Specialist - Relationship

Position Summary

The Relationship Associate delivers a unique and memorable Member experience aimed at improving Member financial wellbeing through processing account transactions such as deposits and withdrawals, as well as opening, closing and servicing accounts and consumer loans. Fully implements TDECU’s Key Plays to create a welcoming Member-centric environment. Acts as the Lobby Engager as assigned. Schedules Member appointments. Actively listens to fully understand each Member’s need or situation to recommend and/or implement solutions. Owns Member issues and responds effectively to address and resolve problems.

Responsible for providing superior Member Service, ultimately contributing to Net Promoter Score feedback and results. Essential Duties and Responsibilities: Processes basic and complex teller transactions including deposits, withdrawals, check orders, statement printing, stop payments, wire requests, and loan payments in lobby and drive up environments. Supports other teams as work volume indicates. Balances all instruments including cash, check negotiation, and transaction posting daily. Opens and maintains deposit accounts including savings, checking, certificates, and specialty accounts. Completes loan applications and underwriting interview process for Members requesting consumer loans.

Builds consumer loan packages with attention to detail to ensure they are error free. Implements corrections if assigned. Works with Member Specialists to ensure title work packages are correct for funding. Problem Resolution: Owns Member issues through resolution. Troubleshoots and resolves inquiries in a timely, friendly and accurate manner. Escalates Member feedback to Management and makes Member call backs to support Net Promoter efforts. Treats Members and Employees with professionalism, courtesy, respect and empathy through challenges. Keeps the TDECU Mission, Vision, and Purpose at the top of mind when dealing with challenging situations.

Achieves personal sales goals by cross-selling platform products such as checking and savings, credit cards, loans, CDs Money Markets and making partner referrals to insurance, investments and mortgage. Builds and maintains required knowledge of TDECU products and services in order to cross-sell. Utilizes systems to be well-informed about the Member’s current relationship with TDECU. Achieve required levels of outbound calls. Educates members on emerging and existing credit union technology and digital solutions such as mobile, online, and ATM offerings for their convenience. Troubleshoots basic issues and escalates more complex issues as needed.

Actively participates in community development activities as assigned in the support of the Credit Union’s Mission, Vision, Purpose and Values. Completes all mandatory compliance testing on time. Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures. Minimum Qualifications: (Education, Licensure, Experience, Knowledge…

Read the full posting