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Member Relationship Specialist - ** $500 Sign On Bonus! **

Oklahoma Central Credit Union

Member Relationship Specialist - ** $500 Sign On Bonus! **

Tulsa, OK
Paid
  • Responsibilities

    OCCU is a not-for-profit financial institution that serves Tulsa and its surrounding communities for over 75 years. We have 10 branches and 140 employees who strive to serve our 45,000+ member/owners through any phase or event affecting their financial well-being. Currently, we are seeking a Member Relationship Specialist to join our team. The ideal candidate must possess excellent communication skills, great follow up and be customer-service minded. The Member Relationship Specialist provides financial solutions by offering relevant products and services to better the lives of our members.

    A $500 sign on bonus will be paid out after 30 days of employment with us!

    RESPONSIBILITIES INCLUDE, BUT ARE NOT LIMITED TO:

    • Interacts with members and potential members to provide accurate and exceptional member service
    • Identifies and resolves member service, loan and deposit account issues
    • Performs financial services to include originating loans, opening new accounts, IRAs, CDs, credit cards etc.
    • Cross-sells credit union products and services based on member needs
    • Balances daily transactions and assists in cash, merchandise, vault, recycler and ATM functions. Ensures appropriate records are maintained and required reports are prepared in timely manner
    • Contributes to branch and credit union’s goals and objectives
    • Handle member transactions such as deposits, withdrawals, money transfers etc.

    Performance Measurements:

    1. Meet Oklahoma Central member service standards by providing friendly, professional service to all members. Treat all members and co-workers courteously, tactfully and in a friendly way.

    2. To ensure all operations for assigned products are in compliance with governing regulations.

    3. To develop and improve knowledge and skills in the Member Service areas.

    4. To troubleshoot and resolve member and internal inquiries in a timely, friendly and accurate manner.

    5. To carry out assigned responsibilities with minimum number of errors according to established department standards.

    6. To proactively seek opportunities to cross sell products and services for the betterment of our members.

    Required Skills

    • Excellent interpersonal skills as well as member service skills
    • Ability to identify areas of opportunity to cross-sell products and services to members
    • General math aptitude
    • Well-organized and attention to detail
    • Ability to consistently follow up with members
    • Strong computer skills including proficiency in Microsoft Office products
    • Ability to operate related computer applications and related business equipment

    Required Experience

    • High school diploma or GED required
    • One to three years of similar experience in a financial institution
    • One to two years of customer service and/or sales experience; cross-selling products or services while maintaining productivity goals
    • Previous knowledge of XP2 is preferred
    • Working knowledge of regulations relating to all Credit Union deposit products and loans is a preferred
    • Ability to maintain confidentiality and appropriately handle sensitive information

    OKLAHOMA CENTRAL CREDIT UNION IS PROUD TO BE AN EQUAL OPPORTUNITY EMPLOYER AND DRUG FREE WORKPLACE!

  • Qualifications
    • Excellent interpersonal skills as well as member service skills
    • Ability to identify areas of opportunity to cross-sell products and services to members
    • General math aptitude
    • Well-organized and attention to detail
    • Ability to consistently follow up with members
    • Strong computer skills including proficiency in Microsoft Office products
    • Ability to operate related computer applications and related business equipment
  • Industry
    Financial Services