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WeStreet Credit Union · 1 month ago

Bilingual Member Service Specialist - Main Branch

Tulsa, OK

Full-time

Onsite

Entry Level

2+ years exp

WeStreet Credit Union is a community-focused financial institution looking for a Bilingual Member Service Specialist. This role involves engaging with members, introducing them to products and services, and handling transactions while embodying the credit union's core values.

BankingFinancial Services

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

Qualification

Bilingual skillsCustomer service experienceFinancial services experienceRetail sales experienceConsumer lending knowledgeMathematical conceptsComputer proficiencyCommunicationInterpersonal skillsAttention to detail

Required

High school diploma or GED

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

Bilingual skills required

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 TFCU 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