Coordinator, Pawhuska

Truity Credit UnionBartlesville, OK
Onsite

About The Position

This position assists members with financial transactions providing reliable, courteous, and prompt member service and assists Member Service employees providing support and encouragement to ensure exceptional member service is provided.

Requirements

  • Regular attendance and timeliness are essential functions of this position.
  • While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity.
  • The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds.
  • A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.
  • Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies.
  • This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

Nice To Haves

  • Sales experience preferred with a concentration on serving the member’s benefit, as well as service

Responsibilities

  • Assist the departmental manager in developing effective employees through training, coaching, evaluating, motivating, and goal-setting.
  • Actively listen and respond to member inquiries, suggestions, request, and concerns.
  • Perform research concerning member inquiries.
  • Assist as directed with scheduling of employees to assure appropriate coverage.
  • Assist with preparation and distribution of department specific reports.
  • Answer questions and provide assistance to Member Consultants as well as outside branches regarding member issues and processes.
  • Assist with training of all new employees.
  • Successfully complete all applicable compliance training and testing.
  • Work directly with members daily.
  • Work on special projects as requested by Manager.
  • Administrator role with Ascensus.
  • Perform other duties and responsibilities as assigned.

Benefits

  • Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.
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