Relationship Specialist

3 weeks ago

The Woodlands, United States TDECU Full time

Position Summary: The Relationship Associate delivers a unique and memorable Member experience aimed at improving Member financial wellbeing through processing account transactions such as deposits and withdrawals, as well as opening, closing and servicing accounts and consumer loans. Fully implements TDECU’s Key Plays to create a welcoming Member-centric environment. Acts as the Lobby Engager as assigned. Schedules Member appointments. Actively listens to fully understand each Member’s need or situation to recommend and/or implement solutions. Owns Member issues and responds effectively to address and resolve problems. Responsible for providing superior Member Service, ultimately contributing to Net Promoter Score feedback and results.

Essential Duties and Responsibilities:

- Processes basic and complex teller transactions including deposits, withdrawals, check orders, statement printing, stop payments, wire requests, and loan payments in lobby and drive up environments. Supports other teams as work volume indicates. Balances all instruments including cash, check negotiation, and transaction posting daily.
- Builds consumer loan packages with attention to detail to ensure they are error free. Implements corrections if assigned. Works with Member Specialists to ensure title work packages are correct for funding.
- Problem Resolution: Owns Member issues through resolution. Troubleshoots and resolves inquiries in a timely, friendly and accurate manner. Escalates Member feedback to Management and makes Member call backs to support Net Promoter efforts. Treats Members and Employees with professionalism, courtesy, respect and empathy through challenges. Keeps the TDECU Mission, Vision, and Purpose at the top of mind when dealing with challenging situations.
- 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. Builds and maintains required knowledge of TDECU products and services in order to cross-sell. Utilizes systems to be well-informed about the Member’s current relationship with TDECU. Achieve required levels of outbound calls.
- Educates members on emerging and existing credit union technology and digital solutions such as mobile, online, and ATM offerings for their convenience. Troubleshoots basic issues and escalates more complex issues as needed.
- Actively participates in community development activities as assigned in the support of the Credit Union’s Mission, Vision, Purpose and Values.
- Completes all mandatory compliance testing on time. Implements processes as required by the Bank Secrecy Act and TDECU policies and procedures.

Minimum Qualifications: _(Education, Licensure, Experience, Knowledge, Skills, and Abilities)_

**Education**:
High School Diploma or equivalent mix of education and experience is required.

Additional training is preferred

Licensure:
N/A

**Experience**:
1-3 years of experience is preferred. Previous customer service experience required.

Knowledge, Skills, and Abilities:
- Strong attention to detail even when working with numbers and names in a fast-paced environment- Demonstrate Strong interpersonal communication such as courtesy, tact, and diplomacy- Provides world class REAL Service- With experience, demonstrates and coaches job-required skills and behaviors for newer team members. Serves as a Role Model to Service Associates.- Innate ability to demonstrate proactive and positive attitude toward members, supervisors, co-workers and the credit union. Maintains positive service approach with Members through challenging situations.- Strong oral and written communication skills; ability to speak and write clearly and effectively- Dedication to meeting the expectations and requirements of internal and external members- Ability to effectively prioritize tasks to use time efficiently and to attend to a broad range of activities. Planning and Organization skills- Ability to generate new and unique ideas as solutions to operational or member service issues, and develop non-traditional ways of doing business- Must be able to operate a ten key calculator and computer keyboard by touch- Availability to work with the Credit Union’s core business hours. Saturday hours are required in this role.- Ability to troubleshoot smartphones, tablets, PCs and to assist members with online banking/mobile banking with completion of TDECU training- Demonstrated ability to understand and resolve problems to the satisfaction of a customer/Member.- Ability to use feedback for continuous improvement and development.

Physical Demands and Work Environment:

- (The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations

  • Payroll Specialist

    2 weeks ago

    The Woodlands, United States Beusa Energy, Llc Full time

    **Payroll Specialist** **Position Title**:Payroll Specialist **Department**:Human Resources **Reports to**:Director of HR **Category**:Non-Exempt **Position summary**: The Payroll Specialist will be reporting to the Payroll Supervisor and assisting in auditing timecards, following up on discrepancies and approvals, and ensuring all payroll deadlines are...

  • Accounts Payable Specialist

    2 weeks ago

    The Woodlands, United States Trecora Full time

    Are you an experienced **Accounting Professional** looking to obtain a position as an **Accounts Payable Specialist** in The Woodlands, Texas? Are you detail-oriented and enjoy working collaboratively with a team? We are looking for a motivated **Accounts Payable Specialist** who can bring accounting expertise and experience to our organization. This...

  • Customer Solutions Specialist

    1 month ago

    The Woodlands, United States Country Fresh Full time

    Reporting to the Customer Solutions Manager, the Customer Solutions Specialist is responsible for managing the day-to-day customer relationships via regularly planned customer-lifecycle touch points. This position will nurture and foster existing customer relationships. They will act as a strategic advisor to the customer. This position is responsible for...

  • Accounts Payable Specialist

    4 weeks ago

    The Woodlands, United States Trecora Full time

    Are you an experienced Accounting Professional looking to obtain a position as an Accounts Payable Specialist in The Woodlands, Texas? Are you detail-oriented and enjoy working collaboratively with a team? We are looking for a motivated Accounts Payable Specialist who can bring accounting expertise and experience to our organization. This position will...

  • Accounts Payable Specialist

    3 weeks ago

    The Woodlands, United States Trecora Full time

    Are you an experienced Accounting Professional looking to obtain a position as an Accounts Payable Specialist in The Woodlands, Texas? Are you detail-oriented and enjoy working collaboratively with a team? We are looking for a motivated Accounts Payable Specialist who can bring accounting expertise and experience to our organization. This position will...

  • Bsa Quality Assurance Specialist I

    3 weeks ago

    The Woodlands, United States Woodforest National Bank Full time

    **BSA Quality Assurance Specialist I**-**063523** **Description** Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest...

  • Category Specialist

    3 weeks ago

    The Woodlands, United States CPChem Full time

    You may not realize it, but you’ve likely used a product today made possible by the plastics and chemicals manufactured by Chevron Phillips Chemical. From medical supplies and electronics to food packaging and cosmetics, we create the building blocks for more than 70,000 consumer and industrial products. **Purpose/Introduction**: The Category Specialist...

  • Customer Service Representative

    3 weeks ago

    The Woodlands, United States Alliance HCM Full time

    **WHY YOU SHOULD JOIN OUR TEAM** **WHO IS ALLIANCE HCM** Alliance aims to be the largest independent human capital management (HCM) company in the United States by providing the most advanced technology to customers through our proprietary, single database, cloud-based software. We help small - to medium-sized businesses manage their payroll, HR, benefits,...

  • Talent Acquisition Specialist

    3 weeks ago

    The Woodlands, United States Crane Co. Full time

    Business Unit and Position Summary:About Crane Crane Co. is a diversified manufacturer of highly engineered industrial products. Founded in 1855, Crane provides products and solutions to customers in the aerospace, electronics, hydrocarbon processing, petrochemical, chemical, power generation, automated merchandising, transportation and other markets. The...

  • Talent Acquisition Specialist

    4 weeks ago

    The Woodlands, United States Crane Co. Full time

    Business Unit and Position Summary:About Crane Crane Co. is a diversified manufacturer of highly engineered industrial products. Founded in 1855, Crane provides products and solutions to customers in the aerospace, electronics, hydrocarbon processing, petrochemical, chemical, power generation, automated merchandising, transportation and other markets. The...

  • Tourism Specialist

    2 weeks ago

    The Woodlands, United States The Woodlands Township Full time

    **ABOUT VISIT THE WOODLANDS**: The Woodlands is a place designed for great experiences - from beautiful nature to top-tier amenities, globally-ranked venues to hidden gems, our goal at Visit The Woodlands is ensuring the visitor experience is seamless. An energetic and innovative 501 (c) (6) organization, The Woodlands Convention and Visitors Bureau (dba:...

  • Reconcilement Specialist I

    4 weeks ago

    The Woodlands, United States Woodforest National Bank Full time

    **Reconcilement Specialist I**-**063742** **Description** Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest...

  • Dispute Specialist I

    3 days ago

    The Woodlands, United States Woodforest National Bank Full time

    **Dispute Specialist I**-**063341** **Description** Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder....

  • Strategic Sourcing Specialist

    3 weeks ago

    The Woodlands, United States Insight Global Full time

    A large midstream service provider is seeking a detail-oriented Strategic Sourcing Representative to join their procurement team located in The Woodlands, Texas. The ideal candidate will be responsible for developing and implementing sourcing strategies to drive cost savings, optimize supplier performance, and ensure the timely acquisition of high-quality...

  • Strategic Sourcing Specialist

    1 month ago

    The Woodlands, United States Insight Global Full time

    A large midstream service provider is seeking a detail-oriented Strategic Sourcing Representative to join their procurement team located in The Woodlands, Texas. The ideal candidate will be responsible for developing and implementing sourcing strategies to drive cost savings, optimize supplier performance, and ensure the timely acquisition of high-quality...

  • Account Adjustment Specialist I

    2 weeks ago

    The Woodlands, United States Woodforest National Bank Full time

    **Account Adjustment Specialist I**-**063590** **Description** Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation. Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest...

  • Hcm Project Management

    3 weeks ago

    The Woodlands, United States Alliance HCM Full time

    **WHY YOU SHOULD JOIN OUR TEAM** **WHY WORK FOR ALLIANCE HCM** Alliance aims to be the largest independent human capital management (HCM) company in the United States by providing the most advanced technology to customers through our proprietary, single database, cloud-based software. We help small - to medium-sized businesses manage their payroll, HR,...

  • Sourcing Specialist

    2 weeks ago

    The Woodlands, United States Indorama Ventures Full time

    Job Description: Indorama Ventures is looking for a Sourcing Specialist to join our Indovinya team in Dayton, TX. The Sourcing Specialist will develop, implement, and maintain assigned sourcing strategies that support and advance the company's Strategic Sourcing objectives and policies. Perform business analysis, evaluate market conditions, and...

  • Customer Service Specialist

    2 weeks ago

    The Woodlands, United States Entergy Corporation Full time

    **Work Place Flexibility**: Hybrid **Legal Entity**: Entergy Texas, Inc.GTX **JOB SUMMARY/PURPOSE** This position will support Entergy’s low-income utility assistance initiatives including coordination with partner agencies to maximize publicly available financial assistance; this position will also support region charitable giving activities,...

  • Talent Acquisition Specialist

    3 weeks ago

    The Woodlands, United States Beusa Energy Full time

    Beusa Energy – Talent Acquisition Specialist - The Woodlands, TXDepartment: Human ResourcesJob Status: Full TimeFLSA: Salary Non-Exempt Reports to: Talent & Recruitment SupervisorWork Location: The Woodlands, TX Travel Required: 20%Work Schedule: Monday – Friday; 8 a.m. – 5 p.m. (Overtime as needed) Position Supervisor: NonePOSITION SUMMARY: The...