Coordinator, Pawhuska

Truity Credit Union•Bartlesville, OK

13d

About The Position

The Coordinator assists members with financial transactions by providing reliable, courteous, and prompt service. The position also supports Member Service employees through guidance and encouragement to help ensure exceptional member service. The role is expected to adopt High Tech, High Touch practices, using artificial intelligence and other digital tools to simplify routine work and make more time for relationship-building, complex problem-solving, and responsive personal care. The organization’s Culture Crew fosters community and reinforces cultural values in daily operations. The Coordinator supports departmental operations, including employee development, scheduling, reporting, training, member inquiries, and special projects. The position also serves as an administrator for Ascensus and works directly with members daily. Employees must follow applicable regulatory and policy requirements and maintain confidentiality regarding non-public information about members and the Credit Union.

Requirements

Three to five years of similar or related experience, including preparatory experience.
High school degree or equivalent.
Knowledge of modern office equipment and technology and software programs, including Symitar, Outlook, Visa/Star, and Ascensus.
Knowledge of Credit Union products and services and consumer lending loan basics.
Advanced-level knowledge of IRAs, HSAs, trusts, Visa cards, signature loans, and secured loans.
Knowledge of Member Consultant and Teller Services functions, including policies, practices, and standards.
Ability to read and interpret written, oral, diagram, and schedule instructions.
Ability to organize and prioritize work to meet deadlines and solve practical problems involving variables.
Ability to self-direct and take a project from conception through completion.
Ability to write reports and correspondence and speak effectively with members and employees.
Ability to assist a manager in developing, motivating, guiding, and evaluating staff.
Ability to carry out Credit Union mission, philosophies, values, and practices.
Ability to open and close calls warmly and professionally, cross-sell for members’ benefit, explain processes effectively, adapt professional style to members’ needs, overcome objections, and provide accurate service.
Excellent communication, interpersonal, human-relations, and decision-making skills, with attention to detail.
Regular attendance and timeliness.
Ability to sit or stand for significant periods and perform tasks requiring manual dexterity; occasionally reach above or below normal body position, stoop or bend, and carry, lift, or move objects up to 25 pounds.
Normal range of hearing, vision, and speech to work effectively with co-employees and members.
Maintain confidentiality and comply with applicable regulatory and policy requirements.

Nice To Haves

Sales experience, preferably focused on serving members’ benefit and service.

Responsibilities

Assist the departmental manager in developing employees through training, coaching, evaluating, motivating, and goal-setting.
Listen and respond to member inquiries, suggestions, requests, and concerns; research member inquiries as needed.
Assist with employee scheduling to ensure appropriate coverage.
Assist with preparing and distributing department-specific reports.
Answer questions and assist Member Consultants and outside branches with member issues and processes.
Assist with training new employees.
Complete applicable compliance training and testing.
Work directly with members daily and provide financial transaction assistance and member service.
Work on special projects as requested by the Manager.
Serve in an administrator role with Ascensus.
Perform other assigned duties and responsibilities.
Follow regulatory and policy compliance requirements, including BSA, OFAC, AML, Identity Theft Red Flags, and other compliance policies.
Maintain confidentiality regarding non-public information about members and the Credit Union.