Universal Branch Associate - Mansfield Main St

Texas Trust Credit Union; Mansfield (TX); Vor Ort; USD 32.000 - 46.000; Vollzeit

Zusammenfassung

Texas Trust Credit Union in Mansfield, TX is seeking a Member Advocate I to help people by providing tailored financial guidance and assisting with everyday transactions. You will build rapport and welcome members to the Texas Trust family, delivering friendly, accurate service.

The role requires 1–2 years of retail experience and offers opportunities to educate members on online and mobile banking, while collaborating with other departments to deepen relationships and ensure regulatory

Qualifikationen

• 1–2 years of retail experience required.
• Minimum 1 year teller/CSR experience preferred.
• High School Diploma or GED required.
• Ability to operate multiple computer systems efficiently.
• Strong processing, analytical and critical thinking skills.
• Excellent written and verbal communication skills.
• Schedule may include Saturdays.

Aufgaben

• Provide advice tailored to customers and assist with everyday transactions.
• Build rapport and welcome members.
• Identify fraud and take action to prevent losses.
• Educate members on multi-channel banking.
• Collaborate with other departments to satisfy member requests.
• Be flexible to assist in other lines of business.

Kenntnisse

Retail experience

Teller/CSR experience

Organized and self-starter

Strong communication skills

Integrity and member focus

Ausbildung

High School Diploma/GED

Tools

Computer systems experience

Jobbeschreibung

• Location 317 S. Main St. Mansfield,Mansfield, TX, 76063,United States
• Job Category Banking, Sales, Customer Service
• Employee Type Non-Exempt - FT

Description

R ole Responsibilities

Our Member Advocate I helps people and are committed to making an impact in our member’s lives. They focus on brighter paths by providing advice tailored to suit our member’s financial needs. You will help assist with everyday transactions, build rapport, and make them part of the Texas Trust family.

• Create a member experience that makes them feel welcomed. Personalize every interaction by using the member’s name and thank them for choosing Texas Trust;
• Find ways to exceed member expectations with full consideration of policies, procedures and regulatory requirements while also building relationships to enhance our member’s financial future;
• Utilize exceptional service skills to engage with members, and present member focused solutions to deepen relationships in person, by phone and through written communication;
• Initiate a warm transition to other areas of business to take care of extended member financial needs;
• Educate members on ways to do their banking conveniently through multi-channel solutions including online and mobile banking;
• Proactively collaborate with other departments to satisfy all member requests;
• Be flexible and willing to assist in other lines of business as requested;
• Ability to identify fraud and take appropriate action to prevent losses;
• Practices and brings to life with the team our Yes And culture;
• Comply with established regulations and law requirements;
• Perform various other duties as assigned.

Requirements

Required Experience

• 1-2 years of retail experience
• Minimum of 1 year of previous teller/CSR experience preferred

Skills, Education and/or Certifications Required

• High School Diploma/GED required
• Ability to operate multiple computer systems efficiently
• Requires an organized, meticulous self-starter who is able to work independently
• Strong processing, analytical and critical thinking skills
• Possess a strong work ethic and an adaptable team player mentality
• Highly developed sense of integrity and commitment to member satisfaction
• Required to manage all member information in a confidential manner
• Professional written and verbal communications skills
• Proficient with proactively sourcing, acquiring, building, and maintaining relationships with members and colleagues
• Ability to work a schedule that may include most Saturdays
• Position may require extended periods of sitting or standing, and lifting under 10 pounds

Texas Trust Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran state