Branch Support Member Relationship Specialist

Credit Union of Texas•Irving, TX

12h

About The Position

The Branch Support MRS is responsible for training new MRS’s to ensure consistent branch coverage, compliance, and operational excellence across all supported locations. Providing operational, sales, staffing and performance support to assigned branches to ensure service continuity, compliance, and member experience standards are consistently met during staffing shortages.

Requirements

Must be goal-oriented
Must be service-oriented
Problem solving competence with a strong attention to detail
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.
Must be 18 years of age or older with a high school diploma or equivalent.
Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together.
Using fingers and palm on an object.
Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.
Movements frequently and regularly require using the wrists, hands, and/or fingers.
Able to hear average or normal conversations and receive ordinary information.
Average, ordinary, visual acuity necessary to prepare or inspect documents or products or operate machinery.
Sitting part of the time. Exerts up to 10 lbs. of force occasionally.
The ability to use common sense or logic.
Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables.
Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two-digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times.
The level of ability required to communicate and understand written and oral language.
Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation.
Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs.
Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary.
Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals.
Ability to effectively present information and respond to questions from groups of managers, guests, vendors, and the general public.
The responsibilities contained within this job description remain compliant 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.

Nice To Haves

Minimum 1-2 years related operational experience in financial institution environment or equivalent preferred.

Responsibilities

Act as Subject matter experts for all branch MRS staff
Uncover member needs by asking questions and providing 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.
Testing new products and services.
Deliver ongoing training and skill reinforcement for existing staff.
Adapt to multiple branch environments.
Remain up to date on current products, services, and marketing campaigns through attending training, and remaining familiar with 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.
Travel between CUTX branches.