Member CARE Rep III

WeStreet Federal Credit Union / dba WeStreet Federal Credit Union / TUFCU; Tulsa (OK); On-site; USD 32,000 - 46,000; Full time

Job summary

WeStreet Federal Credit Union in Tulsa, Oklahoma, is seeking a detail-oriented member service professional to open new accounts, respond to member inquiries, and process loans by phone or online. You will apply consultative selling to identify financial needs, make referrals to specialists, and mentor peers while ensuring accuracy and compliance with BSA, Patriot Act, OFAC.

This full-time role requires at least 3 years of related experience and a high school diploma or better, with a strong

Qualifications

• High School diploma or better.
• 3 years related work experience in a professional business environment, with financial institution experience preferred.
• Knowledge of banking regulations and compliance.

Responsibilities

• Open new membership accounts and modify existing accounts per member requests.
• Analyze member financial needs and refer sales opportunities to specialized areas based on needs.
• Process loan applications and related transactions by phone or online.
• Answer inquiries about accounts, balances, transfers, wires, checks, and debit/ATM cards.
• Ensure compliance with BSA, Patriot Act, OFAC and related regulations.
• Mentor peers and maintain performance goals and quality measurements.
• Handle escalated calls and follow-ups as required.

Skills

Detail Oriented

Team Player

Thought Provoking

Excellent Communication

Education

High School or better

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

Behaviors

Thought Provoking

Capable of making others think deeply on a subject

Detail Oriented

Capable of carrying out a given task with all details necessary to get the task done well

Team Player

Works well as a member of a group

Education

High School or better.

Experience

3 years

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

Equal Opportunity Employer
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