Member Relationship & Solutions Advisor

Credit-Union-of-Texas; Lewisville (TX); On-site; USD 42,000 - 52,000; Full time

Job summary

Credit Union of Texas is seeking a Member Relationship Specialist to serve members in-branch, uncover financial needs, and provide tailored deposit, loan, and ancillary services. You will leverage AI-assisted tools to support conversations, ensure accuracy, and meet service goals.

The role emphasizes compliance, documentation, and proactive member engagement, with a focus on delivering an exceptional member experience and cross-selling through internal partnerships.

Qualifications

• Experience in financial services or retail banking preferred.
• Ability to open deposit accounts and originate loans is a plus.
• Familiarity with BSA/AML, OFAC, and Reg CC is beneficial.

Responsibilities

• Deliver outstanding member service and uncover needs to tailor financial solutions.
• Meet or exceed sales and referral goals through needs-based conversations.
• Process new memberships, accounts, and loan applications accurately and in compliance.
• Maintain documentation, disclosures, and record-keeping for audit readiness.

Skills

Customer service

Needs-based selling

Active listening

Attention to detail

Communication

Education

High school diploma or GED

Associate or bachelor's degree preferred

Tools

CRM systems

Microsoft Office

Core banking

Job description

Credit Union of Texas is seeking a Member Relationship Specialist to serve members in-branch, uncover financial needs, and provide tailored deposit, loan, and ancillary services. You will leverage AI-assisted tools to support conversations, ensure accuracy, and meet service goals.

The role emphasizes compliance, documentation, and proactive member engagement, with a focus on delivering an exceptional member experience and cross-selling through internal partnerships.