Member Service Specialist, Bilingual Preferred - Broken Arrow Branch

• Embody the Credit Union’s core values of Trust, Integrity, Teamwork and Making a
Difference and model these values in all daily activity.
• 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.
• Meet and/or exceed sales goals as established by the branch management.
• Open new membership accounts and business accounts. Make member directed
modifications to accounts.
• Stay abreast of all products and services features and benefits and the compliance and
regulatory requirements of each so as have informed, professional discussions with
members and potential members.
• Keep up to date on all consumer lending products (including home equity) including
experience with reading, understanding, and interpreting credit reports.
• Process member paying and receiving transactions.
• 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.
• When needed, represent the credit union at community events and be available to local
businesses within the community when asked to do so.
• Present a professional image in dress, speech, behavior, and attitude to create a positive
first impression.
• 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.

SKILLS AND COMPETENCIES
 Able to cross-sell members and potential members on credit union products and services
 Excellent communication, customer service, and interpersonal skills
 Professional demeanor
 Strong attention to detail
 Effective follow-up to common inquiries and issues
 Ability to work with mathematical concepts in practical situations
 Intermediate level of data base systems along with WORD products