Member Experience Advisor

Resource One Credit Union • Carrollton, TX

379d • $34,320 - $36,400

About The Position

The Member Experience Advisor at Resource One Credit Union is responsible for engaging with prospective and current members in a professional manner. This role involves assisting members with account openings, providing information about credit union services, and ensuring member requests are resolved promptly. The advisor will also handle transactions, support loan processing, and maintain confidentiality of member information.

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).
• 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.
• 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.
• Ensure that members are informed of credit union policies and services.
• 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 maintain a professional appearance.
• Provide feedback to supervisor regarding 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

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED