Full-Time Contact Center Member Consultant

truitycu; Bartlesville (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

Truity Credit Union in Bartlesville, OK is seeking a Member Service Representative to provide unsurpassed service experiences, resolve member questions, and process transactions via phone, email, and digital banking channels. You will help with account openings, basic lending inquiries, and daily member interactions.

The role emphasizes accuracy, confidentiality, and compliance training, with opportunities to assist Spanish-speaking members when applicable and to contribute to community banking

Qualifications

• Minimum 1–3 years of similar or related experience, including preparatory experience.
• High school diploma or equivalent required.
• Compliance training and confidentiality practices essential.

Responsibilities

• Provide member service via phone, chat, email, and digital channels.
• Assist with fraud/identity theft disputes and card/account issues.
• Open personal and specialized accounts and perform routine transfers.
• Document member interactions in the CRM for quality service.

Skills

Customer service

Communication

Digital banking

Multitasking

Spanish support (optional)

Education

High school diploma or equivalent

Tools

Symitar

CRM tools

Job description

PRIMARY PURPOSE

Our culture is not just a poster in the hallway; it is a guiding principle we live by each and every day, one we carry forward even as our work changes around us. Non-stop change is part of our path, and we meet it by simplifying, not just doing more.

That means this role is expected to accept and adopt High Tech, High Touch practices using artificial intelligence and other digital tools to simplify outdated, low-value work so technology handles the routine, freeing us to stay present for what only a person can do: building relationships, solving complex problems, and responding with genuine care. Digital tools don’t replace those relationships; they remove the barriers that get in their way.

Central to this commitment is our cross-functional employee team, known as our "Culture Crew", dedicated to fostering community through engaging activities, reinforcing our cultural values, and ensuring their continuous integration into our daily operations. We define our culture according to our cultural pillars of:

• Membership Centric
• People Focused
• One Team
• Personal Achievement
• Innovation

JOB SUMMARY

This position must provide unsurpassed service experiences and build member relationships by effectively suggesting appropriate Credit Union solutions while answering member questions, resolving issues, and conducting transactions by telephone, fax, email, mail, digital banking messaging, or other electronic means. Must possess analytical and technical skills to address questions and issues related to electronic services.

ESSENTIAL FUNCTIONS

May include any and/or all of the following:

1. Be prompt, ready, and logged in to assist members at your appropriate scheduled time, i.e., arrival time, breaks, and lunches.
2. Have a good working knowledge of our products and services and the benefits they provide.
3. Be prompt to respond to members within the expected time frames for chat, digital banking messages, email, and call backs.
4. With the intention of every member, every time, every day offer products and services that benefit and enhance members lives, in addition to meeting the strategic goals.
5. Utilize skills to effectively manage call length, speed of answer, and daily volumes.
6. Actively listen and respond to member inquiries, suggestions, requests and concerns while providing exceptional service.
7. Analyze and decision waiving of penalties and fees within approved limits ($50).
8. Manage and complete actions needed for fraud/identity theft/disputes related to cards, checks, ACH and account takeover. Complete documentation, working with member to determine extent of situation and action steps to take to correct/minimize loss and risk to both the member and the credit union.
9. Successfully maintain knowledge and utilization of software applications, such as QuickAssist, Ascensus, Ipay, Check Review, Banno People, Auto Pilot, etc. to provide quick and efficient service to members.
10. Adhere to the clean desk policy to secure member information and follow opening and closing procedures.
11. In the appropriate time frame, successfully complete all applicable compliance training and testing.
12. When appropriate, participate in business development activities including community partner relations.
13. Assist Spanish-speaking members when applicable.
14. Perform member service duties as needed to serve member needs, including opening personal accounts and specialized accounts, such as IRA’s, Trusts, etc. Preform member inquire research, wire transfers, and other transactions.
15. Stay up-to-date on product and service changes as well as troubleshooting solutions for digital services.
16. Remain informed, alert, and vigilant as it relates to fraud and/or scam activity.
17. Key relevant member activity and interactions into Symitar Notes to consistently provide a better member experience from all employees interacting with the member.
18. Follow procedures to process returned mail, i.e., updating addresses with appropriate verification and reaching out to members for address verification.
19. Take loan applications as appropriate and provide payoff information when requested.
20. Perform all other duties as assigned.

KNOWLEDGE, SKILLS, ABILITIES AND PERSONAL CHARACTERISTICS

• Knowledge of:
• Credit Union products and services
• Consumer Lending loan products
• IRA, HSA, and Trusts
• Visa Cards
• Microsoft Office Suite
• Technology and various software programs
• Ability to:
• Maintain accuracy
• Carry out Credit Union mission, philosophies, values, and practices
• Solve practical problems and deal with variables in situations
• Multitask and make decisions in a fast-paced environment
• Organize and prioritize to make deadlines
• Open and close a call with warmth and professionalism
• Ability to communicate effectively and efficiently in a timely manner
• Ability to successfully communicate the benefit of products/services
• Speak with confidence and clarity
• Adapt professional style to the needs of the members
• Maintain confidentiality and professionalism
• Skill in:
• Strong verbal and written communication
• The ability to serve members through digital banking messages, e-mail, and live chat forums
• Participate in a productive team environment

QUALIFICATIONS

Critical Development Experiences:

Pursue opportunities for professional growth and development through training, education, and self-study

Successfully complete all applicable compliance training and testing

Education and experience equivalent to:

A minimum of one year up to three years of similar or related experience, including preparatory experience

A high school degree or equivalent

REQUIREMENTS

Regular attendance and timeliness are essential functions of this position. While performing this job, the employee is regularly required to sit or stand for a significant period of time and perform functions that require manual dexterity. The employee must occasionally reach above or below normal body position, stoop or bend, and carry, lift or move objects weighing up to 25 pounds. A normal range of hearing, vision, and speech are required to effectively work with co-employees and members.

REGULATORY COMPLIANCE & CONFIDENTIALITY

Follows regulatory and policy compliance requirements, which include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, Identity Theft Red Flags and other compliance related Policies. This position also requires maintaining confidentiality with regard to non-public information about our members and the Credit Union.

This job description should not be interpreted as all inclusive. It is intended to identify the duties, responsibilities and requirements of this job. Incumbents may be requested to perform job-related responsibilities and tasks other than those stated in this description. Any physical demand of essential function or requirement of this position will be evaluated as necessary should an incumbent/applicant be unable to perform the function or requirement due to a disability as defined by the Americans with Disabilities Act (ADA). Reasonable accommodation for the specific disability will be made for the incumbent/applicant when possible.

Equal opportunity employer as to all protected groups, including protected veterans and individuals with disabilities.

If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process or are limited in the ability or unable to access or use this online application process and need an alternative method for applying, you may contact 918.336.7662 or [e-mail] for assistance. You may also contact us at that same number and email, if you would like to see a copy of our Affirative Action Plan.