Member Services Specialist - Sand Springs Branch

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

Job summary

WeStreet Federal Credit Union is seeking a Member Services Specialist at the Sand Springs Branch to support members with accounts, deposits, and lending inquiries. The role emphasizes consultative selling to tailor financial solutions and referrals to specialized areas while maintaining high service standards.

The position involves opening new memberships, handling transactions, and representing the credit union at local events, requiring strong communication and regulatory knowledge.

Qualifications

• High school diploma or equivalent.
• Minimum two years retail sales and/or customer service experience.
• Experience as teller and/or member service specialist and/or personal banker.
• Ability to cross-sell credit union products.
• Excellent communication and interpersonal skills.
• Detail-oriented and able to handle multiple tasks.

Responsibilities

• Use consultative selling techniques to analyze and provide solutions for members’ financial needs and to make referrals to specialized areas based on needs.
• Proactively make outbound sales calls to inform members about financial services that meet needs and deepen relationships.
• Open new membership accounts and business accounts; perform transactions on member accounts.
• Represent the credit union at community events and be available to local businesses when asked.
• Maintain knowledge of consumer and small business deposit accounts and lending products including reading credit reports.
• Present a professional image and work well under pressure to meet deadlines.

Skills

Cross-sell credit union products

Excellent communication

Interpersonal skills

Detail-oriented

Ability to handle multiple tasks

Education

High school diploma or equivalent

Job description

Member Services Specialist - Sand Springs Branch

Locations

Sand Springs Branch
Sand Springs, OK 74063, USA

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.

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.