Representative - Member Service (Part Time) jobs in United States
cer-icon
Apply on Employer Site
company-logo

TDECU · 2 weeks ago

Representative - Member Service (Part Time)

Texas Dow Employees Credit Union is seeking a Member Service Representative to enhance Member financial wellbeing through various account transactions. The role involves educating Members on digital solutions, resolving inquiries, and cross-selling products to meet their needs.

Auto InsuranceBankingCreditFinancial ServicesHealth InsuranceInsuranceLife Insurance

Responsibilities

Deliver a unique Member experience to improve Member financial wellbeing through assisting Members and prospective members with a variety of account transactions including deposits, withdrawals, loan payments, check to cash, etc
Deepen relationships and drive REAL Service, educate Members on digital solutions and identify opportunities to refer needed products and services through conversation
Perform lobby engagement activities to connect with Members and position products to meet their needs
Troubleshoot and resolve Member and internal inquiries in a timely, friendly, and accurate manner
Process basic and complex teller transactions including deposits, withdrawals, check orders, statement printing, stop payments, wire requests, and loan payments in the lobby and drive-up environments
Support other teams as work volume indicates
Balance all instruments including cash, check negotiation, and transaction posting daily
Own Member issues through resolution, troubleshoot and resolve inquiries in a timely, friendly and accurate manner
Achieve personal sales goals by cross-selling platform products such as checking and savings, credit cards, loans, CDs Money Markets and making partner referrals to insurance, investments and mortgage
Build and maintain required knowledge of TDECU products and services in order to cross-sell
Utilize systems to be well-informed about the Member’s current relationship with TDECU
Educate members on emerging and existing credit union technology and digital solutions such as mobile, online, and ATM offerings for their convenience
Actively participate in community development activities as assigned in the support of the Credit Union’s Mission, Vision, Purpose and Values
Complete all mandatory compliance testing on time
Implement processes as required by the Bank Secrecy Act and TDECU policies and procedures

Qualification

Cash handlingCustomer serviceProblem resolutionDigital banking knowledgeInterpersonal communicationAttention to detailPlanningOrganizationProactive attitudeWritten communicationFeedback utilization

Required

High School Diploma or an equivalent mix of education and experience is required
Attention to details to work with numbers and names in a fast-paced environment
Demonstrate Strong interpersonal communication such as courtesy, tact, and diplomacy
Provides world-class REAL Service
With experience, demonstrates and coaches job-required skills and behaviors for newer team members
Innate ability to demonstrate a proactive and positive attitude toward members, supervisors, co-workers, and the credit union
Strong oral and written communication skills; ability to speak and write clearly and effectively
Dedication to meeting the expectations and requirements of internal and external members
Ability to effectively prioritize tasks to use time efficiently and to attend to a broad range of activities
Must be able to operate a ten-key calculator and computer keyboard by touch
Availability to work with the Credit Union's core business hours. Saturday hours are required in this role
Ability to troubleshoot smartphones, tablets, PCs and to assist members with online banking/mobile banking with completion of TDECU training
Strong attention to detail
Demonstrated ability to understand and resolve problems to the satisfaction of a customer/Member
Ability to use feedback for continuous improvement and development

Preferred

Additional training is preferred
Previous experience in cash handling, banking, customer service or hospitality is preferred

Company

TDECU

twittertwittertwitter
company-logo
Founded in 1955, TDECU formed when a group of Dow employees pitched in $5 each to loan a friend $35 to buy a refrigerator.

Funding

Current Stage
Late Stage

Leadership Team

I
Isaac Johnson
President & Chief Executive Officer
linkedin
Company data provided by crunchbase