Why Texas Dow Employees Credit Union

FY2024 · Form 990Its mission and biggest programs, as filed

Provides cooperative financial services to boost members' economic well-being.

Tdecu is a not-for-profit financial cooperative with more than 381,000 members. Throughout their member service locations, tdecu offers a complete selection of convenient and competitive products and services.
Tdecu's mission is to help people navigate their financial journeys. Tdecu is driven by a mission of people helping people. Credit unions were created so members could invest their savings together, lend to one another, and own a part in…
Tdecu supports initiatives that help local communities thrive through a focus on educational, health, and economic development all of which form the tdecu community engagement platform.

Before you apply

FY2024 · Form 990Independent: from IRS data, not the org

Pays its leaders

$351K–$1.2M

12 officers reported

Fine: from the org's Form 990.

Pt VII · Sec A

Budget

$351.3M

spent in FY2024

Fine: from the org's Form 990.

Pt I · Ln 18

Staff

1,074

employees

Fine: from the org's Form 990.

Pt I · Ln 5–6

Surplus or deficit

+2%

of revenue, FY2024

Looks good: revenue was at least expenses in the latest filing.

Pt I · Ln 19

Cash reserves

16 mo

of spending, in cash and securities

Looks good: 16.1 months of spending in cash; 3 or more.

Pt X · Ln 1–2 · Pt I · Ln 18

Latest return

FY2024

latest Form 990

Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.

IRS e-file

IRS status

501(c)(14)

tax-exempt since 1976

Looks good: listed by the IRS.

IRS BMF

Looks goodFineWorth a lookConcernTap a box for the reason.

About the role

The org's own posting, as written

Position Summary

The Partner Specialist functions as an expert in the Member Center through deep knowledge and proven expertise in areas of accounts, loans and referrals to other TDECU products and service lines. The Senior Member Champion serves all Members, however, will be aligned to the most complex issues/or transactions and will also support and coach colleagues with complex issues/or transactions. serving Members or assisting colleagues with complex issues and/or transactions. Provides excellent Member Service in a Retail Banking environment through opening, closing and servicing Members’ accounts including consumer loans.

Actively listens to fully understand each Member’s needs or situation to recommend and/or implement solutions. Actively connects the Member to an employee with the specific expertise required. Owns member issues and responds effectively to address problems. Provides members with timely telephone follow up on new account openings, branch visits, product inquiries and REAL Service standards. Builds and maintains full knowledge of TDECU products and services. The Partner Specialist is responsible for mortgage loans, and has an enhanced skill set of member experience, skilled at multiple service request, and is the expert in all fields for new account or loan requests.

Supports as a member service expert to help open, close, service and understand member’s needs and get them to the right level of expertise. Can easily navigate our services and offer solutions to navigate the journey of life. Essential Duties and Responsibilities: Shows mastery in engaging potential members and deepening existing member relationships. Establish member relationships, conduct telephone prospecting, and outbound calls. Embody member commitments to accountability, community, innovation and accessibility. Set prospect meetings at initial contact or through proactive follow-up.

Takes ownership of members’ complex transactions within the branch including but not limited to member escalations, IRAs, and advanced loan types. Respond effectively by displaying outstanding problem resolution and follow up with members. Drive, deepen and maintain member growth and relationships by building and working a book of business. Responsible for maintaining member experience in both drive thru and lobby environments. Acts as subject matter expert and processes transactions in one of the following LOB; Mortgage, Insurance, Wealth, Business Services. Opens complex deposit accounts including savings, checking, certificates, and specialty accounts.

Effectively mitigates risk by making sound decisions in branch operations. Always performing due diligence, and accounting for procedures, policies and regulations. Ability to troubleshoot and resolve technical problems and other complex issues with demonstrated ability to articulate relevant information and directions in an organized and concise manner. Demonstrate awareness of company policies and procedures while…

Read the full posting

About Texas Dow Employees Credit Union

From its Form 990

Budget $357.9M
Staff 1,074 · founded 1955
Pays its leaders $351K–$1.2M (12 reported)
Open jobs 43 · Jobs at Texas Dow Employees Credit Union · Full 990 report