Member Relationship Specialist

Oklahoma Central Credit Union • Tulsa, OK

4d • Onsite

About The Position

The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. In your role as Member Relationship Specialist at our Centennial branch, you'll provide members with exceptional service and will be responsible for introducing members to new products, services, and consumer loans. You will open new accounts as well as maintain existing accounts and process member transactions.

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

• Previous knowledge of XP2
• Working knowledge of regulations relating to all Credit Union deposit products and loans
• Excellent interpersonal skills as well as member service skills
• Ability to identify areas of opportunity to cross-sell products and services to members
• General math aptitude
• Well-organized 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 related business equipment

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

Benefits

• Competitive pay
• Work-life balance
• 401 (k) retirement plan
• Best-in-class healthcare coverage
• Generous PTO and federal holidays
• Community Service - up to 40 hours of paid volunteer time off

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED