Branch Member Service Specialist jobs in United States
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OE Federal Credit Union · 5 months ago

Branch Member Service Specialist

OE Federal Credit Union is a community-focused financial institution serving union members since 1964. They are seeking a part-time Branch Member Services Specialist responsible for developing relationships with members, addressing their financial needs, and providing high-quality service.

AccountingFinancial ServicesInsuranceLendingNon Profit

Responsibilities

Actively engage members and establish a high-quality service environment by having a courteous and helpful attitude
Educate and cross-sell members on the credit union’s product and service offerings that can help them meet and exceed their financial needs
Promptly process member transaction requests on all applicable credit union products and services
Administer branch-level cash management procedures
Travel, as needed, to other branch offices to provide coverage for co-worker absences
Open and close the branch office during branch management absences
Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members. Uphold a standard of professionalism actively fostering positive relationships internally and externally
Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions
Perform other related duties as assigned

Qualification

Bilingual in EnglishSpanishMicrosoft Office proficiencyInterpersonal skillsVerbal communicationWritten communication

Required

High School Diploma/ GED required
Minimum 1 year of work experience in a similar role required
Excellent interpersonal, verbal and written communication skills required
Proficiency with Microsoft Office products
Proficiency in Microsoft Excel is a plus
Bilingual in English and Spanish required

Benefits

We emphasize a work/life balance
Premium pay for bilingual skills (English/Spanish)
A 401(k) plan
Casual dress code

Company

OE Federal Credit Union

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OE Federal is a credit union for labors providing the debt and credit services at low prices.

Funding

Current Stage
Growth Stage

Leadership Team

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Gabe Ybarrolaza
Chief Lending Officer
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Jenna Anderson
Chief Marketing & Training Officer
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Company data provided by crunchbase