Member Relationship Specialist (TX) — Digital Banking Advocate

Kids for the Future; Plano (TX); On-site; USD 31,000 - 32,000; Full time

Job summary

InTouch Credit Union (ITCU) in Texas seeks a full-time Member Relationship Specialist in Plano to serve as the primary liaison between members and the Credit Union, delivering consultative financial experiences in person and virtually. You will identify financial needs and recommend tailored solutions that support both short-term and long-term goals.

The role focuses on deepening member relationships and expanding wallet share within a digital-first banking framework.

Qualifications

• Minimum 1 year of recent experience in customer service, retail, or sales.
• High school degree or equivalent.
• Mortgage Loan Originator (MLO) registration with NMLS required.
• Knowledge of financial regulations (BSA, OFAC, Reg CC, USA PATRIOT Act) is required.

Responsibilities

• Serve as the primary liaison between members and the Credit Union.
• Identify financial needs and recommend tailored solutions to address both immediate and long-term goals.

Skills

Customer service

Sales

Communication

Education

High school

Job description

InTouch Credit Union (ITCU) in Texas seeks a full-time Member Relationship Specialist in Plano to serve as the primary liaison between members and the Credit Union, delivering consultative financial experiences in person and virtually. You will identify financial needs and recommend tailored solutions that support both short-term and long-term goals.

The role focuses on deepening member relationships and expanding wallet share within a digital-first banking framework.