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Sr. Member Experience Advisor

Resource One Credit Union · r1cu.org
MesquiteSenior3+ yrs
Apply on Resource One Credit Union’s site

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Subscribers got this job on 21 October 2026. New jobs reach them at 8 am and 6 pm, 5 days before they open here. Get the next one first

The job in short

Member experience advising.

Payroll

Details

Found
7 d ago · posted 2026-10-21
Location as listed
Mesquite, TX, US
Source
The company’s own careers site

Full description

Description The Sr. Member Experience Advisor will engage prospective and current members in a professional and courteous manner, and will be responsible for gathering the required information to; open accounts, promote current products and service, educate account holders on credit union policies and ensure that member requests and questions are promptly and accurately resolved. Responsibilities: • Assist members with; opening new personal and business accounts, process changes to existing accounts, and provide on-site support for credit/debit card issues. • Ensure that members are informed of the policies of, and the services provided by the Credit Union, to include; eligibility for membership, types of available accounts, interest dividend rates, payroll deduction options, and other related services and information. • Receive, review and submit documentation for specific consumer loans, including; signature and auto loans, debit/credit cards, and share secured and credit builder loans. • Relay credit decisions to the members. • Verify and balance transactions and cash totals. • Process wire transfers, IRA/CD deposits and withdrawals. • Open and close computer terminal accounts daily. • Monitor deposit amounts and examine documents for endorsement and negotiability. • Detect and resolve discrepancies promptly. • Assist with loan processing and posting loan payments. • Assist with vault duties. • Maintain privacy of member account information. • Provide backup support and guidance to Representatives, Advisors and Agents as needed. • Keep a clean, organized work area and a professional appearance. • Provide feedback to supervior of any significant problems or concerns. • Complete required reports and records accurately and promptly. • Attend meetings as required. • Completes other duties as assigned. Requirements • High school diploma or equivalent required • 3+years’ Member Service Representative/Teller experience required Knowledge, Skills and Abilities: • Excellent knowledge of policies and procedures. • Excellent mathematical and problem solving skills • Excellent written, listening and verbal communication skills • Excellent customer service skills • Basic understanding of Credit Union operations. • Ability to operate 10-key series • Ability to maintain discretion and confidentiality • Must have the ability to multitask, prioritize, and adapt to a consistently changing environment • Proficient in Microsoft computer applications

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