Personal Banker TX

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

• Base Pay $22.28 - $23.51 / Hour
• Job Category Branch Operations
• Employee Type FT Non-Exempt
• Required Degree High school
• Manage Others No

Job Type

Full-time

At InTouch Credit Union (ITCU), we're more than just a financial institution-we're your partner in achieving financial goals and success. Founded in Texas and now serving members in all 50 states, we are a not-for-profit credit union dedicated to helping you, your family, and our community thrive. We would be honored to serve your family's financial needs.

What started in 1974 for EDS employees has grown to more than 70,000 members across the U.S. and 20 countries, managing over $800 million in assets.

We are currently seeking a full‑time Member Relationship Specialistto join our dynamic team.

POSITION PURPOSE

As a Member Relationship Specialist, you will act as the primary liaison between members and the Credit Union to provide a consultative financial experience both in‑person and virtually. You will engage with members to identify their financial needs and recommend tailored solutions that address both their immediate and long‑term financial goals. This role is essential in deepening member relationships, expanding wallet share and positioning the Credit Union as a digital‑first financial partner.

Pay Range

• Our ideal candidate will make$22.28 to $23.51for this role.

Education

• High school degree or equivalent

Experience

• A minimum one (1) year of recent experience in customer service, retail, or sales required.
• Experience in a financial institution is preferred. Hospitality experience is a plus.

All offers for employment with InTouch Credit Union are contingent upon the candidate completing a credit check, pre‑employment drug screen and the submission of fingerprints in accordance with state and federal law.

Requirements

• Required Availability: Monday-Friday, 8:15am-5:15pm with rotating Saturdays, 8:45am-12:45pm. (Note: the number of Saturdays worked may increase based on business needs.)
• Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule.
• Ability to identify opportunities by recommending personalized solutions.
• Knowledge of all financial regulations including Federal Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Reg CC- Funds Availability, USA PATRIOT Act, etc.
• Knowledge of digital banking tools is a plus.
• Demonstrative experience to support revenue through meeting and exceeding sales goals.
• Demonstrate excellent communication skills, both in‑person and across digital platforms.
• Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.