Member Specialist (Universal Teller) Edmond, OK

Kaizen Lab Inc.; Edmond (OK); Hybrid; USD 34,000 - 46,000; Full time

Job summary

Kaizen Lab Inc. in Edmond, OK seeks a Full-Time Member Specialist at the Edmond Branch. Work hours: Monday–Friday 7:45 a.m.–6:15 p.m.; Saturdays 8:45 a.m.–1:15 p.m.

The role focuses on delivering excellent member service across channels, handling transactions, and supporting account maintenance. Responsibilities include processing deposits, withdrawals, transfers, and payments; opening accounts, counseling on options, and ensuring documents are complete.

Qualifications

• Provide member service across multiple channels with accurate handling of transactions.
• Balance cash drawer and monitor daily transaction activity.
• Assist with opening and maintaining accounts (shares, IRAs, certificates) and collect required documentation.
• Identify member needs and promote credit union products and services.
• Adhere to Bank Secrecy Act, Patriot Act and OFAC policies.

Responsibilities

• Provides professional, courteous assistance to members across telephone, online, video, and in-person channels while processing transactions.
• Maintains responsibility for balancing the cash drawer and daily transaction activity per procedures.
• Conducts new account functions, explains options, and ensures accurate documentation and compliance.
• Identifies member needs and cross-sells relevant products and services.
• Complies with company policies and applicable laws; performs other duties as assigned.

Skills

Customer service

Cash handling

Cross-selling

Communication

Account inquiries

Tools

N/A

Job description

Full-Time Member Specialist
Edmond Branch

Monday - Friday: 8-hour shift between 7:45 a.m. - 6:15 p.m.
Saturdays: 8:45 a.m. - 1:15 p.m.

Role

Responsible for providing excellent member service experience across multiple service channels, including telephone, digital, lobby, drive-thru, and teller services. Assists members and potential members with financial transactions, account inquiries, account maintenance, and a wide variety of products and services. Identifies member needs and recommends appropriate financial solutions that may improve the member's financial well-being. Courteously and promptly resolves member questions and problems or properly refers them to the appropriate department. Attendance is an essential function of performing the duties of this job.

Major Duties and Responsibilities

• 55% Provides professional and courteous assistance to members across telephone, online, video, and in-person service channels while accurately processing member financial transactions, including deposits, withdrawals, loan payments, account transfers, money orders, and VISA gift cards. Maintains responsibility for balancing the cash drawer and daily transaction activity in accordance with established procedures.
• 25% Conducts new account functions, including share, share draft, IRAs and certificates; explains various account and ownership options, providing the necessary counseling to meet member's needs and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms. Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
• 20% Identify members’ needs and promote and cross-sell credit union products and services.
• Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control. Performs other job related duties as assigned.