Virtual Member Experience Specialist

Texas Dow Employees Credit Union; Post Oak (TX); Presencial; USD 42.000 - 68.000; Jornada completa

Descripción de la vacante

Texas Dow Employees Credit Union seeks a Virtual Member Specialist to deliver a memorable member experience at our headquarters. In this in-person role, you will cultivate relationships, handle loan and account maintenance calls, support online new accounts, and use our sales and service processes to tailor solutions.

You will open and maintain consumer and business deposit accounts, cross-sell platform products, and resolve member issues with professionalism.

Formación

• Three or more years of experience in Member Service, banking, new accounts and lending is required.
• Strong interpersonal communication skills, including courtesy, tact, and diplomacy.
• Proven ability to document information accurately and follow step-by-step guides without error.

Responsabilidades

• Opens and maintains consumer and business deposit accounts including savings, checking, certificates, and specialty accounts.
• Conducts engaging sales and service conversations to uncover financial goals and lending needs.
• Accurately complete consumer and business loan applications while setting clear expectations of the lending process to ensure clarity.
• Maintain up-to-date knowledge on all consumer lending products and follow-up on applications for a smooth process.
• Document interactions with insights and opportunities for personalized service and future opportunities.
• Cross-sell platform products such as checking, savings, loans, and cards; refer to insurance/investments/mortgage as appropriate.

Conocimientos

Customer service

Communication skills

Sales ability

Banking knowledge

Educación

High School Diploma

Herramientas

Dynamics

Descripción del empleo

Texas Dow Employees Credit Union seeks a Virtual Member Specialist to deliver a memorable member experience at our headquarters. In this in-person role, you will cultivate relationships, handle loan and account maintenance calls, support online new accounts, and use our sales and service processes to tailor solutions.

You will open and maintain consumer and business deposit accounts, cross-sell platform products, and resolve member issues with professionalism.