Member Relationship Specialist

Socket.dev; Collinsville (OK); On-site; USD 35,000 - 49,000; Full time

Benefits offered by this job

Competitive pay

Work-life balance

401 (k) retirement plan

Healthcare coverage

Generous PTO and holidays

Volunteer time off

Job summary

Oklahoma Central Credit Union in Owasso is seeking a Member Relationship Specialist to deliver outstanding service, introduce members to new products and consumer loans, and open or maintain accounts.

This role involves handling member transactions, cross-selling services, balancing cash, and supporting branch goals while upholding confidentiality and compliance. Strong communication and relationship-building are essential for success.

Qualifications

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

Responsibilities

• Provide members with exceptional service and introduce products, services, and consumer loans to members.
• Open new accounts and maintain existing accounts; process member transactions.
• Cross-sell credit union products and services based on member needs.
• Balance daily transactions and assist with cash, vault, and ATM functions; maintain records and reports.
• Communicate with members via outbound calls to promote products and services benefiting their financial well-being and relationships.
• Maintain confidentiality and handle sensitive information.

Skills

Customer service

Sales experience

Communication

Interpersonal skills

Attention to detail

Microsoft Office

Cash handling

Education

High school diploma or GED

Job description

Description

Up to $2,000 sign on bonus for external candidates depending on experience

The mission of Oklahoma Central Credit Union is to make a difference in the lives of our employees, our members, and the communities we serve. We know we have to make a difference in the lives of our employees for them to make a difference for our members and communities.

Your role:

In your role as Member Relationship Specialist at our Owasso location, you'll provide members with exceptional service and will be responsible for introducing members to new products, services, and consumer loans. You will open new accounts as well as maintain existing accounts and process member transactions.

In this role you will:

• 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

Benefits you can expect when you join Oklahoma Central Credit Union:

• Competitive pay - Cha-ching!
• Work-life balance - Your family, hobbies, and life outside of work are important to us!
• 401 (k) retirement plan - You contribute to our future, so we contribute to yours
• Best-in-class healthcare coverage - Helping you stay healthy
• Generous PTO and federal holidays - We prioritize what matters
• Community Service - We believe in giving back to the community and you'll receive up to 40 hours of paid volunteer time off

Requirements

Who we're looking for:

You’re a friendly person, a great communicator, and you enjoy helping people. You easily build and maintain positive long-term relationships. You naturally lead and influence others. You are detail oriented and know how to stay focused while juggling multiple tasks.

You’ll need to have:

• 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

Even better if you have:

• Previous knowledge of XP2
• Working knowledge of regulations relating to all Credit Union deposit products and loans
• Excellent interpersonal skills as well as member service skills
• Ability to identify areas of opportunity to cross-sell products and services to members
• General math aptitude
• Well-organized and attention to detail
• Ability to consistently follow up with members
• Strong computer skills including proficiency in Microsoft Office products
• Ability to operate related computer applications and related business equipment

Oklahoma Central Credit Union is proud to be an Equal Opportunity Employer and Drug Free Workplace!