Member Experience & Solutions Advisor

Credit-Union-of-Texas; DeSoto (TX); On-site; USD 52,000 - 75,000; Full time

Job summary

Credit-Union-of-Texas is seeking a Member Relationship Specialist to serve as the primary contact for members at the CUTX branch. You will uncover financial needs, recommend tailored deposit and loan products, and maintain accurate, compliant records.

You will support needs-based conversations using CUTX-approved AI tools and collaborate with internal partners to meet branch goals. The role requires 1–2 years in financial services, a high school diploma or GED, and preferred Associate or

Qualifications

• Minimum 1–2 years of similar or related experience in financial services, retail banking, credit union member service, sales, or a comparable customer-facing role.
• Prior experience opening deposit accounts and originating consumer loans preferred.
• NMLS registration required upon hire for residential real estate loan origination — per compliance.

Responsibilities

• Deliver an outstanding member experience at the branch, building trust with both internal and external members.
• Uncover member needs through active listening and discovery questions, then recommend appropriate products and services.
• Process new memberships, depository accounts, and loans accurately and per policy, including disclosures.
• Maintain compliance and confidentiality, document interactions and audit-ready files.
• Collaborate with internal partners for referrals to mortgage, investments, or business services.

Skills

Needs-based selling

Relationship building

Financial products knowledge

Interpersonal communication

BSA/AML knowledge

Education

High School Diploma or GED

Associate or Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Core banking system

Job description

Credit-Union-of-Texas is seeking a Member Relationship Specialist to serve as the primary contact for members at the CUTX branch. You will uncover financial needs, recommend tailored deposit and loan products, and maintain accurate, compliant records.

You will support needs-based conversations using CUTX-approved AI tools and collaborate with internal partners to meet branch goals. The role requires 1–2 years in financial services, a high school diploma or GED, and preferred Associate or