Jonathan Delacruz

Knowledge Seeker

Role
Specialist - Virtual Member at TDECU
Location
Houston, TX, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Jonathan Delacruz

Experienced professional in the Financial Services industry, with knowledge in Banking…

Experience

  1. Specialist - Virtual Member

    TDECU

    Oct 2025 — Present · US

    Opens and maintains consumer and business deposit accounts• Responsible for working with the most complex account types and maintenance requests.• Conducts engaging sales and service conversations to uncover financial goals and lending needs.• 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. • Owns Member issues and interactions through resolution. • Achieve required levels of outbound phone calls as proactive outreach for educational and potential sales opportunities.

Education

  • The University of Texas at Austin

    Finance and Computer Science

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Jonathan Delacruz — Specialist - Virtual Member at TDECU in Houston, TX, US | Unifers