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$16/hr–$17/hr
Full-time
high school
Posted just now
~40 hrs/week
Responsibilities
The Member Experience Advisor is responsible for assisting members with account openings, processing transactions, and resolving inquiries in a professional manner. They also perform operational tasks such as balancing cash totals, processing loan payments, and maintaining accurate member records.
Requirements
Candidates must have a high school diploma or equivalent and at least one year of experience as a Member Experience Representative or Teller. Applicants must also successfully pass a comprehensive background screening, including credit, criminal, and drug checks.
Full job description
Description
The 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 onsite support for credit/debit card issues.
Open new member accounts, business accounts and process changes to existing accounts.
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.
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 supervisor of any significant problems or concerns.
Complete required reports and records accurately and promptly.
Attend meetings as required.
Complete other duties as assigned.
Requirements
High school diploma or equivalent required.
1+years’ Member Experience Representative/Teller experience required.
Successfully pass the background screening process. (Credit, criminal, education, employment and drug screen)
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.
Physical Demands and Work Environment
Stationary work, often requiring standing or sitting for prolonged periods
Operate standard office equipment and keyboards
Visually recognize, reconcile, and verify numerical details for accuracy
Repeating motions that may include the wrists, hands and/or fingers
Must be able to access and navigate facility with reasonable accommodations
Lift and carry small parcels, packages and other items
Additional Notes
Candidates being considered for employment with Resource One must successfully complete a credit check, background check and drug screen.
This Job Description is not a complete statement of all duties, responsibilities and physical demands comprising this position.
Equal Employment Opportunity EmployerOur credit union team and members include people of all races, religions, cultures, physical abilities, sexual orientations, and gender identities and/or expressions. Together, we are the community we serve, and we believe that a community is strongest when there is diversity, equality, and inclusion.Stronger leaders. Stronger coworkers. Stronger friends.
Member Owned | Not-for-Profit |
Federally insured by NCUA | Equal Housing Opportunity Lender
Industry
Banking
Company size
51-200 employees
Founded
1936
Headquarters
Dallas, TX
LinkedIn followers
2,163
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.
Offices: 1200 Belleview St, Dallas, TX 75215, US · 755 N Hwy 67, Cedar Hill, TX 75104, US · 302 W Centerville Rd, Garland, TX 75041, US · 2475 Arapaho Rd, Garland, TX 75044, US · 2315 W Airport Fwy, Suite #161, Irving, TX 75062, US
How much do Finance & Accounting jobs in Dallas, TX pay?
Based on 686 listings with disclosed salaries, most finance & accounting jobs in Dallas, TX pay between $47k–$162k per year. Individual offers vary with seniority, company size, and specialization.
How many Finance & Accounting jobs are open in Dallas, TX right now?
There are currently 2,036 open finance & accounting positions in Dallas, TX listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Dallas, TX?
Companies currently hiring include Goldman Sachs, Scotiabank, University of Texas Southwestern Medical Center, Avantax, Lockton, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Dallas, TX?
Yes — 648 of the 2036 open finance & accounting positions offer remote or hybrid work (195 remote, 453 hybrid).
How do I apply for Finance & Accounting jobs in Dallas, TX?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.