Resource One Credit Union · 1 month ago
Sr. Member Experience Advisor
Mesquite,TX,US
Full-time
Onsite
Mid, Senior Level
3+ years expResource One Credit Union is seeking a Sr. Member Experience Advisor to engage with prospective and current members in a professional manner. This role involves assisting members with account management, promoting services, and ensuring accurate resolution of member inquiries.
Financial Services
Responsibilities
Assist members with; opening new personal and business accounts, process changes to existing accounts, and provide on-site support for credit/debit card issues
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
Receive, review and submit documentation for specific consumer loans, including; signature and auto loans, debit/credit cards, and share secured and credit builder loans
Relay credit decisions to the members
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 supervior of any significant problems or concerns
Complete required reports and records accurately and promptly
Attend meetings as required
Completes other duties as assigned
Qualification
Required
High school diploma or equivalent required
3+ years' 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 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
Company
Resource One Credit Union
ROCU is a union which provides Checking Accounts, Auto, Home, Credit Card, Home Equity, Boat, Business Accounts and Loans services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Tracey Jackson, CCUFC
Chief Financial Officer
Daniela Parker, MS, CBCP, CUERME
Chief Risk Officer
Recent News
Business Insider
2024-12-31
Company data provided by crunchbase