Partner Specialist

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…

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