Account Services Support Specialist Bilingual

Account Services Support Specialist Bilingual

The Account Services Support Specialist provides general administrative and operational support across multiple back-office functions at Credit Union of Texas, including IRAs, Real Estate, Collections, Sales and Service, Digital Services, Deceased Accounts, and Loan Maintenance. The role resolves membership application and documentation errors, oversees IRA administration, Deceased processes, processes loan maintenance requests, posts transactions, balances general ledgers, opens memberships for the Texas Mortgage Lending, researches accounts for transaction and payment history issues, and assists Front Line staff and members with account related questions and resolutions.

The Specialist works Salesforce cases routed to Support Services, partners with internal departments to deliver responsive service, and leverages CUTX-approved AI and productivity tools to improve accuracy, throughput, and audit-readiness across a high-volume, multi-process queue.

The Account Services Support Specialist is expected to work fluently within AI-augmented workflows, exercise sound judgment over AI outputs, and follow all applicable controls. The role operates in AI Tier 2 for its principal AI-augmented workflows. The Account Services Support Specialist retains accountability for any decision, communication, or member/employee-impacting action influenced by AI output, consistent with the CUTX Generative AI Usage Policy §3.4.

The Account Services Support Specialist is responsible for all enterprise compliance obligations applicable to a CUTX team member, including BSA/AML, OFAC, USA PATRIOT Act/CIP/CDD, GLBA and the Safeguards Rule, Fair Lending laws (ECOA/Reg B, Fair Housing Act), UDAAP, Information Security and Acceptable Use, and the CUTX Code of Conduct. The Account Services Support Specialist is responsible for the CUTX Generative AI Usage Policy (TRAIGA / HB 149-aligned), the CUTX AI Playbook (including Tier 2 obligations applicable to this role), and Texas Responsible Artificial Intelligence Governance Act (TRAIGA / HB 149) requirements applicable to the role.

This role is performed on-site at the CUTX Corporate Office in a standard office environment with no significant exposure to hazardous or unpleasant conditions. Essential physical activities include the ability to remain stationary at a workstation for extended periods; operate a computer, telephone, and standard office equipment with finger dexterity and repetitive hand and wrist motion; communicate clearly by phone, email, and in person with members, vendors, and internal partners;

and review printed and electronic documents for accuracy. The role occasionally requires standing, walking, reaching, stooping, kneeling, and lifting up to 10 pounds, including during mail room support. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions of this role, consistent with the Americans with Disabilities Act and CUTX policy.