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Oklahoma's Credit Union · 1 day ago

Member Experience Representative

Oklahoma City, OK, US

Full-time

Onsite

New Grad, Entry Level

Oklahoma's Credit Union has been serving Oklahomans for over 60 years, focusing on helping individuals save and borrow responsibly. The Member Experience Representative will provide outstanding member service, assist members with credit union products, and ensure compliance with policies and procedures.

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

Receive checking and savings deposits - verify cash and endorsements, receive proper identification for cash back and issue receipts of deposit

Examine checks deposited and determine proper funds availability based on regulation requirements and complete hold notices

Process savings withdrawals; cash checks - verify endorsement, receive proper identification and ensure validity

Answer basic member inquiries regarding interest rates, service charges and account histories while complying with disclosure requirements, regulations and member privacy policies

Issue personal money orders and cashier’s checks, and cash out US Savings Bonds

Accept loan payments - verify payment amount and loan status, issue receipts

Buy and sell currency from the vault as necessary, ensuring that teller drawer cash limits are not exceeded

Maintain and regularly balance cash and other negotiable instruments, ensure teller station is properly supplied

Refer members to the proper department for issues that cannot be resolved at the teller line

Refer additional credit union products as appropriate

Perform routine support functions as assigned; including verifications, scanning, filing, reports, and returned mail

Ensure confidentiality regarding member transactions and information

Ensure actions are compliant with all credit union policies and procedures