Demo

Bilingual Member CARE Rep III

WeStreet Federal Credit Union
Tulsa, OK Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 5/7/2025

PRIMARY RESPONSIBILITIES

  • Open new membership accounts. Make member directed modifications to accounts.
  • Using consultative selling techniques, analyzes and provides solutions for members’ financial needs and makes sales referrals to specialized areas of the credit union based on perceived and unperceived needs.
  • Process signature, vehicle, and credit card loan applications via online avenue or over the phone
  • Address questions related to IRAs, Certificates and Trust Funds
  • Keep up to date on all consumer lending products (including some equity) including experience with reading, understanding, and interpreting credit reports.
  • 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.
  • Demonstrate progressive job knowledge with the ability to successfully mentor peers.
  • Check the work of peers for accuracy and communicate any corrections needed in a positive and professional manner.
  • Handle escalated calls and follow-ups as required.
  • Achieve and maintain all required performance goals and quality measurements.
  • Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
  • Performs other duties as assigned.
  • Answer phone calls in a timely and professional manner.
  • Provide resolution to member inquiries regarding account activity and balances, transfer funds between accounts, wire transfers, stop payments, order checks, process checks by phone and debit/ATM card processing.
  • Bilingual Spanish required.

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