Sr. Specialist - Member

TDECU
Sugar Land, Texas, United States
Full Time
On Site
Junior
0+
High School
Finance & Accounting Financial Services Insurance

Posted 2 weeks ago

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Excellent 4.7

Job summary

Member service specialist manages deposit accounts, processes loan applications, educates members on technology, and provides personalized solutions to meet financial needs. The role includes cross-selling products, resolving member inquiries, and promoting digital banking tools, with a focus on delivering exceptional service through proactive engagement.

Responsibilities

The Sr. Specialist manages a book of business by providing proactive outreach, resolving complex member inquiries, and processing new accounts and loan requests. They also educate members on digital technology and achieve personal sales goals through cross-selling credit union products.

Qualifications

Account Management Communication Skills Conflict Resolution Customer Service Deposit Processing Digital Banking Lending Problem Solving Sales and Cross-selling Troubleshooting

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

English

Company

TDECU

TDECU

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

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Excellent 4.7
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