Member Services & Solutions Specialist

WeStreet Credit Union; Tulsa (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

WeStreet Credit Union is seeking a dedicated Member Service Specialist in Tulsa, OK. You will be the face of the credit union, introducing members to new products and services, handling transactions, and supporting member financial needs with a consultative approach.

Ideal candidates have at least two years of retail or customer service experience, bilingual skills, and a commitment to high-quality service within a community-focused financial institution.

Qualifications

• High school diploma or GED required.
• Minimum two years retail sales or customer service experience.
• Financial services experience preferred.
• Bilingual skills required.

Responsibilities

• Embody the Credit Union’s core values in daily activity.
• Use consultative selling to analyze members' financial needs and refer to specialists.
• Proactively make outbound sales calls to inform members about financial services.
• Open new membership and business accounts; handle transactions.
• Represent the credit union at community events when needed.
• Maintain knowledge of deposit accounts and lending products.
• Present a professional image and work well under pressure to meet deadlines.
• Complete additional projects as assigned and comply with laws and regulations.

Skills

Customer service

Communication

Interpersonal skills

Cross-selling

Attention to detail

Education

High school diploma or GED

Tools

Ten-key machine

Computer keyboard

Job description

WeStreet Credit Union is seeking a dedicated Member Service Specialist in Tulsa, OK. You will be the face of the credit union, introducing members to new products and services, handling transactions, and supporting member financial needs with a consultative approach.

Ideal candidates have at least two years of retail or customer service experience, bilingual skills, and a commitment to high-quality service within a community-focused financial institution.