Member Relationship Specialist

Credit Union of Texas
McKinney, TX
Category Customer Service
Job Description
The Member Relationship Specialist is the primary point of contact for new and existing members at a CUTX branch, responsible for uncovering financial needs and delivering tailored solutions.

Requirements

  • Deliver an unexpected member experience by consistently providing outstanding service to internal and external members with every interaction.
  • Meet or exceed established individual sales, referral, and service goals on a consistent basis.
  • Maintain familiarity with current products, services, pricing, and marketing campaigns to make accurate recommendations.
  • Remain compliant with all applicable financial regulations, including BSA/AML, OFAC, Regulation CC, USA PATRIOT Act/CIP/CDD, and other regulations applicable to the role.
  • Maintain confidentiality of member information and other sensitive information at all times, consistent with GLBA and CUTX Information Security policy.
  • Document member interactions, account openings, and loan files accurately and completely to support audit and examination readiness.

Benefits

  • Generous Paid Time Off
  • 401k Matching
  • Retirement Plan
  • Visa Sponsorship
]]>