Sr. Member Experience Advisor - Full-Time

R1cu; Garland (TX); Hybrid; USD 42,000 - 58,000; Full time

Job summary

Resource One in Garland, TX seeks a Sr. Member Experience Advisor to engage prospective and current members, open accounts, promote products, and educate on credit union policies while ensuring requests are resolved promptly.

The role demands strong customer service, accuracy with deposits and loans, and the ability to multitask in a fast-paced environment; the ideal candidate upholds privacy and provides reliable support.

Qualifications

• High school diploma or equivalent is required.
• 3+ years of Member Service Representative or Teller experience.
• Strong knowledge of credit union policies and procedures.

Responsibilities

• Assist members with opening personal and business accounts and processing changes.
• Explain eligibility, accounts, rates, payroll options and services to members.
• Review and submit documentation for loans and credit products.
• Relay credit decisions and balance transactions and cash totals.
• Handle wire transfers, IRA/CD deposits/withdrawals and vault duties.
• Maintain privacy and provide backup support to colleagues.
• Complete reports, attend meetings, and perform other duties as assigned.

Skills

Member service

Customer service

Communication

Attention to detail

Problem solving

Education

High School Diploma or Equivalent

Tools

Microsoft Office

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

Physical Demands and Work Environment

• Stationary work, often requiring standing or sitting for prolonged periods


• Operate standard office equipment and keyboards


• Visually recognize, reconcile, and verify numerical details for accuracy


• Repeating motions that may include the wrists, hands and/or fingers


• Must be able to access and navigate facility with reasonable accommodations


• Lift and carry small parcels, packages and other items

Additional Notes

• Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.


• This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.

Equal Employment Opportunity Employer

Our credit union team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions.

Together, we are the community we serve, and we believe that a community is strongest when there is diversity, equality, and inclusion.