Member Experience & Financial Solutions Advisor

Westreet credit union; Tulsa (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

WeStreet Credit Union in Tulsa, OK is seeking a Member Service Specialist to be the face of the credit union for members. You will introduce members to new products and services, perform transactions, and maintain accounts with accuracy and a service mindset.

You will use consultative selling, open new member and business accounts, and participate in community events. The role requires strong communication, attention to detail, and the ability to work well under pressure while upholding our

Qualifications

• High school diploma or GED.
• Minimum 2+ years retail sales or customer service experience.
• Previous teller and member service specialist and/or personal banker experience.

Responsibilities

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
• Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need.
• 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.
• Open new membership accounts and business accounts. Make member directed modifications to accounts and perform paying and receiving transactions on members account.
• When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
• Have strong knowledge of consumer and small business deposit accounts including compliance and regulatory requirements.
• Have strong knowledge of consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
• Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
• Work well under pressure and meet deadlines as expected.
• Complete other projects and/or responsibilities as added at manager's discretion.
• Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Education

High school diploma or GED

Tools

Ten-key machine

Computer keyboard proficiency

Job description

WeStreet Credit Union in Tulsa, OK is seeking a Member Service Specialist to be the face of the credit union for members. You will introduce members to new products and services, perform transactions, and maintain accounts with accuracy and a service mindset.

You will use consultative selling, open new member and business accounts, and participate in community events. The role requires strong communication, attention to detail, and the ability to work well under pressure while upholding our