Member Specialist Senior

TDECU
Houston, Texas, United States
Full Time
On Site
Senior
0+
High School
Finance & Accounting Financial Services Insurance

Posted 2 weeks ago

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Excellent 4.7

Job summary

The Senior Member Specialist creates memorable member experiences by managing accounts, providing loan services, educating members on digital banking, and cross-selling products in a financial services setting. The role involves proactive outreach, complex account handling, troubleshooting, and delivering top-tier customer service through multiple channels.

Responsibilities

The Member Specialist Senior cultivates member relationships by providing consultative sales and service solutions, including processing complex accounts and loan requests. They also perform lobby engagement, educate members on digital technology, and achieve personal sales goals through proactive outreach.

Qualifications

Account Management Communication Cross-selling Customer Service Digital Banking Lending Problem Resolution Relationship Building Troubleshooting

Candidates must have a high school diploma or equivalent and at least 3 years of experience in banking, lending, or member services. Strong attention to detail, excellent communication skills, and the ability to work in a fast-paced environment including Saturdays are required.

English

Company

TDECU

TDECU

linkedin
Financial Services
Location
Houston, Texas, United States
Website
tdecu.org

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Excellent 4.7
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