Specialist - Partner

Job description

Position Summary: The Partner Specialist functions as an expert in the Member Center through deep knowledge and proven expertise in areas of accounts, loans and referrals to other TDECU products and service lines. The Senior Member Champion serves all Members, however, will be aligned to the most complex issues/or transactions and will also support and coach colleagues with complex issues/or transactions. serving Members or assisting colleagues with complex issues and/or transactions. Provides excellent Member Service in a Retail Banking environment through opening, closing and servicing Members’ accounts including consumer loans. Actively listens to fully understand each Member’s needs or situation to recommend and/or implement solutions. Actively connects the Member to an employee with the specific expertise required. Owns member issues and responds effectively to address problems. Provides members with timely telephone follow up on new account openings, branch visits, product inquiries and REAL Service standards. Builds and maintains full knowledge of TDECU products and services. The Partner Specialist is responsible for mortgage loans, and has an enhanced skill set of member ex...