WeStreet Credit Union
Bilingual Member Service Specialist - Broken Arrow Branch
WeStreet Credit Union, Broken Arrow, Oklahoma, us, 74013
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, analyze and provide solutions for members' financial needs and make 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 to 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 make 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 database systems along with WORD products
Qualifications Behaviors
Enthusiastic - Shows intense and eager enjoyment and interest
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Education High School (preferred)
Experience
2 years: Previous teller and member service specialist and/or personal banker experience (preferred)
2 years: Retail sales and/or customer service experience (preferred)
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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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, analyze and provide solutions for members' financial needs and make 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 to 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 make 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 database systems along with WORD products
Qualifications Behaviors
Enthusiastic - Shows intense and eager enjoyment and interest
Team Player - Works well as a member of a group
Detail Oriented - Capable of carrying out a given task with all details necessary to get the task done well
Education High School (preferred)
Experience
2 years: Previous teller and member service specialist and/or personal banker experience (preferred)
2 years: Retail sales and/or customer service experience (preferred)
Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr