Universal Branch Associate

About the Role

The Member Advocate I helps people and is committed to making an impact in members' lives. They focus on brighter paths by providing advice tailored to suit members' financial needs.

Key Responsibilities

• Assist with everyday transactions.
• Build rapport and make members part of the Texas Trust family.
• Create a member experience that makes them feel welcomed.
• Personalize every interaction by using the member's name and thanking them for choosing Texas Trust.
• Find ways to exceed member expectations with full consideration of policies, procedures, and regulatory requirements.
• Build relationships to enhance members' financial future.
• Utilize exceptional service skills to engage with members.
• Present member-focused solutions to deepen relationships in person, by phone, and through written communication.
• Initiate a warm transition to other areas of business to take care of extended member financial needs.
• Educate members on ways to do their banking conveniently through multi-channel solutions including online and mobile banking.
• Proactively collaborate with other departments to satisfy all member requests.
• Be flexible and willing to assist in other lines of business as requested.
• Identify fraud and take appropriate action to prevent losses.
• Comply with established regulations and law requirements.
• Perform various other duties as assigned.

Qualifications

• Yes And culture adherence.