Allegiance Credit Union
(FT) Member Specialist (Universal Teller) - Bilingual Preferred**
Allegiance Credit Union, Oklahoma City, Oklahoma, United States, 73116
Full-Time Member Specialist – FLOATING POSITION
Bilingual Preferred:
Spanish/English
Schedule Monday – Friday: 7:15 a.m. – 6:15 p.m. (8‑hour shift within time‑frame)
Saturdays: 8:45 a.m. – 1:15 p.m.
Mileage Reimbursement Available.
Role Assist members with their financial transactions and account related inquiries. Attendance is an essential function of performing the duties of this job.
Essential Functions & Responsibilities
60% – Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and VISA gift cards to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.
20% – Conducts new account functions, including share, share draft, IRAs and certificates; explains various account and ownership options, providing the necessary counseling to meet member's needs and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms.
10% – Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
5% – Cross‑sells credit union services.
5% – Other duties as assigned.
Key Personnel Information
Seniority level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
Industries: Banking, Financial Services, and Investment Banking
Additional Information Referrals increase your chances of interviewing at Allegiance Credit Union by 2x.
Get notified about new Member jobs in
Oklahoma City, OK .
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Spanish/English
Schedule Monday – Friday: 7:15 a.m. – 6:15 p.m. (8‑hour shift within time‑frame)
Saturdays: 8:45 a.m. – 1:15 p.m.
Mileage Reimbursement Available.
Role Assist members with their financial transactions and account related inquiries. Attendance is an essential function of performing the duties of this job.
Essential Functions & Responsibilities
60% – Receives and processes member financial transactions, including deposits, withdrawals and loan payments; sells money orders and VISA gift cards to members; transfers amounts from member accounts as directed. Balances cash drawer and daily transactions.
20% – Conducts new account functions, including share, share draft, IRAs and certificates; explains various account and ownership options, providing the necessary counseling to meet member's needs and obtains the required information and documentation. Prepares all documents and paperwork; assists members with completing forms.
10% – Prepares and reviews all new account documentation for accuracy and compliance, forwarding to auditing in a timely manner.
5% – Cross‑sells credit union services.
5% – Other duties as assigned.
Key Personnel Information
Seniority level: Entry level
Employment type: Full‑time
Job function: Management and Manufacturing
Industries: Banking, Financial Services, and Investment Banking
Additional Information Referrals increase your chances of interviewing at Allegiance Credit Union by 2x.
Get notified about new Member jobs in
Oklahoma City, OK .
#J-18808-Ljbffr