Member Services Specialist I​/II - Accounts

OE Federal Credit Union, founded in 1964 by union workers for union workers and their families, is the largest labor-based credit union in the United States. Serving over 135 union groups and 32 trades, OE Federal supports more than 82,500 members. We pride ourselves on providing financial solutions tailored to meet the unique needs of our members, making banking accessible and effective.

Whether it’s saving, borrowing, or managing funds, we are committed to helping our members achieve their financial goals.

This is a full‑time, on‑site Member Service Representative I/II role located in Sandy, UT. The Member Service Representative will handle a variety of member service tasks, including opening new accounts, assisting with transactions, providing information about financial products and services, and addressing member inquiries. Additional responsibilities include maintaining a high level of service in a fast‑paced environment, ensuring accuracy in transactions, and building strong relationships with members by understanding and meeting their financial needs.

• Customer service skills, including the ability to provide professional, friendly, and effective support to clients.
• Basic understanding of financial products and services, including account opening, transactions, and banking processes.
• Attention to detail, accuracy in processing financial transactions, and organizational skills.
• Strong communication and interpersonal skills to establish and maintain positive relationships with members.
• Proficiency in using computer systems, professional phone etiquette, and basic troubleshooting skills.
• Ability to work collaboratively in a team environment and adapt to a fast‑paced workplace.
• Previous experience in customer service, banking, or financial institutions is a plus.
• High school diploma or equivalent is required; additional education in business, finance, or a related field is preferred.