Smart Branch Member Relationship Specialist - Float

Credit Union of Texas•Richardson, TX

About The Position

The primary purpose of the Member Relationship Specialist – Smart Branch is to assist existing and potential members that visit our in-school branch locations in identifying membership and lending needs and delivering applicable solutions. The Member Relationship Specialist will also assist the Management team at the SMART Branch locations in maintaining the daily operations, as well as assisting in the development of the students within the SMART Branch program. This position will float to all DFW area SMART Branch locations to assist as needed during school calendar schedules, and then assist CUTX branches as needed during school breaks. Additional duties may include developing students in their knowledge of financial services, as well as supporting, as needed, at events.

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
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.

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.