(FT) Member Specialist (Universal Teller) - Bilingual Preferred

Allegiance Credit UnionOklahoma City, OK
4d

About The Position

Full-Time Member Specialist - FLOATING POSITION Bilingual Preferred: Spanish/English Monday - Friday: 7:15 a.m. - 6:15 p.m. (8-hour shift within time-frame) Saturdays: 8:45 a.m. - 1:15 p.m. MILEAGE REIMBURSEMENT Role: To assist members with their financial transactions and account related inquiries. Attendance is an essential function of performing the duties of this job.

Nice To Haves

  • Bilingual: Spanish/English

Responsibilities

  • Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and VISA gift cards to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.
  • Conducts new account functions, including share, share draft, IRAs and certificates; explains various account and ownership options, providing the necessary counseling to meet member's needs and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms.
  • Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
  • Cross-sells credit union services.
  • Other duties as assigned.
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