Member Services & Financial Solutions Specialist

WeStreet; Tulsa (OK); Hybrid; USD 28,000 - 38,000; Full time

Job summary

WeStreet in Tulsa, OK is seeking a Customer Service Specialist / Personal Banker to support members with deposits, withdrawals, and new accounts. You will also assess financial needs and refer members to appropriate areas for specialized services.

We are looking for a motivated, detail-oriented professional with at least two years in retail sales or customer service and strong communication skills. Join a team that values trust, integrity, teamwork and making a difference.

Qualifications

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

Responsibilities

• Provide consultative service and analyze members' financial needs.
• Open new membership and business accounts and perform transactions.
• Cross-sell credit union financial products and refer to specialists as needed.
• Represent the credit union at community events when required.
• Ensure compliance with laws and regulations and maintain professional conduct.

Skills

Cross-selling

Customer service

Communication

Attention to detail

Mathematical concepts

Computer skills

Education

High School diploma or equivalent

Tools

Ten-key machine

Computer keyboard

Job description

WeStreet in Tulsa, OK is seeking a Customer Service Specialist / Personal Banker to support members with deposits, withdrawals, and new accounts. You will also assess financial needs and refer members to appropriate areas for specialized services.

We are looking for a motivated, detail-oriented professional with at least two years in retail sales or customer service and strong communication skills. Join a team that values trust, integrity, teamwork and making a difference.