What are the responsibilities and job description for the Personal Banker MI position at InTouch Credit Union?
Brief Description
Job Type
Full-time
Designated safety-sensitive position. Must successfully pass pre-employment drug screen (which will include marijuana testing) and adhere to the Drug and Alcohol Policy for duration of employment with the Credit Union.
At InTouch Credit Union (ITCU), we’re more than just a financial institution—we’re your partner in achieving financial goals and success. Founded in Texas and now serving members in all 50 states, we are a not-for-profit credit union dedicated to helping you, your family, and our community thrive. We would be honored to serve your family’s financial needs.
What started in 1974 for EDS employees has grown to more than 70,000 members across the U.S. and 20 countries, managing over $800 million in assets.
We are currently seeking a full-time Member Relationship Specialist to join our dynamic team.
POSITION PURPOSE
As a Member Relationship Specialist, you will act as the primary liaison between members and the Credit Union to provide a 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.
Pay Range
Requirements
Job Type
Full-time
Designated safety-sensitive position. Must successfully pass pre-employment drug screen (which will include marijuana testing) and adhere to the Drug and Alcohol Policy for duration of employment with the Credit Union.
At InTouch Credit Union (ITCU), we’re more than just a financial institution—we’re your partner in achieving financial goals and success. Founded in Texas and now serving members in all 50 states, we are a not-for-profit credit union dedicated to helping you, your family, and our community thrive. We would be honored to serve your family’s financial needs.
What started in 1974 for EDS employees has grown to more than 70,000 members across the U.S. and 20 countries, managing over $800 million in assets.
We are currently seeking a full-time Member Relationship Specialist to join our dynamic team.
POSITION PURPOSE
As a Member Relationship Specialist, you will act as the primary liaison between members and the Credit Union to provide a 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.
Pay Range
- Our ideal candidate will make $22.28 to $23.51 for this role.
- High school degree or equivalent
- A minimum one (1) year of recent experience in customer service, retail, or sales required.
- Experience in a financial institution is preferred. Hospitality experience is a plus.
Requirements
- Required Availability: Monday–Friday, 8:15am–5:15pm with rotating Saturdays, 8:45am–12:45pm. (Note: the number of Saturdays worked may increase based on business needs.)
- Attendance and promptness are pertinent; must be able to work a flexible Monday through Saturday schedule.
- Ability to work within an in-store branch environment.
- Ability to identify opportunities by recommending personalized solutions.
- 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 tools is a plus.
- Demonstrative experience to support revenue through meeting and exceeding sales goals.
- Demonstrate excellent communication skills, both in-person and across digital platforms.
- Mortgage Loan Originator (MLO) registration with Nationwide Mortgage Licensing System and Registry (NMLS) required.
Salary : $22 - $24