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Branch Support Member Relationship Specialist

Job in Irving, Dallas County, Texas, 75084, USA
Listing for: Cutx
Full Time position
Listed on 2026-06-29
Job specializations:
  • Finance & Banking
    Bank Customer Service
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
003252

  • Posted:
    February 27, 2026
  • Full-Time
Locations

Showing 1 location

Valley Ranch (5)
6911 N. Mac Arthur Blvd.
Irving, TX 75063, USA

The Branch Support MRS is responsible for training new MRSs to ensure consistent branch coverage, compliance, and operational excellence across all supported locations. Providing 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 experts for all branch MRS staff
  • Uncover member needs by asking questions and providing solutions to their needs.
  • 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 that their financial needs are met and uncover any additional needs they may have.
  • 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. as they apply to the duties of the position.
  • Maintain confidentiality of member information and other sensitive information.

Positions directly supervised: N/A

Specific knowledge, skills, and abilities required for this position:
  • Must be goal-oriented
  • Must be service-oriented
  • Problem solving competence with a strong attention to detail
  • 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.

Other duties necessary to achieve the goals of the credit union:
Travel between CUTX branches.

Education

Must be 18 years of age or older with a high school diploma or equivalent.

Experience

Minimum 1-2 years related operational experience in financial institution environment or equivalent preferred.

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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