Virtual Member Experience Specialist

Texas Dow Employees Credit Union; United States; Presencial; USD 42.000 - 60.000; Jornada completa

Descripción de la vacante

Texas Dow Employees Credit Union is seeking a Virtual Member Specialist to deliver an exemplary member experience in a primarily in-person setting at TDECU Headquarters. You will cultivate relationships, assist with loan and account maintenance, and support online account openings via phone and digital channels.

Responsibilities include opening and maintaining accounts, guiding complex lending processes, cross-selling products, and maintaining knowledge of TDECU offerings.

Formación

• High School Diploma or equivalent required.
• Three or more years of experience in Member Service, banking, new accounts and lending is required.

Responsabilidades

• Opens and maintains consumer and business deposit accounts including savings, checking, certificates, and specialty accounts.
• Responsible for working with the most complex account types and maintenance requests.
• 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.
• Follow-up on applications and internal communication to ensure a smooth process.
• Document interactions with insights and opportunities for personalized service and future opportunities.
• Achieves personal sales goals by cross-selling platform products such as checking and savings, credit cards, loans, CDs Money Markets and making partner referrals to insurance, investments and mortgage.
• Builds and maintains required knowledge of TDECU products and services to cross-sell.
• Utilizes systems (Dynamics) to be well-informed about the Member’s current relationship with TDECU.

Conocimientos

Member Service

Sales conversations

Communication

Documentation

Problem resolution

Digital banking

Educación

High School Diploma or equivalent

Herramientas

Dynamics

Descripción del empleo

Texas Dow Employees Credit Union is seeking a Virtual Member Specialist to deliver an exemplary member experience in a primarily in-person setting at TDECU Headquarters. You will cultivate relationships, assist with loan and account maintenance, and support online account openings via phone and digital channels.

Responsibilities include opening and maintaining accounts, guiding complex lending processes, cross-selling products, and maintaining knowledge of TDECU offerings.