Member Relationship Specialist

Credit Union of Texas • Frisco, TX

5d

About The Position

Currently, we are seeking a Member Relationship Specialist who will assist new
and potential members in identifying membership and lending needs and delivering
solutions to their financial needs.

Requirements

• 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

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED