Member Experience Associate
About The Position
Oklahoma's Credit Union (OKCU) is seeking a Member Experience Associate to join their phone center team at the Capitol Branch. This role is crucial in providing outstanding member service and assisting members with a wide range of credit union products and services. The associate will handle inquiries and requests via phone, live chat, and email, including account management, remote access troubleshooting, and problem resolution. The position involves ensuring compliance with all policies, regulations, and privacy standards, as well as reviewing various reports and assisting with administrative tasks. OKCU emphasizes a community-focused approach, putting people first, and offers a comprehensive training program and a robust benefits package.
Requirements
- High school diploma or equivalent.
- Six months of customer service experience.
Nice To Haves
- Experience in a call center environment is preferred.
- Multi-lingual capabilities to include Spanish are a plus.
Responsibilities
- Provide outstanding member service and contribute to overall team effort.
- Fully understand and actively assist members in using credit union products and services.
- Assist members on the phone, in live chat or by email with general account inquiries and credit union information.
- Assist members with account-related requests and research, such as funds transfers, stop payments, inquiries about credit union deposit products and service charges, debit card usage and limits, accounts transactions, funds availability, and check verification requests by third parties.
- Troubleshoot member remote access channels and assist members with online banking, bill pay, and mobile deposit.
- Research and resolve member problems, acting as the member liaison between other departments when necessary.
- Answer basic member inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and member privacy policies.
- Perform member requested research, including printing statements and check copies; send documents to members to obtain signatures via secure email.
- Review daily, weekly and monthly reports as assigned; including money on deposit, inactive accounts, zero balance loans, large check deposits and referral reports.
- Assist Credit Union Shared Branches with Currency Transaction Reports, submit verifications of insurance, distribute incoming faxes, and review returned mail.
- Ensure confidentiality regarding member transactions and information.
- Ensure actions are compliant with all credit union policies and procedures.
Benefits
- Employee medical coverage 90% paid by OKCU
- Employee dental, vision and life insurance paid by OKCU
- Tuition reimbursement program
- 401(k) contribution match of up to 3%
- Additional profit-sharing match of 3%
- Volunteer opportunities to serve the community
- Gym membership reimbursement
- Comprehensive training opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
