Branch Member Experience Specialist (AI‑Enhanced)

Credit Union of Texas; DeSoto (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Credit Union of Texas (CUTX) seeks a friendly, detail‑oriented Member Service Specialist to be the first in‑branch contact, handling transactions, account servicing, and lobby flow. You will also collect loan documents, assist with debit cards and notary services, and advise members on CUTX products that fit their financial goals while adhering to policies.

This on‑site role emphasizes accuracy, security, and a member‑centric approach, with AI‑assisted workflows reviewed by humans to ensure

Qualifications

• High school diploma or GED is required.
• Experience in financial services or branch operations preferred.
• Familiarity with digital banking tools or AI-assisted productivity tools is preferred.

Responsibilities

• Process member requests for deposits, transfers, direct payments, and account maintenance.
• Originate and replace debit cards; provide notary services per CUTX policy.
• Assist with online banking inquiries and digital enrollment/navigation.
• Collect outstanding loan documents and route to processing per procedures.
• Maintain up-to-date knowledge of CUTX products, services, and disclosures.

Skills

Customer service

Verbal & written communication

Problem solving

Multi-tasking

Integrity

AI literacy

Cash handling

Attention to detail

Education

High school diploma or GED

Associate degree or coursework in business/finance

Tools

Core banking systems

10-key calculator

Digital banking tools

Job description

Credit Union of Texas (CUTX) seeks a friendly, detail‑oriented Member Service Specialist to be the first in‑branch contact, handling transactions, account servicing, and lobby flow. You will also collect loan documents, assist with debit cards and notary services, and advise members on CUTX products that fit their financial goals while adhering to policies.

This on‑site role emphasizes accuracy, security, and a member‑centric approach, with AI‑assisted workflows reviewed by humans to ensure