Sr. Member Experience Advisor

R1cu; Mesquite (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

R1cu is seeking a Sr. Member Experience Advisor to engage members professionally, gather information to open accounts, promote products, and educate on credit union policies. You will resolve member questions promptly and accurately and assist with loan processing and vault duties as needed.

The role requires strong customer service, knowledge of credit union operations, and the ability to multitask in a changing environment while maintaining confidentiality and applying attention to detail.

Qualifications

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

Responsibilities

• Assist members with opening new personal and business accounts and process changes to existing accounts; provide on-site support for card issues.
• Inform members about membership eligibility, account types, dividend rates, payroll deduction options, and related services.
• Process documentation for consumer loans including signature, auto loans, debit/credit cards, and share secured/credit builder loans.
• Relay credit decisions to members and verify balances and cash totals.
• Process wire transfers, IRA/CD deposits and withdrawals; open/close computer terminal accounts daily.
• Monitor deposits and examine documents for endorsement and negotiability; detect and resolve discrepancies promptly.
• Assist with loan processing and posting loan payments; support vault duties as needed.
• Maintain privacy of member account information and provide backup support to staff as required.

Skills

Policies & procedures

Math & problem solving

Written & verbal communication

Customer service

Credit union operations

10-key data entry

Discretion & confidentiality

Multitasking & adaptability

MS Office proficiency

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