Member Service Specialist - Main Branch
WeStreet Federal Credit Union
- Location
- Tulsa, OK
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 28
- 2 days ago
Career path
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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.
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
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