Member Experience Advisor - Full Time

Resource One Credit Union • Dallas, TX

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About The Position

The Member Experience Advisor engages prospective and current members professionally and courteously. The role gathers information to open accounts, promotes products and services, explains credit union policies, and promptly and accurately resolves member requests and questions. The advisor supports personal and business accounts, transactions, loan processing, and card issues while maintaining member privacy and accurate records. The position also provides backup support and guidance to Representatives, Advisors, and Agents as needed.

Requirements

• High school diploma or equivalent required.
• At least 1 year of Member Experience Representative or Teller experience required.
• Successfully pass the background screening process, including credit, criminal, education, employment, and drug screening.
• 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 a 10-key series.
• Ability to maintain discretion and confidentiality.
• Ability to multitask, prioritize, and adapt to a consistently changing environment.
• Proficiency in Microsoft computer applications.

Responsibilities

• Assist members with opening new personal and business accounts, processing changes to existing accounts, and onsite support for credit/debit card issues.
• Inform members about credit union policies and services, including membership eligibility, account types, interest dividend rates, payroll deduction options, and related information.
• Verify and balance transactions and cash totals.
• Process wire transfers and 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 the 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 the supervisor about 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
• Education Level: High school or GED