Specialist - Relationship

Texas Dow Employees Credit Union

Houston, United States
On-site
Superior member service
Process account transactions
Open and maintain deposit accounts
The Relationship Associate delivers a unique and memorable Member experience aimed at improving Member financial wellbeing through processing account transactions and opening, closing and servicing accounts and consumer loans

Job Summary

  • The Relationship Associate delivers a unique and memorable Member experience aimed at improving Member financial wellbeing through processing account transactions and 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, schedules Member appointments, and actively listens to understand Member needs to recommend solutions.
  • Responsible for providing superior Member Service, ultimately contributing to Net Promoter Score feedback and results, and achieving personal sales goals by cross-selling platform products and making partner referrals.

Matching Summary

The Relationship Associate delivers a unique and memorable Member experience aimed at improving Member financial wellbeing through processing account transactions and opening, closing and servicing accounts and consumer loans.

Skills & Requirements

Must-have

  • superior Member Service
  • process account transactions
  • open and maintain deposit accounts
  • problem resolution and ownership
  • cross-selling platform products
  • educate on credit union technology

Nice-to-have

  • world class REAL Service
  • proactive and positive attitude
  • generate new and unique ideas
  • demonstrate and coach job-required skills

Key Requirements

  • High School Diploma or equivalent
  • 1-3 years of experience preferred
  • Previous customer service experience required
  • Availability for Saturday hours

Work Rights

Not specified

Tailored Resume

Cover Letter