Member Services Specialist

WeStreet Credit Union•Pryor Creek, OK

10d

About The Position

This role involves embodying the Credit Union's core values and using consultative selling techniques to analyze and provide solutions for members' financial needs. The specialist will meet and exceed sales goals, open new accounts, and stay informed about all products, services, and regulatory requirements. Responsibilities include processing transactions, making outbound sales calls, representing the credit union at community events, and maintaining a professional image. Compliance with applicable laws and regulations is also a key aspect of this position.

Requirements

Experience with reading, understanding, and interpreting credit reports.
Compliance with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Nice To Haves

Experience with consumer lending products (including home equity).

Responsibilities

Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
Meet and/or exceed sales goals as established by the branch management.
Open new membership accounts and business accounts. Make member directed modifications to accounts.
Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members.
Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
Process member paying and receiving transactions.
Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
Complete other projects and/or responsibilities as added at manager's discretion.
Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.