Member Experience & Solutions Consultant

Truity Credit Union; Bartlesville (OK); On-site; USD 35,000 - 45,000; Full time

Job summary

Truity Credit Union in Bartlesville, OK, seeks a Full-Time Contact Center Member Consultant. In this role, you will provide exceptional service to members by resolving inquiries and suggesting appropriate credit union solutions. The ideal candidate has strong communication skills and an understanding of the financial products we offer.

You are expected to maintain member confidentiality and adhere to compliance regulations. Join our team at Truity and help us enhance our members' experiences!

Qualifications

• 1-3 years of customer service experience, preferably in a Credit Union setting.
• Ability to manage customer inquiries while providing great service.
• Knowledge of electronic banking services and troubleshooting.

Responsibilities

• Provide exceptional service to members via multiple channels.
• Assist with fraud and identity theft cases as necessary.
• Conduct transactions, including opening accounts and wire transfers.

Skills

Credit Union products and services

Consumer Lending loan products

IRA, HSA, and Trusts

Visa Cards

Microsoft Office Suite

Strong verbal and written communication

Ability to solve practical problems

Education

High school degree or equivalent

Tools

QuickAssist

Ascensus

Ipay

Check Review

Banno People

Auto Pilot

Job description

Truity Credit Union in Bartlesville, OK, seeks a Full-Time Contact Center Member Consultant. In this role, you will provide exceptional service to members by resolving inquiries and suggesting appropriate credit union solutions. The ideal candidate has strong communication skills and an understanding of the financial products we offer.

You are expected to maintain member confidentiality and adhere to compliance regulations. Join our team at Truity and help us enhance our members' experiences!