Member Services & Financial Solutions Specialist

WeStreet Federal Credit Union / dba WeStreet Federal Credit Union / TUFCU; Claremore (OK); On-site; USD 30,000 - 42,000; Full time

Job summary

WeStreet Federal Credit Union in Claremore, OK seeks a Teller/Personal Banker to help members achieve financial goals with outstanding service. You will open new accounts, handle transactions, and provide consultative recommendations.

The role includes outbound calling, community engagement, and cross-selling of products to deepen member relationships. The position requires at least two years in retail sales or customer service, with Teller/Personal Banker experience preferred.

Qualifications

• Cross-sell credit union products to members and potential members.
• Demonstrate excellent communication and interpersonal skills.
• Maintain tact and professionalism when representing WeStreet.
• Show strong attention to detail in daily tasks.
• Follow up on inquiries and respond to member needs.
• Apply mathematical concepts in practical transactions.
• Use a computer keyboard and ten-key machine efficiently.

Responsibilities

• Embody the credit union’s core values in daily activity.
• Use consultative selling to analyze member financial needs and refer to specialists.
• Proactively make outbound sales calls to educate members on services.
• Open new membership and business accounts and process transactions.
• Represent the credit union at community events when needed.
• Maintain knowledge of deposits, consumer lending, and credit reports.
• Present a professional image and work well under pressure.
• Comply with applicable laws and regulations.

Skills

Cross-selling

Communication skills

Interpersonal skills

Attention to detail

Follow-up proficiency

Numerical ability

Ten-key proficiency

Education

High School diploma or equivalent

Job description

WeStreet Federal Credit Union in Claremore, OK seeks a Teller/Personal Banker to help members achieve financial goals with outstanding service. You will open new accounts, handle transactions, and provide consultative recommendations.

The role includes outbound calling, community engagement, and cross-selling of products to deepen member relationships. The position requires at least two years in retail sales or customer service, with Teller/Personal Banker experience preferred.