Member Relationship Specialist

Oklahoma Central Credit Union•Tulsa, OK

2h•Onsite

About The Position

The Member Relationship Specialist at Oklahoma Central Credit Union's Sheridan South branch is responsible for providing exceptional service to members. This role involves introducing members to new products, services, and consumer loans, as well as opening and maintaining accounts and processing member transactions. The mission of Oklahoma Central Credit Union is to positively impact the lives of its employees, members, and the communities it serves.

Requirements

High school diploma, GED or higher
One or more years of similar experience in a financial institution
One or more years of customer service and/or sales experience; cross-selling products or services while maintaining productivity goals

Nice To Haves

Knowledge of XP2
Experience identifying areas of opportunity to cross-sell products and services to members

Responsibilities

Interact with members and potential members to provide accurate and exceptional member service
Identify and resolve member service, loan and deposit account issues
Perform financial services to include originating loans, opening new accounts, IRAs, CDs, credit cards etc.
Cross-sell credit union products and services based on member needs
Balance daily transactions and assist in cash, merchandise, vault, recycler and ATM functions. Ensure appropriate records are maintained and required reports are prepared in timely manner
Contribute to branch and credit union’s goals and objectives
Handle member transactions such as deposits, withdrawals, money transfers etc.
Regularly communicate with members by placing outbound sales calls to advise of products and services that are beneficial to their financial well-being while further developing and deepening rapports
Maintain confidentiality and appropriately handle sensitive information