Member Experience & Financial Solutions Specialist

Cutx; Lewisville (TX); On-site; USD 42,000 - 62,000; Full time

Job summary

CUTX in Lewisville, TX seeks a Member Relationship Specialist to be the primary branch contact for new and existing members. You will uncover financial needs, recommend tailored products, and complete account and loan processing with accuracy and compliance.

Responsibilities include delivering an exceptional member experience, meeting sales and referral goals, and working with internal partners to provide comprehensive financial solutions. On-site role at CUTX branch in Lewisville.

Qualifications

• High school diploma or GED required.
• Associate or bachelor's degree preferred.

Responsibilities

• Deliver outstanding service to members at the branch.
• Uncover member needs and recommend suitable products.
• Refer members to internal partners for specialized needs.
• Process new memberships and deposit/loan accounts accurately.
• Maintain compliance and document interactions for audit readiness.
• Collaborate with team to meet sales and service goals.

Skills

Active listening

Needs-based selling

Financial services knowledge

Customer relationship

Communication

Education

GED or higher

Associate or bachelor's degree (preferred)

Tools

Microsoft Office

CRM systems

Core banking software

Job description

CUTX in Lewisville, TX seeks a Member Relationship Specialist to be the primary branch contact for new and existing members. You will uncover financial needs, recommend tailored products, and complete account and loan processing with accuracy and compliance.

Responsibilities include delivering an exceptional member experience, meeting sales and referral goals, and working with internal partners to provide comprehensive financial solutions. On-site role at CUTX branch in Lewisville.