SAM: Your Virtual Assistant

Save an average of 15 minutes with Sam!
 
Sam is your solution to quick financial assistance. Sam is our virtual assistant that can help you 24/7 through our chat feature on the website and through our phone system. 
Have you spoken with Sam?
Please let us know how your experience was!

Skip the Wait


Get help navigating all of CUTX's online tools and skipping the wait time on our phone line. By using our digital assistant, Sam, you can save an average of 15 minutes. 

Two Ways to Quickly Get Assistance with Sam

 

Virtual Chat

 With a quick click on our website chat, Sam is ready to assist you. Got a question about your account? Need help navigating our website? Sam's got you covered! Get instant answers and expert guidance, making your banking experience smoother and more efficient. 


Talk on the Phone

Skip the long wait, click here to Schedule An Appointment to speak with a representative over the phone or in branch, or call us directly to get quick assistance with Sam. Need to check your account balance? Want to pay a bill in a snap? Just pick up your phone, connect with Sam, and breeze through your transactions with speed and ease. 



What can Sam do for you?

Sam is equipped to assist you with a wide range of tasks. Here are a few examples of what Sam can help with:


  • Check Your Balance: Ask Sam for an instant balance update on your accounts.
  • Transfer Funds: Need to move money between accounts or make a loan payment? Sam can handle it.
  • Payment Links: Get a payment link sent directly to your phone to make payments from non-CUTX accounts.
  • Retrieve Your Member Number: Forget your member number? Sam can get it for you! 
  • Find Locations & Hours: Whether you're looking for branch locations, ATM access, or hours of operation, Sam has all the info you need, right at your fingertips.
  • Online Banking Enrollment: Get assistance with enrolling in online banking quickly and easily.
  • Review Your Transaction History: Sam can pull up your transaction history, including cleared checks.
  • Access Zelle in Online Banking: Need help finding Zelle in your online banking? Just ask Sam!
  • Auto Loan Info: From application help to rate inquiries, Sam can provide you with all the details about your auto loan.
  • Fee Inquiries: Have a question about fees? Sam can send you the forms and disclosures that outline CUTX fees.










Why Choose Sam?


  • Fast and Convenient: Sam offers quick responses, cutting out the wait times you typically experience with traditional customer service channels.
  • Available Anytime: Whether it’s late at night or early in the morning, Sam is always ready to assist you with your banking needs.
  • Simple and Easy: Sam simplifies your banking experience by providing easy-to-follow steps and solutions tailored to your needs.
  • Reliable Assistance: From checking balances to locating branch hours, Sam is your go-to for all your banking inquiries.
To see an example of how Sam helped one of our members over the phone, watch the video.





Ways You Can Get Help FAST with Sam

Check Your Account Balance
Check Our CD Rates
View our Locations

Get a Payment Link
Enroll in Online Banking via Chat
Compare Savings Accounts

Apply for an Auto Loan
Skip a Payment
Enroll in Online Banking via Phone
















Share Your Feedback About Sam

 
 
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Sam FAQs

You can locate your member number in online banking. Sam can provide your member number on request after other authenticators have been met.


You may simply ask for an agent or representative. You may also dial an extension at any time by saying “Dial an extension”.
You can ask Sam for things like account balance, deposit history, money transfers, transaction history, and much more.
Yes, ask Sam to apply for a loan. He will then direct you to apply online, over the phone, or make an appointment at your preferred branch location. You can apply for a Personal, Auto, Home Equity, or Mortgage loan. Sam can also text a link to apply.
Yes, simply ask for online banking and Sam will send you a text with a link to online banking.
  • Yes, just ask Sam to “Make a payment”. Sam will then ask if you want to make a payment using your CUTX account and transfer funds.
 
Need to make a payment from a non-CUTX account?
  • Ask Sam to “Make a payment with an external account.” Sam will then ask if you would like to receive a link to process a payment. If you respond “yes,” he will send you a text with a link attached for our payment processing system.


No, Sam or our Member Services team can assist with member inquiries. If you prefer a branch, you may visit any of our locations or make an appointment here.