Relationship Associate

1 day ago


Lake Jackson, Texas, United States TDECU Full time
Job Summary

The Relationship Associate is a key member of our team, responsible for delivering exceptional Member experiences that drive financial wellbeing. This role involves processing account transactions, opening and maintaining deposit accounts, and providing superior Member Service.

Key Responsibilities
  • Process basic and complex teller transactions, including deposits, withdrawals, and loan payments.
  • Open and maintain deposit accounts, including savings, checking, and certificates.
  • Complete loan applications and underwriting interview process for Members requesting consumer loans.
  • Build consumer loan packages with attention to detail and implement corrections as needed.
  • Resolve Member issues through effective communication and problem-solving.
  • Cross-sell platform products, such as checking and savings, credit cards, and loans.
  • Educate Members on emerging and existing credit union technology and digital solutions.
  • Participate in community development activities and complete mandatory compliance testing.
Requirements
  • High School Diploma or equivalent mix of education and experience.
  • 1-3 years of experience in customer service or a related field.
  • Strong attention to detail, interpersonal communication skills, and ability to work in a fast-paced environment.
  • Ability to operate a ten-key calculator and computer keyboard by touch.
  • Availability to work with the Credit Union's core business hours, including Saturdays.
Work Environment

The noise level in the work environment is usually moderate. The physical demands of this position include standing, walking, and sitting for extended periods.



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