Member Services Specialist - Claremore

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

Description

PRIMARY RESPONSIBILITIES

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
• 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.

To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND EXPERIENCE

• High school diploma or equivalent.
• Must be a motivated, self-starter.
• Experience meeting productivity goals while maintaining a passion for service, attention to detail, and effectively cross-selling credit union financial products.
• Must have a minimum of two+ years retail sales and/or customer service experience.
• Previous teller and member service specialist and/or personal banker experience.

SKILLS AND COMPETENCIES

• Able to cross-sell members and potential members on credit union products and services.
• Excellent communication, customer service, and interpersonal skills.
• Able to demonstrate tact and professionalism in representing WeStreet with members.
• Strong attention to detail.
• Effectively follow-up and respond to common inquiries and issues from members.
• Ability to work with mathematical concepts in practical situations.
• Ability to use a computer keyboard and ten-key machine.

Qualifications

Education

Required

High School or better.

Experience

Required

2 years:

Customer Service

2 years:

Previous teller and member service specialist and/or personal banker experience

Preferred

2 years:

Previous teller and member service specialist and/or personal banker experience

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.