Senior Member Experience Associate

Rave Financial • Conroe, TX

4h

About The Position

The Senior Member Experience Associate assists members with financial transactions, including cash exchanges, payment processing, and issuing and accepting negotiable instruments. The role directs and schedules resources to meet branch cash-flow needs and supports the development and growth of teller-line associates.

The associate manages the lobby queue and helps create a hospitable experience while members wait. Serving as a liaison between walk-in members and centralized staff, the associate connects members with the credit union employees best equipped to address their needs. The role also supports company sales and service culture, training objectives, fraud prevention, and other directed initiatives.

Requirements

• One to three years of similar or related experience.
• A high school education or GED.
• Strong interpersonal skills, courtesy, tact, and diplomacy.
• Strong prioritization, time-management, and multitasking skills.
• Ability to operate general office equipment and other credit union-provided equipment.
• Ability to operate computer software provided by the credit union.
• Ability to understand how member requests affect individual accounts.
• Knowledge of common scam and fraud-prevention practices.
• Above-average knowledge of the financial industry, including check clearing, negotiable instruments, and collections.
• Knowledge and understanding of basic processes in other credit union departments and branches.
• Ability to work as a team member and embrace the credit union philosophy, mission, vision, and core values.

Nice To Haves

• At least one year of Member Experience Associate II experience is recommended.

Responsibilities

• Process member financial transactions, including cash exchanges, payments, and negotiable instruments.
• Direct and schedule resources needed to meet branch cash-flow operations.
• Support the development and growth of teller-line associates and oversee teller-line operations.
• Manage lobby traffic and the lobby queue to provide a hospitable member experience.
• Act as a liaison between walk-in members and centralized staff.
• Connect members with the employees best equipped to address their needs.
• Support credit union sales, service, training, and fraud prevention initiatives.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: High school or GED