Member Service Specialist - Main Branch

WeStreet Federal Credit Union

Tulsa, OKOn-siteFull time
With an account: save jobs, track applications, build tailored resumesAlready have an account? Log in
Location
Tulsa, OK
Work style
On-site
Job type
Full time
Posted
Oct 28
2 days ago
Career path

See where this role leads

Jigup maps the next three moves from a job like this one, with the titles and the skills each step asks for.

Create an account

About the company

WeStreet Federal Credit Union

Banking · 201 to 500 employees

Our credit union is rich in history, loyal membership, and community presence. Behind the scenes, we’re an impactful alliance of sound business practices, visionaries, innovation, and sustainability. We are eager to be partners with upwardly mobile individuals willing to exercise our core values, demonstrate initiative, and further personal and professional goals. We are upholding our good , on the road to our great , and seeking the best people to join our journey.

WeStreet Federal Credit Union on LinkedIn

What you'll do

  • Use consultative selling techniques to analyze members' financial needs and provide solutions
  • Make sales referrals to specialized areas of the credit union
  • Make outbound sales calls about financial services solutions
  • Open new membership and business accounts
  • Make member-directed account modifications and perform paying and receiving transactions
  • Represent the credit union at community events when needed

What you need

  • High school diploma or GED
  • Minimum of two+ years retail sales and/or customer service experience
  • Bilingual skills required
  • Experience meeting productivity goals while maintaining service, attention to detail and cross-selling
  • Previous teller and member service specialist and/or personal banker experience
  • Financial services experience (preferred)

Key skills

Bilingual skillsCross-sellCommunicationCustomer serviceInterpersonal skillsAttention to detailMathematical conceptsComputer keyboardTen-key machine

Keywords for your resumePro

The words this employer's screening is likely to look for.

This job lists resume keywords

The terms this posting uses, pulled out so you can mirror them in your resume. Jigup Pro members see the list on the job board.

Create an account

See full description on company page, apply now

Read the full posting here
Welcome! We are excited that you are interested in a career with WeStreet Credit Union. Our credit union is rich in history, loyal membership, and community presence. Behind the scenes, we’re an impactful alliance of sound business practices, visionaries, innovation, and sustainability. We are eager to be partners with upwardly mobile individuals willing to exercise our core values, demonstrate initiative, and further personal and professional goals. We are upholding our good , on the road to our great , and seeking the best people to join our journey. If you’re ready to push our good, drive our great, and be your best, allow us to present you with an opportunity. The Member Service Specialist is the face of the credit union to our members. This role is responsible for introducing members to new products, services and consumer loans and performing paying and receiving transactions, service and maintenance on existing accounts. PRIMARY RESPONSIBILITIES Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity. Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need. 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. Open new membership accounts and business accounts. Make member directed modifications to accounts and perform paying and receiving transactions on members account. When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so. Have strong knowledge of consumer and small business deposit accounts including compliance and regulatory requirements. Have strong knowledge of consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports. Present a professional image in dress, speech, behavior, and attitude to create a positive first impression. Work well under pressure and meet deadlines as expected. 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. To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. EDUCATION AND EXPERIENCE High school diploma or GED. Must be a motivated, self-starter. Experience meeting productivity goals while maintaining a passion for service, attention to detail, and effectively cross-selling credit union financial products. Must have a minimum of two+ years retail sales and/or customer service experience. Financial services experience preferred. Previous teller and member service specialist and/or personal banker experience. Bilingual skills required SKILLS AND COMPETENCIES Able to cross-sell members and potential members on credit union products and services. Excellent communication, customer service, and interpersonal skills. Able to demonstrate tact and professionalism in representing WeStreet with members. Strong attention to detail. Effectively follow-up and respond to common inquiries and issues from members. Ability to work with mathematical concepts in practical situations. Ability to use a computer keyboard and ten-key machine.

More entry level jobs in Tulsa, OK

All jobs in Tulsa, OK

Ready to apply?

Create an account to save jobs, track applications, and build tailored resumes.

Create an account