Specialist - Relationship

Texas Dow Employees Credit Union

Victoria, Texas, USA
On-site
Process account transactions
Open and service accounts
Resolve member issues
Texas Dow Employees Credit Union is seeking a Relationship Associate in Victoria, Texas, to provide exceptional member service and support financial well-being through various account transactions and loan processing. Ideal candidates should possess strong customer service skills, attention to detail, and the ability to resolve member issues effectively

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.
  • Processes basic and complex teller transactions including deposits, withdrawals, check orders, statement printing, stop payments, wire requests, and loan payments in lobby and drive up environments.
  • 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

Match Score: 85

Texas Dow Employees Credit Union is seeking a Relationship Associate in Victoria, Texas, to provide exceptional member service and support financial well-being through various account transactions and loan processing. Ideal candidates should possess strong customer service skills, attention to detail, and the ability to resolve member issues effectively.

Skills & Requirements

Must-have

  • Process account transactions
  • Open and service accounts
  • Resolve member issues
  • Cross-sell financial products
  • Educate on digital solutions
  • Operate ten-key and keyboard

Nice-to-have

  • Proactive and positive attitude
  • World-class REAL Service
  • Community development activities

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