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Member Consultant - Shawnee

Job in Shawnee, Pottawatomie County, Oklahoma, 74804, USA
Listing for: Truity Credit Union
Full Time position
Listed on 2026-06-28
Job specializations:
  • Customer Service/HelpDesk
    Bilingual, Bank Customer Service, HelpDesk/Support, Customer Service Rep
Job Description & How to Apply Below
Position: Full-Time Member Consultant - Shawnee

Job Title

This position builds and maintains strong member relationships by providing prompt, reliable, and courteous service when assisting members with deposit-related and consumer-lending products by identifying member needs.

Essential Functions

May include any and/or all of the following:

  • Actively listen and respond to employee and member inquiries, suggestions, requests, and concerns while providing exceptional service.
  • Originate, evaluate, authorize approval, process, and disburse consumer loans within authority.
  • Provide in lobby and consumer lending assistance by processing loans and working with members.
  • Process transaction requests by credit union members
  • Evaluate and decision in lobby account openings including mortgage accounts, balancing service to the member and risk to the credit union.
  • Evaluate and decision the closings of accounts or decisioning the reopening of a closed account, balancing service to the member and risk to the credit union.
  • Complete and process documentation for IRA deposits, withdrawals, rollovers, and transfers on behalf of the member.
  • Analyze and decision waiving of penalties and fees.
  • Perform other member service duties including but not limited to: redeeming savings bonds, researching member inquiries, performing notaries, etc.
  • Process and print new and replacement cards.
  • Counsel members on account management and provide guidance, information and tools as needed i.e. account balancing, spending management, improving credit, etc.
  • Have a good working knowledge of our products and services and the benefits they provide to members.
  • Offer products and services to members explaining how the recommendation will benefit them.
  • Manage and complete actions needed for fraud/identity theft/disputes related to cards, checks, ACH and account takeover. Complete documentation, working with member to determine extent of situation and action steps to take to correct/minimize loss and risk to both the member and the credit union.
  • Assist members with questions regarding their mortgage, credit cards and credit resolution issues, etc.
  • Complete outbound calling initiatives to increase product and service usage and build stronger relationships with members.
  • Rotate between assisting credit union members from the teller line and member consultants desks as directed by manager
  • Perform opening and closing duties ensuring all security measures and procedures are adhered to on a daily basis.
  • Provide assistance to outside branches and other departments with questions.
  • Successfully complete all applicable compliance training and testing.
  • Participate in business development activities including community partner relations.
  • Assist Spanish-speaking members when applicable.
  • Assist in Contact Center as assigned.
  • Participate in ongoing training to ensure proper procedures are implemented and followed.
  • Assist with approving and evaluating transactions for others and providing overrides.
  • Assist members in opening, closing and accessing safe deposit boxes while ensuring the security of the safe deposit area, including monitoring access and maintaining confidentiality.
  • Participate on project and teams as assigned.
  • Perform other duties and responsibilities as assigned.
  • Knowledge, Skills, Abilities and Personal Characteristics

    Knowledge of:

    • Modern office equipment
    • Technology and various software programs the Credit Union utilizes to do business with its members
    • Credit Union products and services
    • Member Service functions, operations, regulations, and procedures to process members requests and answer questions

    Ability to:

    • Read and interpret a variety of instructions furnished in written, oral, diagram, and schedule form
    • Organize and prioritize in order to meet deadlines
    • Solve practical problems and deal with variables in situations
    • Write routine reports and correspondence and speak effectively before members and employees

    Skill in:

    • Excellent communication and interpersonal skills to effectively work with members and co-employees
    • Typing and personal computer
    Qualifications

    Critical Development Experiences:
    Pursue opportunities for professional growth and development through training, education and self-study

    Successfully complete all applicable…

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