Smart Branch Member Relationship Specialist - Float

Smart Branch Member Relationship Specialist - Float The primary purpose of the Member Relationship Specialist Smart Branch is to assist existing and potential members that visit our in-school branch locations in identifying membership and lending needs and delivering applicable solutions. The Member Relationship Specialist will also assist the Management team at the SMART Branch locations in maintaining the daily operations, as well as assisting in the development of the students within the SMART Branch program. This position will float to all DFW area SMART Branch locations to assist as needed during school calendar schedules, and then assist CUTX branches as needed during school breaks. Additional duties may include developing students in their knowledge of financial services, as well as supporting, as needed, at events. Major Duties and Essential Functions: To "deliver an unexpected experience" by consistently providing outstanding service to internal and external members with every interaction. Uncover member needs by asking questions and provide solutions to their needs. 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. Responsible to meet or exceed established sales and service goals. Remain up-to-date on current products, services, and marketing campaigns through attending training, and remaining familiarity of 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. Develop relationships with key school personnel in order to assist in driving traffic to the in-school branch. Help train students on service standards that are expected within the SMART Branch. Float to other SMART Branch locations as needed, and to other branch locations when the smart branch is closed during school holidays and Summer, or as needed. Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. This includes compliance with Bank Secrecy Act/Anti-Money Laundering, Office of Foreign Assets Control and USA Patriot Act as they apply to the duties of the position. May perform other duties as required to maintain credit union services and operations. Positions directly supervised: None 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 be self-motivated to meet required sales goals 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 Character built on integrity and sincerity; relatable. Effective verbal communication and written communication skills. Tact and diplomacy when communicating with internal and external members. Must have the ability to multi-task and work under the pressure of deadlines. Cognitive thinking, problem-solving skills and sound decision-making. Excellent member-centric skills. Ability to maintain an attitude of positivity, teamwork and cooperation with internal members. Goal oriented and ability to stay on task in a fast-paced environment. Ability to consistently coach and develop team members. Basic mathematical skills as it relates to the financial industry. Competence with computer programs, telephone, 10-key calculator and other office machinery. Education: High school diploma or general education degree (GED) Experience: Minimum 1-2 years or more of similar or related experience. Physical Activities and Requirements of this Position: CATEGORY DESCRIPTION Finger Dexterity Using primarily just the fingers to make small movements such as typing, picking up small objects, or pinching fingers together. Grasping Using fingers and palm on an object. Talking Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly. Repetitive Motions Movements frequently and regularly required using the wrists, hands, and/or fingers. Average Hearing Able to hear average or normal conversations and receive ordinary information. Average Visual Abilities Average, ordinary, visual acuity necessary to prepare or inspect documents, products, or operate machinery. Sedentary Work While performing the duties of this job, the employee will frequently talk or hear, sit, use hands to handle or feel, and reach with hands or arms. The employee will occasionally, stand and walk, climb or balance, and stoup, kneel, crouch, or crawl. The employee will occasionally lift and move up to 10 pounds. Working Conditions of this Position: DESCRIPTION None. No hazardous or significantly unpleasant conditions. Mental Activities and Requirements of this Position: REASONING ABILITY The ability to use common sense or logic. DETAILED Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables. MATHEMATICAL ABILITY The level of ability required to perform math skills and operations. Basic Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume. Ability to apply concepts of basic algebra and geometry. LANGUAGE ABILITY The level of ability required to communicate and understand written and oral language. Typical Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from management, members, vendors and other employees in the organization. Compliance requirement The responsibilities contained within this job description remains compliant with Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act as they apply to the duties of the position Disclaimer The information in this job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job, which may vary on the department or the assignment. The actual essential duties, responsibilities and qualifications may vary by department, reporting structure and other business needs. No inference should be drawn that a specific job duty, responsibility or qualification is non-essential by its absence from this description.

Created: 2026-03-06