Member Experience Representative

Oklahoma's Credit Union•Oklahoma City, OK

16h•Onsite

About The Position

Oklahoma's Credit Union (OKCU) is seeking a Member Experience Representative to join their team. This role involves providing outstanding member service, assisting members with credit union products and services, and handling various financial transactions. The position offers a comprehensive training program, a robust benefits package, and a supportive work environment focused on community and member well-being. OKCU has been serving Oklahomans for over 60 years, with over $600 million in assets and more than 145 employees, serving over 47,000 members across more than 91 locations in Oklahoma and over 5,000 nationwide.

Requirements

Customer service experience
Ability to understand and actively assist members in using credit union products and services.
Ability to receive checking and savings deposits, verify cash and endorsements, receive proper identification for cash back and issue receipts.
Ability to examine checks deposited and determine proper funds availability based on regulation requirements and complete hold notices.
Ability to process savings withdrawals and cash checks, verifying endorsement, receiving proper identification and ensuring validity.
Ability to answer basic member inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and member privacy policies.
Ability to issue personal money orders and cashier’s checks, and cash out US Savings Bonds.
Ability to accept loan payments, verify payment amount and loan status, and issue receipts.
Ability to buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Ability to maintain and regularly balance cash and other negotiable instruments, and ensure teller station is properly supplied.
Ability to refer members to the proper department for issues that cannot be resolved at the teller line.
Ability to refer additional credit union products as appropriate.
Ability to perform routine support functions as assigned; including verifications, scanning, filing, reports, and returned mail.
Ability to ensure confidentiality regarding member transactions and information.
Ability to ensure actions are compliant with all credit union policies and procedures.

Nice To Haves

Multi-lingual capabilities in Spanish

Responsibilities

Provide outstanding member service and contribute to overall team effort.
Fully understand and actively assist members in using credit union products and services.
Receive checking and savings deposits - verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit.
Examine checks deposited and determine proper funds availability based on regulation requirements and complete hold notices.
Process savings withdrawals; cash checks - verify endorsement, receive proper identification and ensure validity.
Answer basic member inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and member privacy policies.
Issue personal money orders and cashier’s checks, and cash out US Savings Bonds.
Accept loan payments - verify payment amount and loan status, issue receipts.
Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded.
Maintain and regularly balance cash and other negotiable instruments, ensure teller station is properly supplied.
Refer members to the proper department for issues that cannot be resolved at the teller line.
Refer additional credit union products as appropriate.
Perform routine support functions as assigned; including verifications, scanning, filing, reports, and returned mail.
Ensure confidentiality regarding member transactions and information.
Ensure actions are compliant with all credit union policies and procedures.