Bilingual Member CARE Rep III

WeStreet; Tulsa (OK); Hybrid; USD 32,000 - 52,000; Full time

Job summary

WeStreet in Tulsa, OK seeks a customer-focused financial services representative to open new membership accounts, analyze members’ financial needs, and provide tailored solutions. The role involves handling loans, IRAs, CDs, and various banking products while actively pursuing sales referrals to appropriate specialists.

You will mentor peers, ensure accuracy, and address member inquiries with professionalism.

Qualifications

• High School or better.
• 3 years related work experience in a professional business environment, financial institution experience preferred.
• Equal Opportunity Employer;Know Your Rights information provided.

Responsibilities

• Open new membership accounts and make member-directed modifications.
• Analyze members' financial needs and provide solutions with referrals to specialists.
• Process loan applications including signature, vehicle, and credit card loans, by online or phone.
• Answer questions on IRAs, Certificates, and Trust Funds.
• Stay updated on consumer lending products including equity loans.
• Make outbound sales calls to inform members about financial services.
• Mentor peers and ensure accuracy; check peers' work and provide feedback.
• Handle escalations, meet performance goals, and comply with laws including BSA/Patriot Act.

Skills

Customer service

Financial needs analysis

Consultative selling

Communication

Education

High School or equivalent

Job description

• Open new membership accounts. Make member directed modifications to accounts.
• 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.
• Process signature, vehicle, and credit card loan applications via online avenue or over the phone
• Address questions related to IRAs, Certificates and Trust Funds
• Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports.
• 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.
• Demonstrate progressive job knowledge with the ability to successfully mentor peers.
• Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner.
• Handle escalated calls and follow-ups as required.
• Achieve and maintain all required performance goals and quality measurements.
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
• Performs other duties as assigned.
• Answer phone calls in a timely and professional manner.
• Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing.

Qualifications

Education

Required

High School or better.

Experience

Preferred

3 years:

Related work experience required in a professional business environment, with financial institution experience preferred.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.