(FT) Member Specialist (Universal Teller) - Bilingual Preferred** Oklahoma City, OK

Kaizen Lab Inc.; Oklahoma City (OK); On-site; USD 30,000 - 40,000; Full time

Job summary

Kaizen Lab Inc. is seeking a Full-Time Member Specialist to assist members with financial transactions and account inquiries. The role includes processing transactions, handling new account functions, and ensuring compliance with documentation. This position emphasizes customer service and attendance, with a preference for bilingual candidates in Spanish and English.

Benefits

Mileage Reimbursement

Qualifications

• Bilingual preferred in Spanish and English.
• Experience in customer service or financial services is advantageous.

Responsibilities

• Processes member financial transactions including deposits and withdrawals.
• Conducts new account functions and explains various account options.
• Prepares and reviews account documentation.

Skills

Bilingual (Spanish/English)

Customer Service

Cash Handling

Job description

***A completed application is required for consideration of employment.***

Full-Time Member Specialist - FLOATING POSITION

Bilingual Preferred: Spanish/English

Monday - Friday: 8:00 a.m. - 5:00 p.m. (shift time may vary)

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.

Essential Functions & Responsibilities:

• 60% - 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.
• 20% - Conducts new account functions, including share, share draft, IRAs, and certificates; explains various account and ownership options, providing necessary counseling to meet members' needs, and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms.
• 10% - Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
• 5% - Cross-sells credit union services.
• 5% - Other duties as assigned.