Member Experience Advisor

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

Job summary

Truity Credit Union in Bartlesville, OK is seeking a dedicated member service associate to build strong relationships with our members. You will assist with deposit-related transactions, assess needs, and guide customers through lending options with care and accuracy.

As part of a cross-functional team, you will use digital tools to streamline routine tasks while maintaining a personal touch that protects member trust. Prior banking experience is helpful, but a willingness to learn matters most.

Qualifications

• Knowledge of banking operations, member services, and compliance requirements.
• Ability to explain products and resolve member inquiries.
• Experience with loan processing and account management preferred.

Responsibilities

• Listen and respond to member inquiries with exceptional service.
• Originate, evaluate, authorize, and process consumer loans.
• Assist in in-lobby and lending activities for members.
• Process transactions and manage account openings and closings.
• Advise on mortgage inquiries and dispute resolution.
• Ensure security measures and perform opening/closing duties daily.
• Support fraud prevention, notaries, and community outreach.

Skills

Modern office equipment

Credit Union products & services

Member service proficiency

Regulatory knowledge

Education

High school diploma

Job description

Truity Credit Union in Bartlesville, OK is seeking a dedicated member service associate to build strong relationships with our members. You will assist with deposit-related transactions, assess needs, and guide customers through lending options with care and accuracy.

As part of a cross-functional team, you will use digital tools to streamline routine tasks while maintaining a personal touch that protects member trust. Prior banking experience is helpful, but a willingness to learn matters most.