Member Relationship Specialist

TEKsystems • Sulphur, LA

5d • $19 - $27 • Onsite

About The Position

We are seeking a Bilingual Member Relationship Specialist (English/Spanish) to join a growing, community-focused credit union expanding across Louisiana, Texas, and Colorado. This is a highly member-facing role focused on delivering exceptional service, building meaningful relationships, and helping members improve their overall financial well-being. This is an excellent opportunity for candidates with strong customer service experience who are passionate about financial services, relationship building, and helping others achieve their financial goals.

Requirements

• Bilingual in English and Spanish (required).
• 1+ years of customer service experience (banking or financial services preferred).
• Strong conflict resolution and problem-solving skills.
• Experience with Microsoft Office and general computer systems.
• High attention to detail with strong data entry accuracy.
• Ability to multitask in a fast-paced, member-focused environment.

Nice To Haves

• Previous credit union or banking experience.
• Experience supporting lending or loan processing.
• Sales, outreach, or relationship management experience.

Responsibilities

• Deliver a consistent and exceptional member experience with every interaction.
• Build strong relationships by conducting needs assessments and recommending tailored financial products and services.
• Advise members on financial wellness topics including savings, debt management, credit building, lending options, and digital banking tools.
• Assist members with loan applications, including document review, credit history gathering, and coordination with lending teams.
• Process daily financial transactions (cash and checks) accurately while adhering to policies, procedures, and fraud prevention standards.
• Perform proactive outreach to members and prospects to deepen relationships and generate new business opportunities.
• Partner with internal teams and external resources (including mortgage and lending partners) to support members’ financial goals.
• Participate in branch business development efforts, including community events and lead follow-up.
• Support branch operations, including ATM servicing, daily balancing, audits, and reporting activities.
• Serve as a resource for team members and assist with training as needed.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed