Member Experience 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

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