Member Relationship Specialist - McKinney South
On-siteMcKinney, Texas, United States
McKinney, Texas, United StatesOn-siteFull TimeMedium
Full TimeMedium
Job Summary
Conduct needs-based conversations with members to uncover financial needs, recommend tailored products across deposits, loans, and ancillary services, and deliver an unexpected member experience. Process account openings, loan applications, and maintenance tasks accurately while maintaining full accountability for compliance, documentation, and audit readiness. Proactively refer members to internal partners for specialized needs and consistently meet defined sales and referral goals. Apply human-in-the-loop review on all AI-generated recommendations and communications before member-facing action.
Required Qualifications
- High school diploma or general education degree (GED)
- Minimum one to two (1–2) years of similar or related experience in financial services, retail banking, credit union member service, sales, or a comparable customer-facing role
- Registration with the Nationwide Multistate Licensing System and Registry (NMLS) under the SAFE Act
- Working knowledge of consumer deposit products, consumer lending, and account servicing practices
- Working knowledge of BSA/AML, OFAC, Regulation CC, USA PATRIOT Act/CIP/CDD, and GLBA as applied at the teller line and new accounts desk
- Proficiency with Microsoft Office (Outlook, Word, Excel, Teams)
- Strong written and verbal communication, including the ability to explain financial products clearly to members
- Strong listening skills and the ability to uncover unstated needs through discovery conversation
- Goal-oriented and self-motivated to meet required sales and referral goals
- Problem-solving competence with strong attention to detail
- Ability to multitask, prioritize, and adapt in a consistently changing branch environment
- Strong team orientation and ability to work effectively in a group setting
- Apply human-in-the-loop review on every AI-recommended product, AI-drafted member communication, and AI-extracted application field before action is taken or the document is finalized
- Stop reliance on AI output and escalate immediately if the output appears inaccurate, biased, non-compliant, or outside the role's documented scope
- Refrain from entering member non-public personal information (NPI), confidential CUTX information, or material non-public information into any AI tool not explicitly approved for that data classification
- Complete all required AI training within thirty (30) days of hire and maintain currency on annual refreshers
Desired Qualifications
- Associate or bachelor's degree
- Prior experience opening deposit accounts and originating consumer loans
- Prior credit union experience
- Bilingual English / Spanish
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