Specialist - Member (billingual)

Texas Dow Employees Credit Union

Fort Worth, Texas, US
On-site
Create memorable member experience
Proactive outreach and relationship building
Educate on credit union technology
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

Job 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.
  • Educate members on emerging Credit Union technology and digital solutions, and perform lobby engagement activities to connect with Members and position products to meet their needs.
  • 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.

Matching 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.

Skills & Requirements

Must-have

  • Create memorable member experience
  • Proactive outreach and relationship building
  • Educate on credit union technology
  • Consultative sales approach
  • Troubleshoot and resolve inquiries
  • Open and maintain deposit accounts
  • Build consumer loan packages

Nice-to-have

  • Serve as a role model
  • Positive service approach
  • Generate new and unique ideas
  • Participate in community development

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter