Sr. Specialist - Member

Position Summary

Creates a memorable Member experience by cultivating, maintaining, and enhancing relationships with a book of business through proactive outreach efforts in person, over the phone, or other channels as appropriate. Provide solutions that span across the Member’s life by utilizing TDECU’s sales and service processes. Processes basic and complex new accounts and account modifications as well as complex loan requests and modifications at the Member Center. Educate members on emerging Credit Union technology and digital solutions. Performs lobby engagement activities to connect with Members and position products to meet their needs.

Using a consultative approach with current or prospective Members to uncover and identify their needs while tailoring recommendations and solutions. Able to troubleshoot and resolve Member and internal inquiries in a timely, friendly, and accurate manner on multiple complex issues. Can easily navigate our services and offer solutions to navigate the journey of life. Essential Duties and Responsibilities: Opens and maintains deposit accounts including savings, checking, certificates, and specialty accounts. Responsible for working with the most complex account types and maintenance requests.

Completes loan and new account applications, loan interviewing and funding Builds consumer loan packages with attention to detail to ensure they are error free. Implements corrections if assigned. Responsible for navigating the most complex consumer loan types and situations, as well as maintenance thereof. Provides coaching and guidance on complex issues to team members. Takes appointments for most complex issues. 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. 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.

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. Achieve required levels of outbound phone calls as proactive outreach using bank-generated member prospect lead lists to educate members on emerging technology and assist with meeting their financial goals. Actively participates in community development activities as…

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