WeStreet Credit Union · 2 months ago
Bilingual Member CARE Rep III
Tulsa, Oklahoma, United States
Full-time
Onsite
Mid LevelWeStreet Credit Union is seeking a Bilingual Member CARE Rep III to assist members with their financial needs. The role involves opening new accounts, processing loan applications, and providing solutions while ensuring compliance with regulations.
BankingFinancial Services
Responsibilities
Open new membership accounts. Make member directed modifications to accounts
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
Process signature, vehicle, and credit card loan applications via online avenue or over the phone
Address questions related to IRAs, Certificates and Trust Funds
Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports
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
Demonstrate progressive job knowledge with the ability to successfully mentor peers
Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner
Handle escalated calls and follow-ups as required
Achieve and maintain all required performance goals and quality measurements
Must comply with 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 duties as assigned
Answer phone calls in a timely and professional manner
Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing
Bilingual Spanish required
Qualification
Required
Open new membership accounts
Make member directed modifications to accounts
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
Process signature, vehicle, and credit card loan applications via online avenue or over the phone
Address questions related to IRAs, Certificates and Trust Funds
Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports
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
Demonstrate progressive job knowledge with the ability to successfully mentor peers
Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner
Handle escalated calls and follow-ups as required
Achieve and maintain all required performance goals and quality measurements
Must comply with 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 duties as assigned
Answer phone calls in a timely and professional manner
Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing
Bilingual Spanish required
Company
WeStreet Credit Union
WeStreet Credit Union provides financial solutions.
Founded in 1943
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Lauren Fleenor
Chief Financial Officer
Leslie Runyan, SPHR
SVP/Chief Administrative Officer
Company data provided by crunchbase