Member Service Specialist, Bilingual Preferred - Broken Arrow Branch

Job Details

Description

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a
  
  

Difference and model these values in all daily activity.

• 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.

• Meet and/or exceed sales goals as established by the branch management.
• Open new membership accounts and business accounts. Make member directed
  
  

modifications to accounts.

• Stay abreast of all products and services features and benefits and the compliance and
  
  

regulatory requirements of each so as have informed, professional discussions with

members and potential members.

• Keep up to date on all consumer lending products (including home equity) including
  
  

experience with reading, understanding, and interpreting credit reports.

• Process member paying and receiving transactions.
• 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.

• When needed, represent the credit union at community events and be available to local
  
  

businesses within the community when asked to do so.

• Present a professional image in dress, speech, behavior, and attitude to create a positive
  
  

first impression.

• 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.

Skills And Competencies

 Able to cross-sell members and potential members on credit union products and services

 Excellent communication, customer service, and interpersonal skills

 Professional demeanor

 Strong attention to detail

 Effective follow-up to common inquiries and issues

 Ability to work with mathematical concepts in practical situations

 Intermediate level of data base systems along with WORD products