Sr. Member Experience Advisor

Resource One Credit Union • Mesquite, TX

9d

About The Position

The Sr. Member Experience Advisor engages prospective and current members professionally and courteously. The role gathers information to open accounts, promotes current products and services, educates account holders about credit union policies, and ensures member requests and questions are resolved promptly and accurately. The position also provides backup support and guidance to Representatives, Advisors, and Agents as needed.

Requirements

• High school diploma or equivalent required.
• At least 3 years of Member Service Representative/Teller experience required.
• 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 personal and business accounts, processing changes to existing accounts, and resolving on-site debit and credit card issues.
• Inform members about credit union policies and services, including membership eligibility, available account types, interest dividend rates, payroll deduction options, and related information.
• Receive, review, and submit documentation for specified consumer loans, including signature and auto loans, debit and credit cards, and share-secured and credit-builder loans.
• Relay credit decisions to members.
• 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 promptly resolve discrepancies.
• 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.
• Maintain a clean, organized work area and professional appearance.
• Report significant problems or concerns to a supervisor.
• 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: Senior
• Education Level: High school or GED