and ensure that member requests and questions are promptly and accurately resolved.

Responsibilities:

• Assist members with; opening new personal and business accounts, process changes to existing accounts, and provide on-site support for credit/debit card issues.
• Ensure that members are informed of the policies of, and the services provided by the Credit Union, to include; eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information.
• Receive, review and submit documentation for specific consumer loans, including; signature and auto loans, debit/credit cards, and share secured and credit builder loans.
• Relay credit decisions to the members.
• Verify and balance transactions and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals.
• Open and close computer terminal accounts daily.
• Monitor deposit amounts and examine documents for endorsement and negotiability.
• Detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments.
• Assist with vault duties.
• Maintain privacy of member account information.
• Provide backup support and guidance to Representatives, Advisors and Agents as needed.
• Keep a clean, organized work area and a professional appearance.
• Provide feedback to supervior of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Completes other duties as assigned.

Requirements

• High school diploma or equivalent required
• 3+years’ Member Service Representative/Teller experience required

Knowledge, Skills and Abilities:

• Excellent knowledge of policies and procedures.
• Excellent mathematical and problem solving skills
• Excellent written, listening and verbal communication skills
• Excellent customer service skills
• Basic understanding of Credit Union operations.
• Ability to operate 10-key series
• Ability to maintain discretion and confidentiality
• Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
• Proficient in Microsoft computer applications