Velocity Credit Union jobs - 25 jobs

Branch Manager We are looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, we are committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. Your experience includes: * Minimum of 3 years supervisory experience and 5 years of experience in a financial institution-related field. * Notary Public certification preferred. * Excellent communication skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Experience in controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Effective time management skills, including the ability to prioritize responsibilities and organize work tasks. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours, including Saturdays. What you will do: As our members' first point of contact, you will be the pleasant, professional, and friendly face of Velocity, providing exceptional service, conducting financial transactions, and educating our members about services that will enhance their financial well-being. The Branch Manager further assists all branch staff in achieving Velocity Credit Union's Mission: to provide our members a personalized service and unique value as their local banking alternative. This will be accomplished through the Branch Manager's efforts to develop a highly effective team by working with each employee to guide them to their highest potential through coaching and leadership. Independently, the Branch Manager will also be member-facing, to assist any member in identifying their financial needs and provide the best possible services from Velocity. In addition to all member-facing tasks, this role will also be responsible for daily oversight of branch operations, including day-to-day activities in partnership with the Assistant Branch Manager. Tasks for this may include training new employees, planning schedules for the team, coordinating and directing coaching meetings, attending regular Member Services team meetings, completing operations reporting, conducting cash and work audits on a monthly basis, and regularly working with other departments to complete any necessary department or company-required tasks. Why you should choose Velocity: This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age, disability, or status as a covered veteran in accordance with applicable federal, state, and local laws.

and Objectives Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs. 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. 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. Responsible for meeting or exceeding established sales and service goals. Remain up to date on current products, services, and marketing campaigns through attending training, and remaining familiar 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. 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 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 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 or 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 20 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 use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Compliance requirement The responsibilities contained within this 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.

and Objectives: The Member Solutions Advisor (MSA) is responsible for guiding marketing-generated leads through the application stage for key CUTX products, including auto loans, mortgages, HELOCs, and deposit accounts. Fully integrated within the Marketing team, MSAs serve as the primary point of contact for prospects responding to campaigns. Their role is to quickly engage, qualify, and assist members in completing applications, then seamlessly hand off underwriting and ongoing service to the appropriate internal teams. This role is consultative and outcomes-driven, focused on conversion, responsiveness, and delivering a strong first experience with CUTX. Major Duties and Essential Functions Engage and respond to marketing-generated leads across auto, mortgage, HELOC, and deposit products using phone, email, and text Own the lead-to-application process, guiding prospects through needs discovery and application completion Ensure applications are accurate, complete, and ready for underwriting or fulfillment prior to handoff Manage a daily pipeline of active leads and in-progress applications, maintaining clear priorities and timely follow-up Execute outbound outreach tied to specific marketing campaigns, journeys, and re-engagement efforts Represent CUTX's brand, value proposition, and campaign messaging consistently across all member interactions Provide clean, well-documented handoffs of completed applications to lending, deposit, and servicing teams Maintain accurate records, notes, and status updates within CRM and marketing systems Identify and refer additional opportunities to internal partners when appropriate, without owning underwriting or post-application servicing Share feedback with Marketing on lead quality, campaign effectiveness, and member insights to support continuous improvement Adhere to CUTX policies, procedures, quality standards, and all applicable regulatory and compliance requirements Deliver a strong, professional first experience that builds trust and sets the foundation for long-term member relationships Education and Experience: High School diploma or equivalency and at least two (2) years Credit Union experience, automotive industry, home lending, F&I and/or sales experience. Stable career with previous employers. Must be customer oriented, self-motivated team player with effective communication skills. Must be computer literate and able to type a minimum of 30 wpm. Ability to speak Spanish is a plus. Experience in a consumer lending role, or other sales-related experience. Must have a proven track-record of setting and meeting/exceeding personal and departmental sales goals. Salesforce experience a plus. 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this remain 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.

and Objectives: The Vice President of Title Operations is a senior leadership position responsible for overseeing the operations and strategic direction of Lakewood Title LLC. The role requires a comprehensive understanding of the title industry, relevant regulations, and the ability to manage a team successfully. Major Duties and Essential Functions Provide effective leadership to the title department, ensuring the development and implementation of strategies that align with the company's goals and objectives. Set performance expectations, provide mentorship and guidance, and ensure a high-performing and motivated team. Foster a positive work environment that encourages collaboration, innovation, and ongoing professional development. Oversee the day-to-day operations of the title company, ensuring efficient and accurate execution of title searches, examination, clearance, and closing processes. Develop and maintain effective quality control measures to ensure compliance with relevant regulations and company policies. Implement and optimize operational workflows and technologies to drive efficiency and productivity. Ensure the title department operates in strict compliance with all relevant laws, regulations, and industry best practices. Identify and mitigate risks associated with title issues, including potential fraud, liens, easements, and encumbrances. Stay abreast of industry changes and proactively implement necessary adjustments to company policies and procedures. Develop and maintain strong relationships with clients, including real estate agents, lenders, attorneys, and investors, to foster loyalty, drive business growth, and promote customer satisfaction. Collaborate with the sales and marketing teams to identify and pursue new business opportunities, as well as expand services with existing clients. Work closely with the CFO or finance team to develop and manage the title department's budget, ensuring proper resource allocation and cost control. Monitor key performance indicators, financial results, and industry benchmarks to identify areas for improvement and drive profitability. Provide reporting to the Board of Directors and other Key Stakeholders as needed. Other duties necessary to achieve the goals of the credit union: Positions directly supervised: Specific knowledge, skills, and abilities required for this position: Education: Bachelor's degree in business administration, Real Estate, or related field (MBA preferred). Experience: - Minimum of 10 years of experience in the title industry, with progressive leadership roles. - Strong knowledge of title search, examination, clearance, and closing processes. - Demonstrated experience in team leadership and managing successful operations. - Proven ability to build and maintain relationships with clients and industry professionals. - In-depth understanding of relevant laws, regulations, and industry best practices. - Excellent communication, negotiation, and problem-solving skills. - Proficient in relevant software applications and technology platforms. - Certified Escrow Officer in Texas 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this 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.

and Objectives The Lead Teller is responsible to lead the Branch Tellers in performing financial and service transactions, ensure the branch is compliant with audit regulations, and all branch operations are completed as set forth by our policy and procedures. The Lead Teller must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need. Major Duties and Essential Functions To “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction. Process member transaction requests accurately and in an efficient manner. Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution. Responsible to meet or exceed sales and service goals established by leadership. Lead the Branch Teller team to meet or exceed their established goals. Maintain day-to-day supervision of safes, vault, cash drawers, negotiable instruments, and balancing/summarization procedures. Assign and control employee keys, and ensure that all keys are issued and maintained in accordance with credit union policies and procedures. Perform branch audits including recyclers, employee cash and paper audits, membership and account modifications, safe deposit boxes, etc. Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy. Ensure team members are also adhering to these policies in member transactions. Remain 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. Ensure team members are also adhering to these policies. Approve checks, drafts for deposit and other member requests beyond Teller authorized procedures. Oversee ordering, receiving, and verification of incoming/outgoing vault cash, and ensure that adequate cash levels are maintained for the branch and employees. Maintain ATM cash, replenishment and balancing and prepare all necessary reports for accounting purposes. Other duties necessary to achieve the goals of the credit union: Comply with Brand Standards and ensure that all Store employees are adhering to policies and procedures of Credit Union of Texas. Meet established goals and provide exceptional service to internal members as well as external members. Ensure that the Store is compliant with all regulations, and Credit Union policies and procedures regarding operations, regulations, and compliance. 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 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 20 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this 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.

and Objectives This position helps oversee the day to day operations of all Credit Union of Texas facilities and property operations. Assists in facility specification and design, construction management, and on-going facility maintenance. Assists in contractor and vendor selections and maintaining vendor relationships. Helps with event setups and moving of internal furniture and supplies. To perform this job successfully, an individual must be detailed oriented, self-motivated, think outside the box, organized, and be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Major Duties and Essential Functions Demonstrate enthusiastic support of Credit Union of Texas mission, core values and long-term objectives. Helps maintain all branch facilities as well as the Corporate office. Perform repairs and upgrades as required. Setup furniture/equipment for events and various department needs. Proactively look for new ways to improve our workflow, to empower our employees and create better work conditions. Support the specification, design, and construction of all new and existing facilities and responsible for the on-going maintenance of all facilities. Assists with new and existing signage at corporate and all facilities. Maintains the safety, security, and maintenance of all locations and performs periodic inspections to ensure compliance with regulations and to maintain high safety and security standards. May serve on all or selected emergency facility alarm call lists and available on 24 hour emergency alarm response teams. Negotiates some fixed asset acquisitions, maintenance, and service contracts. May function as procurement officer. Assist as an additional property management contact for building facilities maintenance and security at the Corporate office. Provides updates on work orders and project status. Other duties necessary to achieve the goals of the credit union: Good oral and written communication skills. Facility and equipment maintenance experience and personnel security experience. Positions directly supervised: Yes Specific knowledge, skills, and abilities required for this position: The employee is required to stand, walk, use hands to handle or feel objects, tools, or controls; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Education: High School diploma or GED Experience: Minimum of two years real estate property maintenance management experience or equivalent facility maintenance/management 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public.

and Objectives The Fraud Prevention Analyst is responsible for operational support duties of the Department, and assists in originating, implementing, and maintaining the Credit Union's fraud management program to ensure conformity and adherence with all applicable state and federal laws and regulations. Must have an understanding of Reg CC, Reg E, ID Theft/Red Flags, BSA/AML and UCC in order to process and investigate fraud claims. The Fraud Prevention Analyst will observe/monitor various member transactions and account activity to proactively identify fraudulent activity, investigate reported cases, and coordinate case resolutions. Additionally, performs moderately complex research and analysis of various reports and systems for Fraud monitoring, assist in the coordination and support of Fraud audits and examinations, provides assistance with the Credit Union's Fraud compliance policies and procedures, and performs a variety of routine daily tasks, which include: investigating debit and credit card dispute and fraud claims (which includes conversations with members and contacting merchants for receipts or pictures of the conductor of the transactions). Reviews reports, prepares correspondence to members and various third parties, processes and tracks results pertaining to checking account forgeries, processes ATM/Mastercard debit unauthorized use, processes endorsement forgeries, processes member ID Theft claims, reviews and identifes suspicious account activity and participates in department projects. Major Duties and Essential Functions Monitor member transactions and various fraud detection systems to identify fraudulent activity such as account takeover, transactional fraud, theft of member information and other fraud-related risks. Verify required documentation and assist other team members with questions and issues regarding potential fraud. Manage real-time notifications for system alerts and member reported issues. Take appropriate steps to investigate various types of fraud claims, including debit and credit card dispute and fraud transactions (have conversations with the member regarding the fraud claim, contact merchants for pictures or receipts of fraudulent transactions) and resolve issues within existing fraud process. This includes working effectively across all departments and with members. Clearly communicate with members on the status of their fraud case. Investigate and resolve externally reported issues as directed by leadership. Maintain confidentiality during investigations. Communicate and escalate issues as appropriate to the Sr. Fraud Prevention Analyst and BSA Officer & Fraud Manager. Create reports and log cases as assigned and required. Utilize various tools to gather, analyze, and interpret data for identifying higher risk transactions. All other duties and responsibilities as assigned. Positions directly supervised: None Specific knowledge, skills, and abilities required for this position: MUST have experience with fraud prevention/analytic tools plus excellent communication, writing, and critical thinking skills. Strong grasp of data analysis tools and techniques; awareness of current and emerging fraud schemes. Ability to prioritize high-volume, time-sensitive workload at peak times, as well as juggle multiple competing demands with similar deadlines and bring incidents to closure. Strong attention to detail. Work effectively both independently and as a member of a team. Ability to exercise good judgment within established guidelines. Professional but firm demeanor. Exemplary interpersonal skills to work cross-functionally and collaboratively in a diverse environment MUST have an understanding of regulations. E.g., Reg CC, Reg E, ID Theft/Red Flags, BSA/AML, UCC etc. Good judgment and discretion when dealing with sensitive topics. Able to interact with many people and multiple interruptions while staying on task. Strong computer and technology skills. Education: Associate's or Bachelor's degree and/or equivalent experience or certifications. 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 or 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 Office environment. 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 use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or board of directors. Compliance requirement The responsibilities contained within this remain 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 title. 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.

and Objectives: The Support Service Manager is responsible for leading a cohesive Support Services team for Credit Union of Texas. This role provides strategic oversight of multiple administrative and operational functions while ensuring regulatory compliance, operational efficiency, and service excellence. Success in this role is defined by the ability to effectively lead teams, align operational execution with organizational goals, and continuously improve processes. The position focuses on leading and developing people and outcomes. Major Duties and Essential Functions Hire, onboard, coach, and perform all other leadership functions to ensure team is operating with accuracy and efficiency. Establish performance goals and development plans for team members and actively support employee growth and accountability. Maintain appropriate staffing levels and schedules for staff, including approving time off requests, and accuracy of timecards. Oversee Account Maintenance operations to include: The tracking and reporting of members' annual tax payments to ensure accuracy of information. IRA functions, including tax reporting, audits, renewals, required minimum distributions, contributions and rollovers. Deceased account functions, including verification of accounts and payments to beneficiaries. Annual escheatment processing Receipt, tracking, and response to served legal requests, including subpoenas, levies, and garnishments. Oversee Loan Maintenance operations to include: Filing and processing of insurance claims including payment protection claims, and auto and homeowner's insurance claims including refunds and adjustments. Credit adjustment functions, including credit bureau dispute processing, to ensure timely and compliant responses Oversee Insurance Support Operations to include: Filing claims for GAP, theft, total loss, CPI and repossession claims. Maintenance of the CPI program to ensure accurate reporting and processes in accordance with CUTX guidelines. Various ancillary products such as PPI and CPI to ensure accuracy in reporting and GL balancing. Oversee additional back office functions, including skip a processing, operational reporting, member document requests, payoff requests, lien releases, verification of deposits, verification of mortgage. Maintain and updates policies and procedures to ensure accuracy, consistency, and regulatory alignment. Partner with the Compliance Department to ensure compliance with all applicable laws, regulations, and internal controls; implement procedural or documentation changes as needed. Collaborate directly with Vice President of Support Services to evaluate operational processes and recommend improvements that increase efficiency, and accuracy.. Collaborate with other departments to ensure testing of new products and programs is complete for department. Performs additional duties and responsibilities consistent with the position and organizational needs. Positions directly supervised: Support Services Staff Specific knowledge, skills, and abilities required for this position: Knowledge of credit union operations, policies, products and services is a plus. Working knowledge of project management software. Ability to create team environment in all assigned projects. Understanding of both waterfall and agile project management principals. Education: Bachelor's Degree in Business or related field or equivalent in a combination of relevant operational experience and credit union experience. Experience: Experience leading multiple cross functional teams and senior level staff. 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance Requirement The responsibilities contained within this 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.

and Objectives The Card Operations Specialist position serves as subject matter expert in all matters relating to Credit and Debit Cards. The position exists to assist cardholders and internal stakeholders with a wide range of questions, concerns, or requests relating to debit cards, credit cards, mobile wallets, prepaid cards, as well as responding to store inquiries and handling daily correspondences. Major Duties and Essential Functions Deliver an unexpected experience to both internal and external members. Receive daily telephone calls related to card products. Provide consistent and exceptional member service concerning card products and features. Responsible for providing efficient and timely service to the membership via phone and email with quality and accuracy. Process all mail received pertaining to card products, including address changes on credit cards. Conduct research on debit and credit card transactions. Consult with members, identity their needs, offer solutions and follow up as needed. Process lost/stolen cards and provide provisional credit on fraudulent and disputed transactions. Reconcile appropriate GL accounts and assist the accounting department with pending transactions. Process credit card functions, including payments, balance transfers, credit limit increases, and authorized user additions. Process EFT (ATM withdrawal) disputes, including validating ATM GLs, checking ATM audit logs, and providing provisional credit. Process debit card functions, including credit limit increases and exception reporting. Activate mobile wallets (Android Pay, Apple Pay, Samsung Pay) in the MasterCard Online system, when needed. Enter travel notes on debit and credit cards. Positions directly supervised: N/A Specific knowledge, skills, and abilities required for this position: Excellent customer service skills and the drive to assist others Good communication skills, using courteous and proper grammar Proven ability to stay focused and maintain productivity while effectively managing interactions with multiple people and handling frequent interruptions. Good judgment and discretion when dealing with confidential information Basic understanding of financial products and services Previous card and customer experience is a plus Positive Attitude Standard computer skills, calculator, typing 40 wpm Education: High school diploma or general education degree (GED). Experience: Minimum 1-2 years of related financial institution or customer service experience. Previous plastic card experience preferred. 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 or 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 25 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. Average Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Mathematical Ability: The level of ability required to perform math skills and operations. Average Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rates and percentages. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to read and comprehend moderately complex instructions, correspondence, and memos. Ability to write simple correspondence. Ability to effectively present information in one-on-one situations to supervisor, members, and other employees of the organization. Compliance requirement The responsibilities contained within this 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.

Universal Banker II Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. You possess: * Minimum 1 year of financial institution experience supporting customers in person or over the phone. * Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Effective time management skills include the ability to prioritize multiple responsibilities and organize work tasks. * Experience in controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours, including Saturdays. Your position summary: As our members' first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being. What's in it for you? This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.

and Objectives Perform outbound and inbound calls to members whom have defaulted on an obligation. Requires little supervision after training and works under the general supervision of the Collections Manager and Team Lead. The employee is to work with members to help each member cure the default and to offer exceptional member service with each contact made. The objective is to reduce delinquency and charge off loans, leases and credit cards. Major Duties and Essential Functions Checks all accounts to be worked for any transaction since the previous contact date. Collector will decide collection activity required considering member's cooperation in establishing payment arrangements. Adheres to departmental and regulation standards. Contacts members, primarily by telephone, whose accounts require payment or payment arrangements for continuance of loan on an installment basis. May also contact member by memo, letter, or email if telephone contact is not possible. Accepts incoming telephone calls that request information concerning account condition and will make suggestions or propose alternatives of payment to member. Has latitude in proposing and suggesting plans of action to bring account current. Receives requests from members whose accounts are assigned to the Collections Department for additional loans or workout loans. Such instances require approval of Collection Management. Submits due date changes or payment waivers, according to policy, as a service to members and records those changes. Initiates file maintenance changes at the request of member or as information is gathered through processing of account. Consults with Collection Management as needed, to seek suggestions or technical advice in collection of a delinquent account. Makes recommendation as to economic futility or further collection effort in some instances. Makes recommendation as to which action should be initiated if loan collateral is jeopardized or if collection conditions necessitate, such as legal action or repossession, etc. Maintains detailed written record of all conversations with member or other pertinent information to support decisions and status of loan account. Works with the Collection Management to ensure accounts are handled appropriately and every payment option is exhausted before recommending repossession or charge off. Performs skip tracing to try and locate the member and/or the collateral that is secured by CUTX. Skip-tracing may involve contacting references and locating information from various resources. Understanding of how fees are applied to a share account, and procedural time frames of the delinquency regarding a demand deposit account. Workout payment arrangements prior to closing/charging off the share account to reduce share account losses. ; Performs other related duties and special projects as requested. Other duties necessary to achieve the goals of the credit union: As assigned Positions directly supervised: N/A Specific knowledge, skills, and abilities required for this position: MUST have experience working in a call center, banking, or collections environment. Must show that you are able negotiate payment arrangements and possess time management skills. Must be willing to work until 7PM and two Saturdays a month. Call center, collections, or banking experience. Must have a working knowledge of collection regulations Personality is extremely important in this position. To fit in with the team, it's important to have a positive attitude, and be open minded and flexible enough to work with any given situation a member may present. Basic understanding of loan policies and procedures. An ability to work individually on a project or in a team environment Good judgment and discretion when dealing with sensitive topics Able to interact with many people and multiple interruptions while staying on task Strong computer and technology skills Basic understanding of using a fax machine, shared printer, and typing skills above 40wpm. Education: High school diploma or general education degree (GED) and one to two years related experience and/or training. 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this 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

AUTO FINANCE SPECIALIST (Sales & Service Department) We are seeking a dedicated and motivated Sales and Service Specialist to focus on closing auto loans and selling related products such as GAP insurance, service contracts, and other auto-related ancillary products. The ideal candidate will provide exceptional service to our members, assisting them with their auto loan needs and promoting our credit union's products and services. Are you an experienced Auto Sales (F&I) professional tired of the long hours, challenges, and stress in the dealership? CUTX is looking for candidates well-versed in auto sales financing and related products. CUTX has a world-class team and high-energy work environment. We are employee-focused and member experience-oriented. Our Auto Finance Specialists have high earning potential based on effort, excellent hours, excellent benefits, world-class onboard training, and a three-month guarantee as you complete training and build your portfolio and member pipeline. We are hiring, so contact us today. Unlock Unlimited Earning Potential At CUTX, we believe in rewarding hard work and dedication. With our competitive base salary and generous performance incentives, you'll have the opportunity to unlock unlimited earning potential. We offer a lucrative compensation package designed to recognize and reward your achievements, ensuring that your efforts directly contribute to your financial success. Our top performers consistently reach new income heights, achieving six-figure incomes thanks to our robust incentive programs. Join us and take control of your financial future with a position that values and compensates your excellence. Major Duties and Essential Functions Realize that business is built on member satisfaction and devote himself/herself to guarantee satisfaction of members Determine member needs by asking questions and listening to responses Sell financing and ancillary products to our members Answer inbound calls about new and existing loan applications Proactively discuss and refer additional products to internal partners Meet established monthly objectives Make outbound calls to existing leads to educate members on decisions and possible alternative solutions Maintain an efficient workflow of all finance office processes Work with Auto Finance Coordinator to ensure timely and accurate execution of loan processing Understand the terminology of the automobile business and keep abreast of technological changes in the products Positions directly supervised: N/A Specific knowledge, skills, and abilities required for this position: Must have a service-oriented attitude Must be Goal-oriented Must have strong listening skills and excellent verbal communication skills Problem solving competence with a strong attention to detail Must have the ability to multitask, prioritize, and adapt to a constantly changing environment Proficient computer ability including Windows PC Navigation skills Strong desire to learn in a fast-paced environment Must be a TEAM player and be able to help and rely on others Education and Experience: High School diploma or equivalency and at least two (2) years Credit Union experience, automotive industry, F&I and/or sales experience. Stable career with previous employers. Must be customer oriented, self-motivated team player with effective communication skills. Must be computer literate and able to type a minimum of 30 wpm. Work experience with or in car dealerships a plus. Bilingual candidates (Spanish/English) are beneficial. Experience in a consumer lending role, or other sales-related experience. Must have a proven track-record of setting and meeting/exceeding personal and departmental goals. 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement: The responsibilities contained within this 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.

and Objectives The Member Service Specialist is meant to provide outstanding service to both internal and external members while answering calls and assisting members with their requests in a high-volume contact center. This includes being able to identify the financial needs of the members and recommend an appropriate CUTX solution. This position is meant to resolve members questions and concerns who need assistance with online banking, making payments, account review, and all other banking related requests. Major Duties and Essential Functions: Answer questions relating to CUTX products and services. Manage incoming calls in a timely and professional manner. Assist members with account inquiries, and digital banking support. Accurately complete member transactions such as transfers, loan payments, lease payments, credit card payments, check orders, etc. Process basic transactions such as payments, transfers, card-related requests, disputes, etc. Provide accurate information about products, services, rates, and policies. De-escalate difficult situations with patience and critical thinking skills. Adhere to service-level standards for call handling, quality, and accuracy. Document all interactions thoroughly in the CRM or Core system. Educate members on self-service resources to improve ease and speed of access. Maintain a strong understanding of current promotions, products, and benefits. Report any suspicious activity or potential fraud immediately. Maintain confidentiality of all member information. May perform other duties as directed by the Regional Sales Manager of East TX. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. Specific knowledge, skills, and abilities required for this position: Ability to communicate clearly and courteously with members and co-workers via email and telephone. Through knowledge of MS Office, including Excel and Word Ability to effectively communicate via telephone and e-mail with members and employees. Must have an outgoing phone personality and good written communication skills. Knowledge of credit union policies and procedures Ability to perform multiple tasks while maintaining a high overall standard of performance. Good judgment and discretion when dealing with sensitive topics. Able to interact with many people and multiple interruptions while staying on task. Education: High school diploma or general education degree (GED) Education: Minimum one to two years of call center, customer service or related member services related member services experience. Experience in a credit union, other financial institutions preferred. 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 require 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 or 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 lift and move up to ten pounds. Requires ability to move about department in order to file and retrieve documents. Working Conditions of this Position DESCRIPTION None. No hazardous or significantly unpleasant conditions. Duties are generally performed in standard office environment. The noise level in the work environment is usually moderate. 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 apply commonsense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations. Mathematical Ability: The level of ability required to perform math skills and operations. Basic Ability to add, subtract, multiply, and divide and to calculate figures and amounts such as discounts, interest, and percentages. Ability to apply concepts of basic algebra. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to read and interpret documents such as operating and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before small groups of employees and to members. Compliance requirement The responsibilities contained within this remain 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 in 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.

and Objectives The Escrow Officer is responsible for managing and facilitating the closing of real estate transactions. They play a vital role in ensuring that all parties involved comply with legal and regulatory requirements during the transfer of property ownership. The Escrow Officer acts as a neutral third-party intermediary, coordinating the various tasks and documentation necessary to complete the transaction accurately and efficiently. Major Duties and Essential Functions Conduct initial reviews of purchase or sale agreements to identify key details and requirements. Prepare and distribute escrow instructions to all relevant parties, including buyers, sellers, lenders, and real estate agents. Collect and verify all necessary documentation, such as title reports, insurance policies, loan documents, and other closing statements. Coordinate with lenders to ensure accurate distribution and receipt of funds required for closing. Prepare closing statements, final settlement statements, and other documents necessary for completing transactions. Schedule and facilitate signings, ensuring all parties have access to necessary documents and are present when required. Collaborate with title officers to ensure a clear title is conveyed and all liens or encumbrances are addressed. Communicate with buyers, sellers, and agents to provide updates on the progress of the transaction and address any concerns or questions. Confirm the recording and filing of all necessary documents with the appropriate government agencies. Maintain accurate records and documentation of all transactions and related communication. Stay updated on relevant laws, regulations, and industry best practices to ensure compliance and provide accurate guidance. Handle any issues or disputes that may arise during the transaction and work towards a resolution. Other duties necessary to achieve the goals of the credit union: Positions directly supervised: Specific knowledge, skills, and abilities required for this position: Must have knowledge of and proficiency in Ramquest software. Education: High school diploma or equivalent; additional education or certification in real estate, escrow, or related field preferred. Experience: Proven experience as an Escrow Officer or similar role, with a deep understanding of real estate transactions and associated processes. Strong knowledge of relevant laws, regulations, and industry practices, including escrow regulations and guidelines. Excellent attention to detail and organizational skills, with the ability to effectively manage multiple transactions simultaneously. Exceptional communication and interpersonal skills, with the ability to effectively collaborate with various stakeholders. Must have knowledge of and proficiency in Ramquest software. Proficient computer skills, including experience with escrow software, document management, and accounting systems. Strong analytical and problem-solving abilities, with the ability to identify and address potential issues before they become obstacles. Excellent time management skills and the ability to work efficiently under strict deadlines. Ethical and professional conduct, maintaining strict confidentiality and integrity in handling sensitive information. Any book of business brought over is not required but is a significant consideration. Must be able to establish that their prior employment did not include a non-compete requirement. 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this 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.

and Objectives The primary purpose of the Assistant Branch Manager is to work with the Branch Manager to develop a highly effective team that consistently meets or exceeds sales and service goals as defined by the strategic plan and core values for Credit Union of Texas. The Assistant Branch Manager is responsible for planning, coordinating and managing of all credit union services and activities of the Branch. Additional duties include responsibility for the daily maintenance, well-being and security of the physical facility. Major Duties and Essential Functions Develop each team member through coaching and training to meet or exceed sales and service standards. Review and evaluate reports of Branch activities, including staffing, loans, deposits, overdrafts, charge-offs, and audits to meet credit union performance objectives. Leverage management tools to reports to analyze, identify and strategically address trends. Meet with each team member regularly to review performance and hold team member accountable to the sales and service goals established by leadership. Lead sales training meetings for Branch employees. Responsible for meeting or exceeding Branch sales and service goals. Conduct annual performance evaluations. Administer corrective action when necessary, including termination, to hold team members accountable for their performance and behavior. Identify exceptional talent through the credit union's hiring process and makes recommendations for advancement, promotion or other internal opportunities. 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. Assign and/or delegate daily work assignments to all Branch team members. Accept responsibility for the overall security of the Branch, including keys, combinations, documents, records and negotiable items. Manage expenses within an approved budget, and authorize the payment of Branch bills. Serve as Notary Public and perform Signature Guarantee. Receive and respond to member feedback. Work closely with Business Development to ensure growth opportunities within the community. Responsible for all aspects of Branch in the absence of the Branch Manager. May perform other duties as required to maintain credit union services and operations. Positions directly supervised: Experience Expert, Service Specialist and Member Engagement Specialist. Specific knowledge, skills, and abilities required for this position: 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 and/or equivalent experience and certifications. Experience: Minimum 3-4 years related experience in financial institution environment or equivalent preferred. 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 or 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 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.

and Objectives We are team CUTX, and we exist to deliver an unexpected experience. We were chartered in 1931 to serve our communities better than the banks. Our focus is on teaching our members to take control of their finances. To join team CUTX, you must value Caring, Understanding, Teaching and eXceeding expectations at every interaction. We empower our employees to succeed. Most of all, you must be ready to have FUN! Currently, we are seeking a Teller who is responsible for accurately and efficiently processing teller transactions. A Teller must be able to identify member financial need(s) and recommend an appropriate credit union product/service solution to fit that need. Major Duties and Essential Functions 1. Demonstrate enthusiastic support of Credit Union of Texas's vision, core values, employee creed, and long term objectives. A key component of this is to “deliver an unexpected experience” by consistently providing outstanding service to internal and external members with every interaction. 2. Process share account and checking account deposits and withdrawals, loan/lease payments, and credit card payments. 3. Negotiate check cashing transactions, process negotiable instruments (cashier's checks, money orders), and process credit card cash advances. 4. Identify member financial need(s) and recommend an appropriate/progressive credit union product/service solution. 5. Responsible to meet or exceed sales and service goals established by leadership. 6. Exercise due diligence by placing appropriate holds on checks deposited in accordance with Regulation CC and CUTX Funds Availability Policy. 7. 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. 8. Protect member information and other sensitive information by maintaining confidentiality while adhering to the credit union's privacy policy. 9. Accept responsibility for store security by securing keys, combinations, documents, records, and negotiable items. Comply with robbery and hold-up procedures. We offer an excellent compensation and benefits package including: medical, dental, and vision insurance; life insurance and AD&D; 401(K); flexible spending account; Health Savings Account, and free and discounted credit union services. If interested in applying please visit our website at: ************ . Please note that all prospective candidates are subject to a credit check. Credit, if established, must be in good standing to be eligible for hire. Requirements EDUCATION AND EXPERIENCE Must be 18 years of age or older with a high school diploma or equivalency. Minimum 6 months 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 20 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this 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.

and Objectives: The Jr Auto Finance Specialist (Jr AFS) will work directly with both existing and prospective members. In this role, you will cultivate relationships and build trust by presenting our competitively priced loan products and delivering high-quality service. You will engage with members confidently, discussing the benefits of our offerings and providing tailored solutions in a dynamic call center environment. This position is ideal for individuals who thrive in a fast-paced, results-driven setting where achieving goals is integral to success. As a Jr Auto Finance Specialist, you will support our Auto Finance Specialist team by managing member inquiries, processing loan applications, and gathering essential documentation. Your proactive approach in conducting outbound calls to applicants will ensure timely progression of deals and facilitate a seamless transition from approval to funding. Major Duties and Essential Functions ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned. Understand that success is built on member satisfaction and devote himself/herself to guarantee satisfaction of members. Field and address inbound calls with urgency regarding loan applications, providing essential support and information to facilitate a smooth and efficient application process. Assist in the processing of loan applications, including collecting and verifying applicant information, vehicle details, and necessary documentation. Collect and upload documentation related to the application to include purchase orders, titles, proof of insurance, proof of income, CarFax reports, and proof of identification. In the absence of the Auto Finance Specialist due to PTO, Jr AFS will step in to manage the pipeline and process applications, ensuring that volume and production levels remain unaffected. Determine member needs by asking questions and listening to responses; Proactively discuss and refer additional products to internal partners. Meet established monthly objectives. Conduct outbound calls on a pipeline of approved applications to expedite the funding process and ensure timely loan closures. Work with Auto Finance Coordinator to ensure timely and accurate execution of loan processing. Work collaboratively with internal and external partners. Review declined applications for opportunities to overturn decision and present to Lending Management when there is merit in moving a deal forward. Understand the terminology of the automobile business and keep abreast of technological changes in the products. Enter and update auto loan application information into the loan origination system, ensuring data accuracy and completeness. Positions directly supervised: N/A Specific knowledge, skills, and abilities required for this position: Ability to convey benefits of products to drive sales while maintaining a focus on member satisfaction Must be goal-oriented Must have strong listening skills and excellent verbal communication skills Problem solving competence with a strong attention to detail Must have the ability to multitask, prioritize, and adapt to a constantly changing environment Proficient computer ability including Windows PC Navigation skills Strong desire to learn in a fast-paced environment Must be a TEAM player and be able to help and rely on others Education and Experience: High School diploma or equivalency and at least two (2) years Credit Union experience, automotive industry, F&I and/or sales experience. Stable career with previous employers. Must be customer oriented, self-motivated team player with effective communication skills. Must be computer literate and able to type a minimum of 30 wpm. Work experience with or in car dealerships a plus. Bilingual candidates (Spanish/English) are beneficial. Experience in a consumer lending role, or other sales-related experience. Must have a proven track-record of setting and meeting/exceeding personal and departmental goals. 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 or products, or operate machinery. Sedentary Work Sitting part of the time. Exerts up to 10 lbs. of force occasionally. Working Conditions of this Position DESCRIPTION Few. No hazardous or significantly unpleasant conditions except during construction wearing a hard hat is required. Mental Activities and Requirements of this Position Reasoning Ability: The ability to use common sense or logic. CATEGORY DESCRIPTION Detailed Ability to apply common sense understanding to carry out detailed instructions and to deal with problems involving many variables. Mathematical Ability: Basic Ability to perform basic math skills including adding, subtracting, multiplying, and dividing two digit numbers; operations with units such as inch, foot, yard; ounce, pound (or their metric counterparts), and square footage; ability to understand appraisals, compute rent rates and lease expiration times. Language Ability: The level of ability required to communicate and understand written and oral language. Typical Ability to use passive vocabulary of 5,000-6,000 words; read at a moderate rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write complex sentences, using proper punctuation, and using adjectives and adverbs. Ability to communicate in complex sentences, using normal word order with present and past tenses and good vocabulary. Ability to read, analyze and interpret general business periodicals, professional journals, correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, guests, vendors and the general public. Compliance requirement The responsibilities contained within this 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.

Member Relationship Specialist- Desoto Branch and Objectives Currently, we are seeking a Member Relationship Specialist who will assist new and potential members in identifying membership and lending needs and delivering solutions to their financial needs. 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. 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. 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. Promote strategic initiatives and objectives throughout the Credit Union to help meet set goals. Enhance organization wide communication. Motivate fellow staff to meet or exceed set goals. Seek to understand and appreciate different perspectives and employee feedback from other departments. 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 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 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 20 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 use passive vocabulary of 7,000-9,000 words; read at a fast-paced rate; and define unfamiliar words in dictionaries for meaning, spelling, and pronunciation. Ability to write moderate to complex documents. Ability to communicate in complex sentences, using normal word order with present and past tenses and strong vocabulary. Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. Compliance requirement The responsibilities contained within this 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.

Were looking for dynamic, extraordinary people with a passion to provide outstanding service and financial solutions to our members. If you enjoy working in the service industry, offering problem-solving solutions while building relationships that create long-lasting connections, this may be the job for you! At Velocity, were committed to upholding our mission of providing our community personalized service and unique value as their local banking alternative. We take pride in our work culture, exemplify our core values daily, and stand by the credit union philosophy of People Helping People to continue to drive our vision of making a positive impact on our members and their financial goals. You possess: * Minimum 1 year of financial institution experience supporting customers in person or over the phone. * Excellent verbal, written, and listening skills and proficiency in using common office applications and office equipment. * Passion for providing outstanding customer service and a positive attitude. * Effective time management skills include the ability to prioritize multiple responsibilities and organize work tasks. * Experience in controlling negotiable instruments. * Ability to work in a fast-paced environment with high attention to detail. * Ownership of the customer experience through issue resolution. * Adaptable to a productive team environment where knowledge is shared and feedback and coaching are welcomed. * Flexibility to work branch hours, including Saturdays. Your position summary: As our members' first point of contact, you'll be the pleasant, professional, and friendly face of Velocity, providing exceptional service, resolving financial matters, and educating our members about products and services that will enhance their financial well-being. What's in it for you? This position offers competitive pay, great benefits including medical/dental/vision, 401(k) with matching, flexible spending accounts, a fun working environment and culture, generous paid time off, company-paid life insurance and disability, referral bonuses, paid holidays, discounted gym membership, tuition reimbursement, training and ongoing coaching, opportunities for career growth, employee reward and recognition system, employee and family events, and more! Velocity provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, genetics, sexual orientation, national origin, age disability, or status as a covered veteran in accordance with applicable federal, state and local laws.