Digital-First Member Relationship Specialist

InTouch Credit Union; Rochester Hills (MI); Hybrid; USD 46,000 - 49,000; Full time

Job summary

InTouch Credit Union is hiring a Member Relationship Specialist to act as the primary liaison with members, offering consultative financial experiences both in-person and virtually. You will identify needs and recommend tailored solutions to meet immediate and long-term financial goals.

The role focuses on deepening relationships, expanding wallet share, and positioning ITCU as a digital-first partner in member services. Requires strong communication and knowledge of financial regulations.

Qualifications

• High school degree or equivalent.
• Minimum one year of recent experience in customer service, retail, or sales.
• Experience in a financial institution preferred; hospitality experience is a plus.

Responsibilities

• Serve as the primary liaison between members and the Credit Union to provide a consultative financial experience both in-person and virtually.
• Identify member financial needs and recommend tailored solutions to address short- and long-term goals.
• Deepen member relationships and expand wallet share while positioning ITCU as a digital-first financial partner.

Skills

Customer service

Sales experience

Communication skills

Education

High school degree or equivalent

Job description

InTouch Credit Union is hiring a Member Relationship Specialist to act as the primary liaison with members, offering consultative financial experiences both in-person and virtually. You will identify needs and recommend tailored solutions to meet immediate and long-term financial goals.

The role focuses on deepening relationships, expanding wallet share, and positioning ITCU as a digital-first partner in member services. Requires strong communication and knowledge of financial regulations.