Universal Branch Associate - Pantego

Role Responsibilities

• Our Member Advocate I helps people and are committed to making an impact in our members lives.
• They focus on brighter paths by providing advice tailored to suit our members financial needs.
• You will help assist with everyday transactions, build rapport, and make them part of the Texas Trust family.
• Create a member experience that makes them feel welcomed.
• Personalize every interaction by using the members name and thank them for choosing Texas Trust
• Find ways to exceed member expectations with full consideration of policies, procedures and regulatory requirements while also building relationships to enhance our members financial future
• Utilize exceptional service skills to engage with members, and 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
• Ability to identify fraud and take appropriate action to prevent losses
• Practices and brings to life with the team our Yes And culture
• Comply with established regulations and law requirements
• Perform various other duties as assigned