Member Experience & Solutions Advisor

Credit-Union-of-Texas; Rockwall (TX); On-site; USD 38,000 - 52,000; Full time

Job summary

Credit-Union-of-Texas in Texas is seeking a Member Relationship Specialist to serve as the main contact for members at a CUTX branch. You will uncover financial needs, tailor solutions across deposits, loans, and services, and use CUTX-approved AI tools with strong compliance.

Ideal candidates have 1–2 years in financial services, excellent communication, and a customer-focused mindset.

Qualifications

• Minimum 1–2 years of similar or related experience in financial services or customer-facing roles.
• Experience opening deposit accounts and originating consumer loans is preferred.
• Strong knowledge of consumer deposit products and lending basics.

Responsibilities

• Deliver outstanding service to members with every interaction.
• Uncover member needs and recommend appropriate products.
• Process new memberships, accounts, and loan applications accurately.
• Reference internal partners for specialized needs and ensure compliance.

Skills

Member service

Needs-based selling

Active listening

Communication

Education

High school diploma or GED

Associate or Bachelor's degree preferred

Tools

Microsoft Office

CRM systems

Job description

Credit-Union-of-Texas in Texas is seeking a Member Relationship Specialist to serve as the main contact for members at a CUTX branch. You will uncover financial needs, tailor solutions across deposits, loans, and services, and use CUTX-approved AI tools with strong compliance.

Ideal candidates have 1–2 years in financial services, excellent communication, and a customer-focused mindset.