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Senior Specialist - Member
TDECU
Missouri City, Texas, United States
Part Time
On Site
Junior
0+
High School
Finance & Accounting
Financial Services Insurance
Posted 1 week ago
Job summary
Creates a memorable Member experience by cultivating, maintaining, and enhancing relationships through proactive outreach, handling complex accounts and loans, educating members on digital solutions, and troubleshooting Member inquiries with a focus on sales and service in a banking environment.
Responsibilities
The Senior Specialist manages a book of business by providing proactive financial solutions, processing complex accounts, and handling loan requests. They also perform lobby engagement and educate members on credit union technology to meet personal sales goals.
Qualifications
Account Management
Communication Skills
Cross-selling
Customer Troubleshooting
Digital Banking Services
Lending
Member Service
New Accounts
Proactive Outreach
Problem Resolution
Candidates must have a high school diploma or equivalent and at least 3 years of experience in banking, lending, and member services. Strong interpersonal, communication, and organizational skills are required, along with the ability to work Saturdays.
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Senior Specialist - Member
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TDECU
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