Credit Union of Texas · 4 hours ago
Smart Branch Member Relationship Specialist - Float
Richardson, Texas, United States
Full-time
Onsite
Entry Level
1+ years expCredit Union of Texas is seeking a Smart Branch Member Relationship Specialist - Float to assist members at in-school branch locations. The role involves identifying membership and lending needs, delivering solutions, and supporting daily operations while developing students' financial service knowledge.
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
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 to meet or exceed established sales and service goals
Remain up-to-date on current products, services, and marketing campaigns through attending training, and remaining familiarity 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
Develop relationships with key school personnel in order to assist in driving traffic to the in-school branch
Help train students on service standards that are expected within the SMART Branch
Float to other SMART Branch locations as needed, and to other branch locations when the smart branch is closed during school holidays and Summer, or as needed
Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position
May perform other duties as required to maintain credit union services and operations
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
Character built on integrity and sincerity; relatable
Effective verbal communication and written communication skills
Tact and diplomacy when communicating with internal and external members
Must have the ability to multi-task and work under the pressure of deadlines
Cognitive thinking, problem-solving skills and sound decision-making
Excellent member-centric skills
Ability to maintain an attitude of positivity, teamwork and cooperation with internal members
Goal oriented and ability to stay on task in a fast-paced environment
Ability to consistently coach and develop team members
Basic mathematical skills as it relates to the financial industry
Competence with computer programs, telephone, 10-key calculator and other office machinery
High school diploma or general education degree (GED)
Minimum 1-2 years or more of similar or related experience
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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