Member Experience Officer
About The Position
Oklahoma's Credit Union (OKCU) is seeking a Member Experience Officer to join their team. OKCU has a long history of helping Oklahomans achieve economic independence through responsible saving and borrowing. The credit union has over 600 million dollars in assets and employs over 145 people, serving over 47,000 members with benefits like low fees, higher deposit rates, and low loan rates. OKCU offers a comprehensive training program, a robust benefits package, and a fun work environment. The ideal candidate will be passionate about helping their community, improving processes, being accountable, assisting members with their financial goals, and working in a positive environment. OKCU prioritizes people over profits.
Requirements
- Customer service experience
Responsibilities
- Provide outstanding member service and contribute to overall team effort.
- Fully understand and actively assist members in using credit union products and services.
- Process and service all types of secured and unsecured consumer loans and related products, open new accounts.
- Interview members to obtain all personal and financial data needed to complete loan applications in person, by phone, via Internet, or through indirect channels.
- Analyze member applications regarding financial status, credit history, debt ratios, collateral or other information; make recommendations for loan decisions.
- Council members on financial issues when appropriate.
- Refer credit union products and services; analyze potential lending opportunities in each situation to further assist members and increase the credit union loan portfolio.
- Disburse loans and complete documentation accurately and efficiently.
- Track applications approved, booked, denied; actively follow up on pending applications.
- Collect delinquent accounts on a daily basis, determine reasons for delinquency and develop a plan with members to bring accounts up-to-date.
- Meet individual goals and work to meet branch and credit union goals.
- Support the credit union's strong relationship banking culture through on-going customer contact, quality member service and superior product knowledge.
- Perform routine transactions, including deposits, withdrawals, transfers, payments, account maintenance, cashier's checks and money orders.
- Maintain and regularly balance cash and other negotiable instruments.
- Ensure confidentiality regarding member transactions and information.
- Ensure compliance 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 of 3%, plus additional profit-sharing match of 3-7%
- 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
Mid Level
Education Level
No Education Listed
