Traveling Member Service Specialist

WeStreet; Tulsa (OK); On-site; USD 42,000 - 65,000; Full time

Benefits offered by this job

Mileage reimbursement

Job summary

WeStreet is seeking a Traveling Member Service Specialist who will be based at the Main branch and travel to various locations as needed. This role requires strong sales, customer service, and product knowledge, with the ability to explain financial solutions and build lasting member relationships.

You will carry out teller duties, open accounts, and cross-sell services across diverse branches while maintaining regulatory compliance and delivering a positive member experience.

Qualifications

• Two+ years retail sales or customer service experience.
• Two+ years teller and Member Service Specialist and/or personal banker experience.
• Bilingual skills are a plus, but not required.

Responsibilities

• Embody the Credit Union’s core values and model them daily.
• Using consultative selling techniques, analyze and provide solutions for members’ financial needs.
• Meet and/or exceed sales goals as established by the branch management.
• Open new membership accounts and business accounts; modify member accounts as requested.
• Stay updated on product features and regulatory requirements to inform discussions.
• Stay informed on consumer lending products including home equity; interpret credit reports.
• Process member transactions accurately.
• Proactively make outbound sales calls to promote financial services.
• Present a professional image in dress, speech, and attitude.
• Complete other projects at manager’s discretion.
• Comply with laws including OSHA, Bank Secrecy Act, Patriot Act, OFAC.

Skills

Travel flexibility

Retail sales experience

Customer service experience

Cross-selling

Communication skills

Interpersonal skills

Driver's license

Attention to detail

Mathematical aptitude

Data entry basics

Education

High School diploma or GED

Tools

Word

Database basics

Job description

The Traveling Member Service Specialist (Traveling MSS) mirrors the same requirements as a traditional in-branch MSS. The Traveling MSS will be based at the Main branch and travel to the location that is in need. This position could travel to a different location daily and could report to the same location for a period of time.

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.
• Using consultative selling techniques, analyzes and provides solutions for members' financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
• Meet and/or exceed sales goals as established by the branch management.
• Open new membership accounts and business accounts. Make member directed modifications to accounts.
• Stay abreast of all products and services features and benefits and the compliance and regulatory requirements of each so as have informed, professional discussions with members and potential members.
• Keep up to date on all consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
• Process member paying and receiving transactions.
• 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.
• Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
• 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.

EDUCATION AND EXPERIENCE

• High school diploma or GED.
• Two + years retail sales and/or customer service experience.
• Two + years previous teller and Member Service Specialist and/or personal banker experience.
• Bilingual skills are a plus, but not required.

SKILLS AND COMPETENCIES

• Ability to remain in role for 12 months, Required
• Flexibility to travel to any branch throughout the day, Required
• Ability to support all WeStreet Credit Union branches
• Travel will be 100% of the time, mileage reimbursement available
• While holding the Traveling MSS role, you are eligible for a $1 per hour differential
• Proof of valid driver's license and car insurance will be required
• Able to cross-sell members and potential members on credit union products and services
• Excellent communication, customer service, and interpersonal skills
• Strong attention to detail
• Effective follow-up to common inquiries and issues
• Ability to work with mathematical concepts in practical situations
• Intermediate level of data base systems along with WORD products

Certificates, Licenses and Registrations

None required for this job.

Qualifications

Education

Required

High School or better.

Experience

Preferred

2 years:

2 years:

Retail sales and/or customer service experience

2 years:

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.