Resource One Credit Union · 1 day ago
Member Experience Advisor
Garland,TX,US
Full-time
Onsite
Entry Level
1+ years expResource One Credit Union is seeking a Member Experience Advisor who will engage with prospective and current members in a professional manner. The role involves opening accounts, promoting products, educating members on policies, and ensuring prompt resolution of member inquiries.
Financial Services
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
Qualification
Required
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
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