Member Experience Advisor

Resource One Credit Union•Garland, TX

1d•$17 - $18

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. 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.

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.
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.