Member Services & Financial Solutions Advisor

WeStreet Credit Union; Sand Springs (OK); On-site; USD 35,000 - 52,000; Full time

Job summary

WeStreet Credit Union in Sand Springs seeks a sales-focused member services professional to analyze members' financial needs and provide tailored solutions using consultative selling techniques. You will build trusted relationships by listening carefully, answering questions, and presenting clear options that fit each member’s situation.

In this role you will proactively make outbound sales calls, open new membership and business accounts, handle transactions, and participate in community events

Qualifications

• High school diploma or equivalent.
• Minimum of two+ years retail sales and/or customer service experience.
• Financial services experience preferred.
• Previous teller and member service specialist and/or personal banker experience.

Responsibilities

• Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need.
• Proactively makes outbound sales calls to inform members about a wide variety of financial services solutions that will meet their needs and deepen the member experience and relationship.
• Open new membership accounts and business accounts. Make member directed modifications to accounts and perform paying and receiving transactions on members account.
• When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
• Have strong knowledge of consumer and small business deposit accounts including compliance and regulatory requirements.
• Have strong knowledge of consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
• Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
• Work well under pressure and meet deadlines as expected.
• Complete other projects and/or responsibilities as added at manager's discretion.
• Comply with applicable laws and regulations, including but not limited to: OSHA, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Skills

Cross-selling

Communication

Customer service

Interpersonal skills

Attention to detail

Mathematical ability

Ten-key typing

Education

High school diploma or equivalent

Tools

Ten-key machine

Computer keyboard

Job description

WeStreet Credit Union in Sand Springs seeks a sales-focused member services professional to analyze members' financial needs and provide tailored solutions using consultative selling techniques. You will build trusted relationships by listening carefully, answering questions, and presenting clear options that fit each member’s situation.

In this role you will proactively make outbound sales calls, open new membership and business accounts, handle transactions, and participate in community events