Member Specialist; Universal Teller - Bilingual Oklahoma , OK
Listed on 2026-01-02
-
Finance & Banking
Bank Customer Service -
Customer Service/HelpDesk
Bilingual, Bank Customer Service
Job Title
Full-Time Member Specialist - FLOATING POSITION
ScheduleMonday - 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
LanguageBilingual Preferred:
Spanish/English
To assist members with their financial transactions and account related inquiries. Attendance is an essential function of performing the duties of this job.
Essential Functions & Responsibilities60% - 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.
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