Member Relationship & Lending Specialist

Oklahoma Central Credit Union; Broken Arrow (OK); On-site; USD 36,000 - 48,000; Full time

Benefits offered by this job

401(k) retirement plan

Best-in-class healthcare coverage

Generous PTO and federal holidays

Volunteer time off (up to 40 hours)

Job summary

Oklahoma Central Credit Union in Broken Arrow seeks a Member Relationship Specialist to provide exceptional member service, open new accounts, and support loan products. This role involves handling deposits, withdrawals, and daily cash functions while building lasting member relationships.

You will cross-sell credit union products, balance daily transactions, and maintain confidentiality. Strong communication and relationship-building skills are essential for success.

Qualifications

• High school diploma, GED or higher.
• One or more years of similar experience in a financial institution.
• One or more years of customer service and/or sales experience; cross-selling products or services while maintaining productivity goals.

Responsibilities

• Interact with members and potential members to provide accurate and exceptional member service.
• Identify and resolve member service, loan and deposit account issues.
• Perform financial services to include originating loans, opening new accounts, IRAs, CDs, credit cards etc.
• Cross-sell credit union products and services based on member needs.
• Balance daily transactions and assist in cash, merchandise, vault, recycler and ATM functions. Ensure appropriate records are maintained and required reports are prepared in timely manner.
• Contribute to branch and credit union’s goals and objectives.
• Handle member transactions such as deposits, withdrawals, money transfers etc.
• Regularly communicate with members by placing outbound sales calls to advise of products and services that are beneficial to their financial well-being while further developing and deepening rapports.
• Maintain confidentiality and appropriately handle sensitive information.

Skills

Friendly demeanor

Strong communicator

Relationship building

Detail oriented

Education

High school diploma or GED

Tools

Microsoft Office

XP2

Job description

Oklahoma Central Credit Union in Broken Arrow seeks a Member Relationship Specialist to provide exceptional member service, open new accounts, and support loan products. This role involves handling deposits, withdrawals, and daily cash functions while building lasting member relationships.

You will cross-sell credit union products, balance daily transactions, and maintain confidentiality. Strong communication and relationship-building skills are essential for success.