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Branch Support Member Relationship Specialist

Job in Frisco, Collin County, Texas, 75034, USA
Listing for: Cutx
Full Time position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
    Bank Customer Service, Regulatory Compliance Specialist, Banking Operations
Salary/Wage Range or Industry Benchmark: 40000 - 55000 USD Yearly USD 40000.00 55000.00 YEAR
Job Description & How to Apply Below

Branch Support Member Relationship Specialist

Job Category: Staff

Requisition Number: BRANC
003248

Posted: February 27, 2026

Type: Full-Time

Location

Showing 1 location

The Branch Support MRS is responsible for training new MRS’s to ensure consistent branch coverage, compliance, and operational excellence across all supported locations. Provides operational, sales, staffing and performance support to assigned branches to ensure service continuity, compliance, and member experience standards are consistently met during staffing shortages.

Major Duties and Essential Functions
  • Act as subject matter expert for all branch MRS staff
  • Uncover member needs by asking questions and providing solutions
  • 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 their financial needs are met and uncover additional needs
  • Test new products and services
  • Deliver ongoing training and skill reinforcement for existing staff
  • Adapt to multiple branch environments
  • Remain up to date on current products, services, and marketing campaigns through attending training and remaining familiar with all changes and disclosures
  • Remain compliant with all financial regulations including BSA, OFAC, Reg CC, USA PATRIOT Act, etc.
  • Maintain confidentiality of member information and other sensitive information
Qualifications
  • Goal-oriented, service-oriented, problem solving with strong attention to detail
  • Strong listening, written and verbal communication skills
  • Ability to multitask, prioritize, and adapt in a consistently changing environment
  • Team player, able to work well in a group setting
  • Minimum 1–2 years related operational experience in a financial institution or equivalent preferred
  • Must be 18 years of age or older with a high school diploma or equivalent
Additional Duties

Travel between CUTX branches.

Physical Requirements

Requires primarily finger movements such as typing; occasional grasping, repetitive motions, and working while seated for extended periods; may exert up to 10 lbs of force occasionally.

Working Conditions

Few hazardous or significantly unpleasant conditions; use of hard hat required during construction.

Compliance

Responsibilities remain compliant with Bank Secrecy Act, Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as applicable.

Equal Opportunity Employer

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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