Member Experience Advisor - Full Time

Resource One Credit Union • Dallas, TX

94d

About The Position

The 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.

Requirements

• High school diploma or equivalent required.
• 1+ years’ Member Experience Representative/Teller experience required.
• Successfully pass the background screening process. (Credit, criminal, education, employment and drug screen)

Nice To Haves

• 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.

Responsibilities

• Assist members with opening new personal and business accounts, process changes to existing accounts, and provide onsite support for credit/debit card issues.
• Open new member accounts, business accounts and process changes to existing accounts.
• 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.
• 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 supervisor of any significant problems or concerns.
• Complete required reports and records accurately and promptly.
• Attend meetings as required.
• Complete other duties as assigned.

What This Job Offers

• Education Level: High school or GED
• Number of Employees: 101-250 employees