- Salary
- $21 – $23/hr
- Location
- Mesquite, TX
- Workplace
- Onsite
- Education
- High School
- Source
- Paylocity
Description
Description
The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to; open accounts, promote current products and service, educate account holders on credit union policies and ensure that member requests and questions are promptly and accurately resolved.
Responsibilities:
- Assist members with; opening new personal and business accounts, process changes to existing accounts, and provide on-site support for credit/debit card issues.
- Ensure that members are informed of the policies of, and the services provided by the Credit Union, to include; eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information.
- Receive, review and submit documentation for specific consumer loans, including; signature and auto loans, debit/credit cards, and share secured and credit builder loans.
- Relay credit decisions to the members.
- Verify and balance transactions and cash totals.
- Process wire transfers, IRA/CD deposits and withdrawals.
- Open and close computer terminal accounts daily.
- Monitor deposit amounts and examine documents for endorsement and negotiability.
- Detect and resolve discrepancies promptly.
- Assist with loan processing and posting loan payments.
- Assist with vault duties.
- Maintain privacy of member account information.
- Provide backup support and guidance to Representatives, Advisors and Agents as needed.
- Keep a clean, organized work area and a professional appearance.
- Provide feedback to supervior of any significant problems or concerns.
- Complete required reports and records accurately and promptly.
- Attend meetings as required.
- Completes other duties as assigned.
Requirements
- High school diploma or equivalent required
- 3+years’ Member Service Representative/Teller experience required
Knowledge, Skills and Abilities:
- Excellent knowledge of policies and procedures.
- Excellent mathematical and problem solving skills
- Excellent written, listening and verbal communication skills
- Excellent customer service skills
- Basic understanding of Credit Union operations.
- Ability to operate 10-key series
- Ability to maintain discretion and confidentiality
- Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
- Proficient in Microsoft computer applications
Skills
Customer Service
