Personal Banker TX

InTouch Credit Union; Plano (TX); On-site; USD 31,000 - 32,000; Full time

Job summary

InTouch Credit Union (ITCU) is seeking a full-time Member Relationship Specialist to serve as the primary liaison between members and the Credit Union, delivering a consultative financial experience both in-person and virtually.

You will identify members’ financial needs, recommend tailored solutions, and work to deepen relationships while promoting digital banking tools and services across branches and online channels. Minimum one year in customer service or sales required.

Qualifications

• High school degree or equivalent.
• Minimum 1 year in customer service, retail, or sales.
• Mortgage Loan Originator (MLO) registration with NMLS required.
• Ability to work in multiple branches and flexible hours.
• Strong communication and sales skills.

Responsibilities

• Act as primary liaison between members and the Credit Union.
• Provide consultative financial guidance in-person and virtually.
• Identify member needs and recommend tailored solutions.
• Drive revenue by meeting and exceeding sales goals.

Skills

Customer service

Sales experience

Communication skills

Digital banking

Interpersonal skills

Education

High school diploma or equivalent

Job description

Brief Description

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 Specialist to 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 $23.51 for 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.)
• 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.
• Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
• Attendance and promptness are pertinent; must be able to work a flexibility to work in any branch within all regions.
• Ability to accept assignments within in-store branch environment.
• Ability to identify opportunities by recommending personalized solutions.
• Demonstrative experience to support revenue through meeting and exceeding sales goals.
• Demonstrate excellent communication skills, both in-person and across digital platforms.
• Knowledge of digital banking tools is a plus.