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Full-time
high school
Posted 5d ago
~40 hrs/week
Responsibilities
The Member Service Specialist acts as the face of the credit union, performing transactions and maintaining member accounts. They are also responsible for consultative selling of financial products and proactively reaching out to members to deepen relationships.
Requirements
Candidates must have a high school diploma or GED and at least two years of retail sales or customer service experience. Bilingual skills are required, along with strong knowledge of consumer lending and deposit account compliance.
Full job description
Welcome! We are excited that you are interested in a career with WeStreet Credit Union. Our credit union is rich in history, loyal membership, and community presence. Behind the scenes, we’re an impactful alliance of sound business practices, visionaries, innovation, and sustainability. We are eager to be partners with upwardly mobile individuals willing to exercise our core values, demonstrate initiative, and further personal and professional goals. We are upholding our good, on the road to our great, and seeking the best people to join our journey. If you’re ready to push our good, drive our great, and be your best, allow us to present you with an opportunity.
The Member Service Specialist is the face of the credit union to our members. This role is responsible for introducing members to new products, services and consumer loans and performing paying and receiving transactions, service and maintenance on existing accounts.
PRIMARY RESPONSIBILITIES
Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a Difference and model these values in all daily activity.
Use consultative selling techniques to analyze and provide solutions for members' financial needs and to make sales referrals to specialized areas of the credit union based on perceived and unperceived need.
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.
Open new membership accounts and business accounts. Make member directed modifications to accounts and perform paying and receiving transactions on members account.
When needed, represent the credit union at community events and be available to local businesses within the community when asked to do so.
Have strong knowledge of consumer and small business deposit accounts including compliance and regulatory requirements.
Have strong knowledge of consumer lending products (including home equity) including experience with reading, understanding, and interpreting credit reports.
Present a professional image in dress, speech, behavior, and attitude to create a positive first impression.
Work well under pressure and meet deadlines as expected.
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.
To perform the job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
EDUCATION AND EXPERIENCE
High school diploma or GED.
Must be a motivated, self-starter.
Experience meeting productivity goals while maintaining a passion for service, attention to detail, and effectively cross-selling credit union financial products.
Must have a minimum of two+ years retail sales and/or customer service experience.
Financial services experience preferred.
Previous teller and member service specialist and/or personal banker experience.
Bilingual skills required
SKILLS AND COMPETENCIES
Able to cross-sell members and potential members on credit union products and services.
Excellent communication, customer service, and interpersonal skills.
Able to demonstrate tact and professionalism in representing WeStreet with members.
Strong attention to detail.
Effectively follow-up and respond to common inquiries and issues from members.
Ability to work with mathematical concepts in practical situations.
Ability to use a computer keyboard and ten-key machine.
WeStreet Credit Union, click the Learn More button to find out about open positions!
Industry
Banking
Company size
201-500 employees
Founded
1943
Headquarters
Tulsa, OK
LinkedIn followers
1,914
For more than 75 years, WeStreet has worked alongside Tulsa and surrounding communities, partnering with individuals, businesses, and local charities to help serve and enrich the lives of others.
WeStreet is inviting and accepting, positive and warm, just like our culture. WeStreet is a place where employees feel like they belong and are celebrated. When people become an employee of WeStreet, they become a part of our family. Our employees give WeStreet its identity. From service to security, they are what makes WeStreet feel like home. That’s why we’re committed to providing competitive compensation, excellent leadership, and outstanding educational opportunities for employees.
We take care of our employees because they take care of our members. Engaged, motivated, and well-trained employees are the key to our member-focused culture. WeStreet employees take a “service, not sales” approach to our products because they want to help our members live their best financial lives — instead of focusing on our own profits or making commissions.
Learn more at https://westreet.org/about/
Offices: 9323 E. 21st St., Tulsa, OK 74129, US · 10790 S Memorial Dr, Bixby, Oklahoma 74008, US · 401 EAST 4TH STREET, Tulsa , Oklahoma 74120, US · 7447 Riverside Pkwy, Tulsa, Oklahoma 74136, US · 1230 W Rogers Blvd, Skiatook, Oklahoma 74070, US
How many Sales jobs are open in Tulsa, OK right now?
There are currently 608 open sales positions in Tulsa, OK listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Sales roles in Tulsa, OK?
Companies currently hiring include Scheels, AutoZone, DICK'S Sporting Goods, Palm Beach Tan, BOK Financial, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Sales jobs in Tulsa, OK?
Yes — 82 of the 608 open sales positions offer remote or hybrid work (49 remote, 33 hybrid).
How do I apply for Sales jobs in Tulsa, OK?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.