This in-person role at TDECU Headquarters will focus on delivering a memorable, positive, legendary Member experience by cultivating, maintaining, and enhancing relationships with a book of business through proactive efforts over the phone, or other channels as appropriate
Job Summary
This in-person role at TDECU Headquarters will focus on delivering a memorable, positive, legendary Member experience by cultivating, maintaining, and enhancing relationships with a book of business through proactive efforts over the phone, or other channels as appropriate.
The Virtual Branch Member Specialist will assist with Loan and Account Maintenance calls and support Online New Account openings, providing solutions that span across the Member’s life by utilizing TDECU’s sales and service processes.
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
This in-person role at TDECU Headquarters will focus on delivering a memorable, positive, legendary Member experience by cultivating, maintaining, and enhancing relationships with a book of business through proactive efforts over the phone, or other channels as appropriate.
Skills & Requirements
Must-have
Proactive phone outreach
Loan and account maintenance
Consultative sales approach
Digital banking trends
Risk mitigation
Nice-to-have
Legendary member experience
Positive attitude
Community development participation
Key Requirements
3+ years of Member Service, banking, new accounts, and lending experience
High School Diploma or equivalent
Additional training in banking, loans, or new accounts