Credit Union of Texas · 2 months ago
Member Relationship Specialist - Float - East Texas
Tyler, Texas, United States
Full-time
Onsite
Entry Level
1+ years expCredit Union of Texas is seeking a Member Relationship Specialist who will assist new and potential members in identifying their membership and lending needs. The role involves delivering outstanding service, processing membership requests, and ensuring compliance with financial regulations.
BankingConsultingFinancial Services
Responsibilities
To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction
Uncover member needs by asking questions and provide solutions to their needs
Proactively discuss and refer additional products to internal partners
Process requests for memberships, depository accounts, loans, and account maintenance services
Regularly follow up with members to ensure that their financial needs are met and uncover any additional needs they may have
Responsible for meeting or exceeding established sales and service goals
Remain up to date on current products, services, and marketing campaigns through attending training, and remaining familiar of all changes and disclosures
Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position
Maintain confidentiality of member information and other sensitive information
Qualification
Required
Must be goal-oriented
Must be service-oriented
Problem solving competence with a strong attention to detail
Must be self-motivated to meet required sales goals
Must have strong listening skills
Must have strong written and verbal communication skills
Must have the ability to multitask, prioritize, and adapt to a consistently changing environment
Must be a TEAM player and be able to work well in a group setting
High school diploma or general education degree (GED)
Minimum 1-2 years or more of similar or related experience
Ability to use common sense or logic
Ability to define problems, collect data, establish facts, and draw valid conclusions
Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Ability to use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation
Ability to write moderate to complex documents
Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary
Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents
Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community
Ability to write speeches and articles for publication that conform to prescribed style and format
Ability to effectively present information to top management, public groups, and/or boards of directors
Remain compliant with all financial regulations including: BSA, OFAC, Reg CC, USA PATRIOT Act, etc as they apply to the duties of the position
Maintain confidentiality of member information and other sensitive information
Company
Credit Union of Texas
Credit Union of Texas is a financial firm that provides banking, loans and investment services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Kristopher Harris, RMT
CEO - Community Engagement Officer at Credit Union of Texas
Angela Faust, PMP, NCCO
SVP/Chief Operations Officer
Recent News
2025-05-30
2025-05-27
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