Member Experience Officer jobs in United States
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Oklahoma's Credit Union · 1 month ago

Member Experience Officer

Oklahoma's Credit Union has been serving the community for over 60 years, focusing on economic independence through responsible saving and borrowing. The Member Experience Officer role involves providing exceptional service to members, assisting with loan applications, and promoting credit union products and services.

BankingCreditFinancial ServicesPersonal Finance

Responsibilities

Provide outstanding member service and contribute to overall team effort
Fully understand and actively assist members in using credit union products and services
Process and service all types of secured and unsecured consumer loans and related products, open new accounts
Interview members to obtain all personal and financial data needed to complete loan applications in person, by phone, via Internet, or through indirect channels
Analyze member applications regarding financial status, credit history, debt ratios, collateral or other information; make recommendations for loan decisions
Council members on financial issues when appropriate
Refer credit union products and services; analyze potential lending opportunities in each situation to further assist members and increase the credit union loan portfolio
Disburse loans and complete documentation accurately and efficiently
Track applications approved, booked, denied; actively follow up on pending applications
Collect delinquent accounts on a daily basis, determine reasons for delinquency and develop a plan with members to bring accounts up-to-date
Meet individual goals and work to meet branch and credit union goals
Support the credit union's strong relationship banking culture through on-going customer contact, quality member service and superior product knowledge
Perform routine transactions, including deposits, withdrawals, transfers, payments, account maintenance, cashier's checks and money orders
Maintain and regularly balance cash and other negotiable instruments
Ensure confidentiality regarding member transactions and information
Ensure compliance with all credit union policies and procedures

Qualification

Customer service experienceLoan processingFinancial analysisTeam collaborationCommunication skills

Required

Customer service experience

Benefits

Employee medical coverage 90% paid by OKCU
Employee dental, vision and life insurance paid by OKCU
Tuition reimbursement program
401(k) contribution of 3%, plus additional profit-sharing match of 3-7%
Volunteer opportunities to serve the community
Gym membership reimbursement
Comprehensive training opportunities
And much more!

Company

Oklahoma's Credit Union

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Oklahoma's Credit Union offers financial services such as banking, mortgage, loans and credit card services.

Funding

Current Stage
Growth Stage

Leadership Team

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Jennifer Lown
Chief People Officer
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Company data provided by crunchbase