Member Relationship Specialist

Oklahoma Central Credit Union•Broken Arrow, OK

11h•Onsite

About The Position

As a Member Relationship Specialist at the Broken Arrow branch of Oklahoma Central Credit Union, you will provide exceptional service to members and prospective members. You will introduce members to relevant products, services, and consumer loans; open new accounts; maintain existing accounts; and process transactions. The role also involves resolving account and service issues, balancing daily transactions, supporting branch operations, and developing member relationships through outbound calls. External candidates may be eligible for a sign-on bonus of up to $2,000, depending on experience.

Requirements

High school diploma, GED, or higher.
At least one year of similar experience in a financial institution.
At least one year of customer service and/or sales experience, including cross-selling products or services while maintaining productivity goals.
Friendly, communicative approach and enjoyment of helping people.
Ability to build and maintain positive long-term relationships and to lead and influence others.
Detail-oriented, focused approach and ability to juggle multiple tasks.

Nice To Haves

Previous knowledge of XP2.
Working knowledge of regulations relating to credit union deposit products and loans.
Excellent interpersonal and member service skills.
Ability to identify opportunities to cross-sell products and services to members.
General math aptitude.
Strong organization and attention to detail.
Ability to consistently follow up with members.
Strong computer skills, including proficiency in Microsoft Office products.
Ability to operate related computer applications and business equipment.

Responsibilities

Interact with members and prospective members to provide accurate, exceptional service.
Identify and resolve member service, loan, and deposit account issues.
Originate loans and open financial products and accounts, including IRAs, CDs, and credit cards.
Cross-sell credit union products and services based on members’ needs.
Balance daily transactions and assist with cash, merchandise, vault, recycler, and ATM functions; maintain records and prepare required reports in a timely manner.
Contribute to branch and credit union goals and objectives.
Process member transactions, including deposits, withdrawals, and money transfers.
Place outbound sales calls to advise members about beneficial products and services and develop member relationships.
Maintain confidentiality and appropriately handle sensitive information.