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WeStreet Credit Union · 2 hours ago

Bilingual Member Service Specialist - Broken Arrow Branch

Broken Arrow, OK

Full-time

Onsite

New Grad, Entry Level

WeStreet Credit Union is seeking a Bilingual Member Service Specialist for their Broken Arrow Branch. The role involves providing financial solutions to members, meeting sales goals, and ensuring compliance with regulatory requirements while embodying the credit union's core values.

BankingFinancial Services

Responsibilities

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

Qualification

BilingualConsultative sellingCustomer serviceDatabase systemsAttention to detailProfessional demeanorMathematical conceptsFollow-up skillsCommunication skillsInterpersonal skills

Required

Embody the Credit Union's core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity

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

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