T

TDECU

Credit union providing member-focused financial services

Virtual Branch Member Specialist

Full-TimePosted on 10/19/2026
No salary listed
Mid
Texas, USA
In Person
Finance & BankingRetail & Commercial Banking

About the job

Requirements
  • A high school diploma or equivalent is required.
  • Three or more years of experience in member service, banking, new accounts, and lending is required.
  • Strong attention to detail when handling numbers and names in a fast-paced environment, with the ability to document information accurately and follow step-by-step guides without error.
  • Strong interpersonal communication skills, including courtesy, tact, and diplomacy.
  • Ability to demonstrate and coach required skills and behaviors to newer team members and serve as a positive role model.
  • Strong oral and written communication skills, with the ability to speak and write clearly and effectively.
  • Ability to conduct growth-focused, sales-driven conversations to uncover member needs and generate loan opportunities.
  • Ability to meet the expectations and requirements of internal and external members.
  • Planning and organizational skills to prioritize tasks and manage a wide range of responsibilities efficiently.
  • Ability to generate innovative and non-traditional solutions to operational or member service challenges.
  • Proficiency in using a ten-key calculator and computer keyboard by touch.
  • Ability to understand and resolve member issues to their full satisfaction.
  • Ability to identify members’ banking needs proactively through active listening and meaningful conversations.
  • Ability to stand, walk, and sit frequently, and to meet the stated close-vision, distance-vision, and focus-adjustment requirements.
Responsibilities
  • Cultivate, maintain, and enhance relationships with a book of business through proactive efforts over the phone or other appropriate channels to deliver a positive member experience.
  • Assist with loan and account maintenance calls and support online new account openings.
  • Process basic and complex new accounts and account modifications, as well as complex loan requests and modifications, by telephone or digital communication.
  • Use a consultative approach to identify current or prospective members’ needs and tailor recommendations and solutions.
  • Open and maintain consumer and business deposit accounts, including savings, checking, certificates, and specialty accounts, including the most complex account types and maintenance requests.
  • Conduct sales and service conversations to uncover financial goals and lending needs, complete consumer and business loan applications accurately, explain the lending process, maintain current knowledge of consumer lending products, follow up on applications, and document interactions for personalized service and future opportunities.
  • Achieve personal sales goals by cross-selling checking and savings accounts, credit cards, loans, certificates of deposit, and money market products, and by making partner referrals for insurance, investments, and mortgages.
  • Maintain knowledge of the credit union’s products and services for cross-selling, and use Dynamics to understand members’ current relationships with the credit union.
  • Own member issues through resolution, troubleshoot and resolve inquiries, escalate member feedback to management, and make member callbacks to support Net Promoter efforts.
  • Apply knowledge of emerging digital banking trends and proactively identify and mitigate digital risks, including cybersecurity threats and fraud.
  • Complete required outbound calls using bank-generated member prospect lead lists to educate members about opportunities to meet their financial goals.
  • Participate in assigned community development activities in support of the credit union’s mission, vision, purpose, and values.
  • Complete mandatory compliance testing on time and implement processes required by the Bank Secrecy Act and credit union policies and procedures.

About the company

TDECU is a member-owned financial cooperative with 39 locations across Texas, providing banking and lending services to residents of Brazoria County and surrounding areas. Its products include savings, checking, loans, mortgages, and other financial services, all insured by the NCUA and offered as Equal Housing Lender. Members fund and own the credit union, and profits are reinvested to benefit members, aiming to help them achieve their financial needs and dreams. TDECU differentiates itself through its community-focused mission, long history of service, and non-profit structure that prioritizes value and member benefits over traditional for-profit growth. The goal is to support members’ financial well-being and improve their lives through accessible, affordable financial solutions.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Lake Jackson, Texas

Founded

1955

Get referred to TDECU

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Simplify Jobs

Simplify's Take

What believers are saying

  • Smart Financial merger creates nearly $6 billion assets and 460,000 members across Texas.
  • Glenn Applewhite III’s January 2026 appointment strengthens Houston growth and market execution.
  • 2025 Post Oak buildout and 30-plus centers signal continued investment in member-facing infrastructure.

What critics are saying

  • Smart Financial merger integration must clear NCUA, Texas regulators, and September 2026 member votes.
  • Rudd v. TDECU, filed September 30, 2025, keeps consumer-credit litigation pressure visible.
  • If digital service or fraud defenses fail, Tex becomes a trust-destroying liability during merger.

What makes TDECU unique

  • Houston’s largest credit union, 400,093 members and $5.10 billion assets, built local scale.
  • Tex voice assistant with Glia and Illuma automates support and fraud protection.
  • Lavonne Burke, Sandra Pineau-Boddison, and Manolo Sánchez deepen governance, digital, and banking expertise.

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Benefits

  • Hybrid Work Options

Company News

GlobeNewswire
Oct 15th, 2026
TDECU promotes Jason Schneider to executive vice president, chief operating officer.

TDECU promotes Jason Schneider to executive vice president, chief operating officer. October 15, 2026 10:33 ET | Source: TDECU Houston, Oct. 15, 2026 (GLOBE NEWSWIRE) - TDECU, Houston's largest credit union, has promoted Jason Schneider to executive vice president and chief operating officer. Schneider began his career with TDECU more than 20 years ago as a part-time member service representative while attending the University of Houston. An Angleton native, Schneider began serving members in TDECU's branch network and advanced through a series of leadership roles, helping guide several of the credit union's most significant strategic initiatives and growth opportunities. "Jason's career reflects the promise and opportunity TDECU strives to create," said Isaac Johnson, president and CEO. "He has grown with the organization, experienced its evolution firsthand, and helped advance its transformation. His deep understanding of our Members, our culture, and our purpose makes him exceptionally well prepared to lead TDECU's operations into the future." As chief financial officer, Schneider helped strengthen TDECU's financial foundation, advance enterprise strategy, and support the credit union's long-term vision. In his new role as chief operating officer, he will oversee business operations as TDECU continues to grow and serve its expanding membership. "I am honored to serve as executive vice president and chief operating officer," Schneider said. "TDECU has been a defining part of my professional journey, and I am grateful for the mentors, teammates, and Members who have supported and shaped that experience." Schneider earned a bachelor's degree in business administration from the University of Houston C.T. Bauer College of Business and an MBA in finance from the University of Houston-Clear Lake. He also completed the Emerging CFO Strategic Financial Leadership Program at Stanford University Graduate School of Business. He is a Chartered Financial Analyst(R) charterholder through CFA Institute and an active member of CFA Society Houston. In addition to his professional accomplishments, Schneider has served on several boards, reflecting his commitment to strengthening the financial services industry and the communities TDECU serves. About TDECU | Founded in 1955, TDECU is a not-for-profit financial cooperative with more than 403,000 Members and over $5 billion in assets. TDECU currently has more than 30 Member Centers and offers a complete selection of convenient, innovative, and competitive products and services, including a full suite of deposit products as well as mortgage, auto, and personal loan products, digital banking, and business/commercial services. TDECU also offers, through its subsidiaries, retirement planning and wealth management, personal and business insurance products. Members can also access a worldwide network of over 55,000 surcharge-free ATMs. For more information, visit tdecu.org or call (800) 839-1154.

Harris County Department of Education
Sep 18th, 2026
Thank you: HCDE, EFHC honor the many who support countless Department initiatives at Appreciation Breakfast.

Thank you: HCDE, EFHC honor the many who support countless Department initiatives at Appreciation Breakfast. It started with a simple idea. Then that one small thought grew legs and ran. How could Harris County Department of Education and the Education Foundation of Harris County properly thank the many community and business partners that invest in initiatives, programs and events for students ranging from young children to adult learners? Through conversations between Joyce Akins, the Director Harris County Department of Education's (HCDE) Center for Grants Development, and Trina Silva, Education Foundation and Partnerships Director, the final result was the "Celebrating Impact" Donor Appreciation Breakfast. Held Sept. 18, hundreds of Department advocates filled the Irvington Conference Center for a morning of fellowship, networking, good food and the chance to not only see all HCDE does to fill in the gaps in education, but how partners and funds make the opportunities possible. In addition to attendees, several HCDE divisions that collaborate with community partners to serve students and families across Harris County also hosted display tables. "We pride ourselves on being the seekers of the blind spots some of these tables that you see around here today address exactly that," Superintendent James Colbert Jr. said in his welcome remarks to the room. "There are many populations in not only Harris County but throughout the country that don't get much advocacy, so hcde-texas try to become their advocates. "And it's the spectrum. It's everything from a young child that was born into generational poverty all the way up to our 'reluctant' learners who don't necessarily value what you might be teaching in a class, to even adult education where we have people who come back to get their GED equivalent at the age of 60." Donors were gifted encased certificates of appreciation, each featuring student selected artwork on the backside. The pieces were among top finishers at the 2026 Scholastic Art & Writing Awards - HCDE serves as the second-largest regional affiliate for the prestigious scholarship and recognition program. They also heard how funds raised support initiatives within Head Start, the Center for Educator Success (CES), and the Center for Afterschool, Summer and Enrichment (CASE) for Kids. For Head Start, the SuperMENtors program not only fosters a joy for reading to some of Harris County's youngest learners - they receive copies of each book during the school year - but connects these 3- and 4-year-olds with a male role model who is present and committed to their success. "What a joy it's been these last few years to walk into a room and be bum-rushed by little children with a hug and them saying, 'You're back,'" said Journey of Faith Pastor Stephen Goldsmith, a SuperMENtor at Humble Head Start, which shares the same site as the church. "We see more women in the classroom so for this opportunity for children to be exposed to male mentors and community partners making a significant impact outside of their classroom, that's a great thing for SuperMENtors." A CES video showcased the Early Childhood Winter Conference, explaining how more than 1,000 educators spent the day learning new strategies and hands-on activities to take back to their respective early childhood learning centers. CASE for Kids Senior Director Dr. Lisa Caruthers introduced Taylor Baker, a teacher and Ecobot educator at Tice Elementary School in Galena Park Independent School District. The All-Earth Ecobot Challenge exposed hundreds of students across Harris County to robotics, coding and critical thinking, all while helping solve real-world problems in the competition. "To me, the best thing about Ecobot is seeing students who may struggle in traditional academics discover that they can create, collaborate and excel," said Baker, who has led Tice students in the challenge for five years. "The impact on our students has been profound. They've learned how to work through failure, think critically and believe in themselves. As a teacher, Ecobot reminds me just how important hands-on learning can be." Each group of donors were recognized, starting with "Friends" and moving up to "Advocates," "Partners" and "Champions." Top individual, corporate donors and community partners were also highlighted. Among the top individuals were Board Trustee Erick Dick and Donna Cole, this year's EFHC Heart of Education Champion Award recipient. CenterPoint Energy Foundation, H-E-B Tournament of Champions Charitable Trust and Versa Creative were the top business partners honored, while the Henderson Foundation, Houston Endowment Inc. and TDECU Cares Foundation were top community partners. "As Mr. Colbert said, we look for those blind spots," said Board President Richard Cantu, who also serves on the EFHC Board of Directors. "We look for those neighborhoods where it's not going on and it's really needed. With your help, whether it's a personal donation, corporate gift or longstanding support from foundations in this community, it's all making a tremendous difference in keeping kids off the street, keeping them coming to school, wanting to learn and being successful in life. We couldn't do it without and we appreciate you."

Associated Press
Aug 17th, 2026
TDECU elects Lavonne Burke as first female board chair in 71-year history

TDECU, Houston's largest credit union, has elected Lavonne Burke as Board Chair, making her the first woman to hold the position in the organisation's 71-year history. Burke, who joined the board in 2023, is an attorney and technology executive with expertise in cybersecurity, privacy and IT governance. The board also appointed Sandra Pineau-Boddison as Secretary and Manolo Sánchez as a new member. Pineau-Boddison brings over 35 years of experience in customer service and digital strategy, having served as Senior Vice President Customers at United Airlines. Sánchez previously served as Chair and CEO of BBVA Compass for more than a decade. Burke holds degrees from Howard University, Johns Hopkins University and the University of Houston Law Center.

GlobeNewswire
Aug 17th, 2026
TDECU Board elects Lavonne Burke as new Chair.

TDECU Board elects Lavonne Burke as new Chair. August 17, 2026 08:00 ET | Source: TDECU Houston, TX, Aug. 17, 2026 (GLOBE NEWSWIRE) - TDECU has elected attorney and technology executive Lavonne Burke as Chair of its Board of Directors, signaling a continued focus on innovation, governance and long-term growth for the Houston region's largest credit union. Burke, who joined the TDECU Board in 2023, is the first woman to serve as Board Chair in TDECU's 71-year history. Burke currently serves as Vice President at Dell Technologies and is widely recognized as an influential voice in the intersection of law, technology and business transformation. Her deep expertise in cybersecurity, privacy and data protection, IT governance and intellectual property- critical areas that support TDECU's evolving digital strategy and risk oversight. "I've had the privilege of working with Lavonne for several years, and I've valued her leadership and strategic perspective," said TDECU President and CEO Isaac Johnson. "Positioning TDECU for the future is one of our most important priorities. As Chair, Lavonne will play a key role in guiding our board and supporting TDECU's continued innovation and long-term value for our Members." Burke holds a Bachelor of Science in Chemical Engineering from Howard University, a Master of Science in Biomedical Engineering from Johns Hopkins University, and a Juris Doctor from the University of Houston Law Center. Additional Board Moves The board also added two more highly accomplished leaders, Sandra Pineau-Boddison and Manolo Sánchez. Sandra Pineau-Boddison has been elected as TDECU Board Secretary. With more than 35 years of experience, she brings a seasoned executive's expertise across customer service, digital strategy, and product marketing. She served as Senior Vice President Customers at United Airlines, where she was responsible for the end-to-end passenger journey and the development of brand loyalty initiatives. She currently serves as Partner and Managing Director of The Hayward Partnership and is CEO and Founder of SPB Consulting, LLC. Pineau-Boddison holds a Master of Business Administration from California State University, Long Beach, and a Bachelor of Business Administration in Marketing from Texas State University. She has also received an honorary doctorate from the North American Association of Food Equipment Manufacturers (NAFEM). Her recognitions include being named one of the Illinois Diversity Council's Most Powerful and Influential Women, and she is an active member of Women Corporate Directors (WCD). Manolo Sánchez has also been elected/selected as a member to the TDECU Board. He is currently a director at Fannie Mae, Affirm, Stewart Information Services and Nomad Global. He previously served as Chair and CEO of BBVA Compass for more than a decade, where he led the organization through significant growth and transformation. Sánchez is a graduate of Yale University and holds master's degrees in international relations from the London School of Economics and in advanced European economics from the College of Europe in Bruges, Belgium. Sánchez teaches a course on disruption in financial services at Rice University's esteemed Jesse H. Jones Graduate School of Business and advises several fintech and blockchain startups. TDECU looks forward to the leadership and perspective Burke, Pineau-Boddison and Sánchez bring as the credit union continues to serve its Members and strengthen its impact across the communities it serves. Attachments

WDFX-TV
Aug 17th, 2026
TDECU Board elects Lavonne Burke as new Chair.

TDECU Board elects Lavonne Burke as new Chair. * 2 hrs ago Houston, TX, Aug. 17, 2026 (GLOBE NEWSWIRE) - TDECU has elected attorney and technology executive Lavonne Burke as Chair of its Board of Directors, signaling a continued focus on innovation, governance and long-term growth for the Houston region's largest credit union. Burke, who joined the TDECU Board in 2023, is the first woman to serve as Board Chair in TDECU's 71-year history. Burke currently serves as Vice President at Dell Technologies and is widely recognized as an influential voice in the intersection of law, technology and business transformation. Her deep expertise in cybersecurity, privacy and data protection, IT governance and intellectual property- critical areas that support TDECU's evolving digital strategy and risk oversight. "I've had the privilege of working with Lavonne for several years, and I've valued her leadership and strategic perspective," said TDECU President and CEO Isaac Johnson. "Positioning TDECU for the future is one of our most important priorities. As Chair, Lavonne will play a key role in guiding our board and supporting TDECU's continued innovation and long-term value for our Members." Burke holds a Bachelor of Science in Chemical Engineering from Howard University, a Master of Science in Biomedical Engineering from Johns Hopkins University, and a Juris Doctor from the University of Houston Law Center. Additional Board Moves The board also added two more highly accomplished leaders, Sandra Pineau-Boddison and Manolo Sánchez. Sandra Pineau-Boddison has been elected as TDECU Board Secretary. With more than 35 years of experience, she brings a seasoned executive's expertise across customer service, digital strategy, and product marketing. She served as Senior Vice President Customers at United Airlines, where she was responsible for the end-to-end passenger journey and the development of brand loyalty initiatives. She currently serves as Partner and Managing Director of The Hayward Partnership and is CEO and Founder of SPB Consulting, LLC. Pineau-Boddison holds a Master of Business Administration from California State University, Long Beach, and a Bachelor of Business Administration in Marketing from Texas State University. She has also received an honorary doctorate from the North American Association of Food Equipment Manufacturers (NAFEM). Her recognitions include being named one of the Illinois Diversity Council's Most Powerful and Influential Women, and she is an active member of Women Corporate Directors (WCD). Manolo Sánchez has also been elected/selected as a member to the TDECU Board. He is currently a director at Fannie Mae, Affirm, Stewart Information Services and Nomad Global. He previously served as Chair and CEO of BBVA Compass for more than a decade, where he led the organization through significant growth and transformation. Sánchez is a graduate of Yale University and holds master's degrees in international relations from the London School of Economics and in advanced European economics from the College of Europe in Bruges, Belgium. Sánchez teaches a course on disruption in financial services at Rice University's esteemed Jesse H. Jones Graduate School of Business and advises several fintech and blockchain startups. TDECU looks forward to the leadership and perspective Burke, Pineau-Boddison and Sánchez bring as the credit union continues to serve its Members and strengthen its impact across the communities it serves. Attachments Media gallery