Member Solutions Advisor

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 before 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

• A high school diploma or equivalent
• At least two (2) years of Credit Union experience, automotive industry, home lending, F&I and/or sales experience
• Stable career with previous employers
• Customer-oriented, self-motivated team player with effective communication skills
• 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
• Proven track-record of setting and meeting/exceeding personal and departmental sales goals
• Preferred: Salesforce experience

Physical Activities And Requirements Of This Position

• Finger Dexterity
• Grasping
• Talking
• Repetitive Motions
• Sedentary Work

Mental Activities And Requirements Of This Position

• Reasoning Ability: Common sense or logic
• Mathematical Ability: Basic
• Language Ability: Typical, able to communicate and understand written and oral language

Working Conditions Of This Position

• No hazardous or significantly unpleasant conditions

Compliance Requirement

• Bank Secrecy Act / Anti-Money Laundering, Office of Foreign Assets Control and USA PATRIOT Act

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.

Disability Accommodation

We are committed to providing reasonable accommodations for individuals with disabilities. If you need an accommodation due to a disability, please let us know how we can assist you.