Member Services & Financial Solutions Advisor

WeStreet Federal Credit Union; Claremore (OK); On-site; USD 30,000 - 36,000; Full time

Job summary

WeStreet Federal Credit Union in Claremore, OK is seeking a results-driven member service professional to support retail banking needs.

You will advise on financial products, open accounts, and uphold compliance while delivering friendly service and building lasting relationships with members.

Join a community-focused credit union that values integrity, teamwork, and making a difference in every member interaction.

Qualifications

• High School diploma or equivalent.
• Minimum of two years retail sales and/or customer service experience.
• Experience as teller or member service specialist and/or personal banker preferred.
• Motivated self-starter.

Responsibilities

• Use consultative selling to analyze and provide solutions for members' financial needs and make referrals to specialized areas.
• Proactively make outbound sales calls to inform members about financial services that meet needs and deepen relationships.
• Open new membership accounts and business accounts, perform deposits/withdrawals, and modify accounts as needed.
• Represent the credit union at community events and engage with local businesses as required.
• Maintain knowledge of consumer deposit accounts and lending products including home equity, and reading/interpreting credit reports.
• Present a professional image and work well under pressure while meeting deadlines.
• Comply with laws and regulations such as BSA, Patriot Act, and OFAC.

Skills

Cross-selling

Communication skills

Customer service

Attention to detail

Mathematical aptitude

Ten-key data entry

Education

High School Diploma

Tools

Ten-key machine

Computer keyboard

Job description

WeStreet Federal Credit Union in Claremore, OK is seeking a results-driven member service professional to support retail banking needs.

You will advise on financial products, open accounts, and uphold compliance while delivering friendly service and building lasting relationships with members.

Join a community-focused credit union that values integrity, teamwork, and making a difference in every member interaction.