Sr. Specialist - Member

Creates a memorable Member experience by cultivating, maintaining, and enhancing relationships with a book of business through proactive outreach efforts. Provides solutions that span across the Member’s life by utilizing TDECU’s sales and service processes.

Requirements

• Opens and maintains deposit accounts including savings, checking, certificates, and specialty accounts.
• Completes loan and new account applications, loan interviewing and funding.
• Provides coaching and guidance on complex issues to team members.
• 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.