Member Service Specialist - Main Branch

WeStreet Credit Union•Tulsa, OK

About The Position

The Member Service Specialist is the face of WeStreet Credit Union to its members. The role introduces members to products, services, and consumer loans, performs paying and receiving transactions, and provides service and maintenance for existing accounts. The specialist uses consultative selling to identify financial needs, offer solutions, and make referrals to specialized credit union teams. This position also opens membership and business accounts, supports account changes, and may represent the credit union at community events and local businesses. The successful candidate demonstrates the credit union’s values of Trust, Integrity, Teamwork, and Making a Difference; maintains knowledge of consumer and small-business deposit accounts and their regulatory requirements; and understands consumer lending products, including home equity loans, and credit reports. The role requires a professional image, the ability to work under pressure and meet deadlines, and compliance with applicable laws and regulations.

Requirements

High school diploma or GED.
At least two years of retail sales and/or customer service experience.
Bilingual skills are required.
Motivated, self-starting approach.
Experience meeting productivity goals while maintaining service quality, attention to detail, and effective cross-selling of credit union financial products.
Ability to cross-sell credit union products and services to members and potential members.
Excellent communication, customer service, and interpersonal skills.
Ability to represent WeStreet professionally and tactfully when interacting with members.
Strong attention to detail.
Ability to follow up on and respond to common member inquiries and issues.
Ability to apply mathematical concepts in practical situations.
Ability to use a computer keyboard and ten-key machine.

Nice To Haves

Financial services experience preferred.
Previous teller, member service specialist, and/or personal banker experience.

Responsibilities

Embody the credit union’s core values of Trust, Integrity, Teamwork, and Making a Difference in daily work.
Use consultative selling techniques to assess members’ financial needs, provide solutions, and make referrals to specialized credit union areas.
Make outbound sales calls to inform members about financial services that meet their needs and strengthen their relationship with the credit union.
Open new membership and business accounts, make member-directed account modifications, and perform paying and receiving transactions.
Represent the credit union at community events and be available to local businesses when requested.
Maintain strong knowledge of consumer and small-business deposit accounts, including compliance and regulatory requirements.
Maintain strong knowledge of consumer lending products, including home equity, and read, understand, and interpret credit reports.
Present a professional image in dress, speech, behavior, and attitude.
Work effectively under pressure and meet expected deadlines.
Complete other projects and responsibilities assigned at the manager’s discretion.
Comply with applicable laws and regulations, including OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.