Specialist - Relationship

Texas Dow Employees Credit Union

Cypress, Texas, US
**
Deliver unique and memorable member experience
Process account transactions
Open, close, and service accounts
** The Texas Dow Employees Credit Union is seeking a Specialist - Relationship to provide exceptional member service by managing account transactions, resolving member issues, and cross-selling financial products. The ideal candidate will have customer service experience, a strong attention to detail, and excellent communication skills. **

Job 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.
  • 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.
  • Educates members on emerging and existing credit union technology and digital solutions such as mobile, online, and ATM offerings for their convenience.

Matching Summary

Match Score: 75

** The Texas Dow Employees Credit Union is seeking a Specialist - Relationship to provide exceptional member service by managing account transactions, resolving member issues, and cross-selling financial products. The ideal candidate will have customer service experience, a strong attention to detail, and excellent communication skills. **

Skills & Requirements

Must-have

  • Deliver unique and memorable Member experience
  • Process account transactions
  • Open, close, and service accounts
  • Process consumer loans
  • Implement TDECU's Key Plays
  • Act as Lobby Engager
  • Schedule Member appointments
  • Listen to understand Member needs
  • Recommend and implement solutions
  • Own Member issues and resolve problems
  • Provide superior Member Service
  • Achieve personal sales goals
  • Cross-sell platform products
  • Make partner referrals
  • Educate members on credit union technology
  • Troubleshoot basic technology issues
  • Participate in community development activities
  • Complete mandatory compliance testing
  • Operate ten key calculator and computer keyboard
  • Work Saturday hours
  • Troubleshoot smartphones, tablets, PCs

Nice-to-have

  • Acts as the Lobby Engager as assigned
  • Serves as a Role Model to Service Associates
  • Demonstrates and coaches job-required skills
  • Ability to generate new and unique ideas
  • Develop non-traditional ways of doing business

Key Requirements

  • High School Diploma or equivalent
  • 1-3 years of experience preferred
  • Previous customer service experience required
  • Strong attention to detail
  • Strong interpersonal communication
  • Strong oral and written communication skills
  • Dedication to meeting expectations
  • Ability to effectively prioritize tasks
  • Planning and Organization skills
  • Availability to work with Credit Union’s core business hours
  • Ability to use feedback for continuous improvement

Work Rights

Not specified

Tailored Resume

Cover Letter