Member Relationship Specialist

Description

At InTouch Credit Union, we are dedicated to enriching the financial lives of our members with innovative, personalized service. We believe in fostering a collaborative and supportive environment focused on career development and community engagement.

InTouch is a not-for profit community credit union with branches in three states: Texas, Nevada, and Michigan. We have served over 86,000 members across the country as well as more than 20 countries around the world for more than 50 years. InTouch is seeking to fill our full-time Member Relationship Specialist role to join our growing and dynamic Branch Operations team where you will be an integral part of the team by providing valuable input as we work toward assessing and implementing goals and mission of the department and InTouch Credit Union.

The successful Member Relationship Specialist candidate will act as the primary liaison between members and the Credit Union to provide consultative financial experience both in person and virtually. You will engage with members to identify their financial needs and recommend tailored solutions that address both their immediate and long-term financial goals. This role is essential in deepening member relationships, expanding wallet share and positioning the Credit Union as a digital first financial partner. 

Why Join Our Team? 

InTouch Credit Union possess an exceptional company culture! We offer a competitive total compensation package, including annual incentives. We offer a generous vacation and sick plan, plus 11 paid company holidays. InTouch offers a wide range of benefits, including healthcare, dental, vision, and 401k options.

In this role, you'll be part of a team that is building an inclusive and diverse culture of excellence! You will lead with purpose that blends financial advisory expertise with people care; making a lasting impact on both members’ financial well-being and employees’ professional growth; and being part of a digital-first transformation, leveraging cutting-edge tools to enhance banking experiences.                                                                                      

Requirements

 What You’ll Need:

• Required Availability: Monday–Friday, 8:15am–5:15pm with Rotating Saturdays, 8:30am–12:45pm.  Number of Saturdays worked may increase based on business needs.  
• Knowledge of all financial regulations including Federal Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), Reg CC- Funds Availability, USA PATRIOT Act, etc.
• Knowledge of digital banking solutions and technology-enabled services.
• Demonstrative experience to meet and exceed sales goals.
• Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.

Education 

• High school degree or equivalent

Experience

• A minimum of two years of experience in the financial industry with consultative sales, required. 
• Experience utilizing digital banking tools required.  

 Pay Range 

•  Our ideal candidate will make $22.28 to $23.51 for this role.

Physical Requirements 

The physical demands and work environment are representative of those that will be encountered and must be met to successfully perform the essential functions of the job. In compliance with the Americans with Disabilities Act, the Credit Union provides reasonable accommodations to qualified individuals with disabilities and encourages both prospective and current employees to discuss potential accommodations with the Human Resources department. 

This work requires the following physical activities:

• Required to stand or sit for long periods of time when providing member service.
• Bending, stooping, kneeling, twisting, reaching, finger dexterity grasping, repetitive motions, talking, hearing and visual acuity.
• Standard office environment, uniform temperature, conversational noise level.
• Ability to lift up to 10 pounds.