Member Services & Training Coordinator

truitycu; Bartlesville (OK); On-site; USD 32,000 - 42,000; Full time

Job summary

Truity Credit Union is seeking a dedicated Member Service Associate to assist members with financial transactions and deliver reliable, courteous service daily. You will support Member Consultants and collaborate with branches to ensure smooth operations.

The role emphasizes compliance, careful handling of sensitive information, and a customer-centric approach. A strong communication background and high school diploma are required, with opportunities for training and growth within the credit

Qualifications

• Experience in member services or call center environments preferred.
• Compliance training and testing experience emphasized.
• Ability to handle confidential information with discretion.

Responsibilities

• Assist with daily member transactions and provide courteous service.
• Respond to member inquiries and concerns with accurate information.
• Support scheduling and reporting for the department.
• Provide training support and guidance to new staff.
• Ensure compliance training is completed as required.
• Communicate effectively with members and co-workers.

Skills

Communication skills

Interpersonal skills

Customer service

Phone/e-mail support

Attention to detail

Education

High school diploma or equivalent

Tools

Symitar

Outlook

Visa/Star

Ascensus

Job description

Truity Credit Union is seeking a dedicated Member Service Associate to assist members with financial transactions and deliver reliable, courteous service daily. You will support Member Consultants and collaborate with branches to ensure smooth operations.

The role emphasizes compliance, careful handling of sensitive information, and a customer-centric approach. A strong communication background and high school diploma are required, with opportunities for training and growth within the credit