JOB DETAILS
Sr. Member Experience Advisor
CompanyResource One Credit Union
LocationMesquite
Work ModeOn Site
PostedMay 16, 2026
About The Company
At Resource One Credit Union, we help hard-working Texans achieve their financial goals. We are a credit union owned by our members and working to give them control of their future. Since 1936, our members have trusted us to provide honest advice and the products they need. And our earnings? They belong to our members. We share the profits with our members in the form of better rates and lower fees. Our membership continues to grow in Texas: Dallas.
People helping people is what credit unions were founded on, and it's what we live and breathe at Resource One. We like to help people in every way… from a member's first loan to the energy and enthusiasm, we bring to each and every member we serve. We're not your average financial institution, and we wouldn't have it any other way.
About the Role
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
Key Skills
Account OpeningCustomer ServiceLoan ProcessingCash HandlingFinancial CommunicationProblem SolvingMicrosoft Office10-key OperationConfidentialityMultitaskingWire TransfersIRA/CD Processing
Categories
Finance & AccountingCustomer Service & SupportAdministrative
Job Information
📋Core Responsibilities
The advisor manages member accounts, processes loan documentation, and handles financial transactions including wire transfers and deposits. They are also responsible for educating members on credit union policies and providing guidance to other staff members.
📋Job Type
full time
💰Salary Range
$21 - $23
📊Experience Level
2-5
💼Company Size
154
📊Visa Sponsorship
No
💼Language
English
🏢Working Hours
40 hours
Apply Now →
You'll be redirected to
the company's application page