Sr. Specialist - Member

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

Posted 3 months ago

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Excellent 4.7

Job summary

The Sr. Specialist - Member role involves creating a positive Member experience by maintaining relationships through proactive outreach, processing various accounts and loan requests, educating about digital technology, and providing consultative solutions to meet Members' needs. The position requires experienced customer service, knowledge of banking products, troubleshooting skills, and a proactive sales approach.

Responsibilities

Cultivate and maintain member relationships through proactive outreach and consultative solutions for financial needs. Manage complex new accounts, loan applications, and funding while educating members on digital banking technology.

Qualifications

Account Management Banking Communication Community Engagement Loans Member Service New Accounts Sales Technology Skills Troubleshooting

Requires a high school diploma and at least 3 years of experience in member service, banking, and lending. Must possess strong attention to detail and the ability to handle complex financial transactions and member inquiries.

English

Company

TDECU

TDECU

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

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Excellent 4.7
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