Member Experience Specialist

Self-Help Credit Union; Mangum (OK); On-site; USD 28,000 - 36,000; Full time

Job summary

Self-Help Credit Union in Oklahoma is seeking a Member Service Representative to join our team. You will initiate conversations to identify member needs, maintain account relationships, and process deposits, payments, and transfers while upholding security and accuracy.

The role requires a High School diploma, one year in financial services, and optional bilingual English/Spanish. You may travel for events; weekend availability may be required.

Qualifications

• High School graduate or equivalent.
• Bilingual English/Spanish highly preferred but not required.
• Minimum one year experience in financial institution or other customer service industry preferred.
• Prior cash handling and customer service responsibilities preferred.
• Preference for working in organizations that place priority on teamwork and collaboration.
• Strong commitment to our mission – creating economic opportunity for traditionally underserved communities.

Responsibilities

• Initiate and lead conversations to identify and assess member needs.
• Maintain and enhance member account relationships by providing excellent member service.
• Process share deposit payments, loan payments, manual payrolls, and account transfers.
• Disburse cash and check withdrawals.
• Complete member transactions accurately and timely within prescribed limits and guidelines or seek approval for exceptions.
• Open new membership accounts and assess for accuracy and compliance
• Research and address member inquiries about credit union services and accounts.
• Perform account maintenance as authorized.
• Promote credit union products and services.
• Maintain base knowledge of consumer and mortgage loans in order to effectively refer loan products to the consumer and mortgage loan departments. Perform outbound calls to members as needed.
• Achieve individual and branch growth goals.
• Identify solutions in support of member needs.
• Observe all security/internal controls and be proactive in protecting the credit union by identifying fraudulent or forged documentation and/or activity.
• Serves as back up to MSR II responsibilities, when needed.
• Travel to local events as needed, weekends may be required.

Skills

Bilingual English/Spanish

Customer service

Cash handling

Attention to detail

Communication skills

Education

High School diploma or equivalent

Tools

New Solutions

Microsoft Excel

Microsoft Word

Outlook

Job description

Self-Help Credit Union in Oklahoma is seeking a Member Service Representative to join our team. You will initiate conversations to identify member needs, maintain account relationships, and process deposits, payments, and transfers while upholding security and accuracy.

The role requires a High School diploma, one year in financial services, and optional bilingual English/Spanish. You may travel for events; weekend availability may be required.